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Odoo 18 - Release Notes

General


Company-switching shortcut

Switch between companies faster than ever with keyboard shortcuts ALT SHIFT U​ via the new and improved company switcher.
 ​

Contacts: search by address

Search for contacts using their address.
 

Debug menu: model

Access the model from the debug menu.
 

Error messages

Error messages are easier to read and allow users to share technical details.
 

Editor: list detection and suggested command buttons

Create numbered lists with keyboard shortcuts such as 1. ; 1) ; A) or bulleted lists with keyboard shortcuts such as * and - . In edit mode, suggested command buttons are displayed in the powerbox tooltip.
 

Dedicated progressive web apps and mobile app installation

Dedicated progressive web apps are now available for Barcode, PoS, Attendances, Kiosk, Registration Desk, and Shop Floor. Directly install the Odoo PWA on mobile devices from the user menu.
 

Filter records with mobile search panel

Easily filter records on mobile with the new search panel: view and manage filters directly in apps like HR or Expenses without intermediary screens.
 

Gantt view

The Gantt view allows infinite horizontal scrolling for improved flexibility of rescheduling.
 

Image import

Import files and images through the importer.
 

List column width

Improved computation of column width.
 

Mobile: editor toolbar

The editor's toolbar has been improved for the mobile version.
 

Occurrence sorting

Records can now be sorted by occurrences when grouped in list view.
 

Passkeys

Passkeys are a new authentication method which bypass the traditional username and password combination. Instead, it uses the webauthn protocol in order to authenticate the user. This is a phishing resistant and more secure method of authentication.
 

Readable URLs

Odoo now generates readable URLs like /odoo/project/5/tasks that show where they lead and can be manually edited more easily.
 

Search bar

Re-launch a search by clicking on the magnifying glass icon in the search bar.
 

Tour revamp

Record and manage onboarding and testing tours of Odoo using the new user interface. Users can also enable and disable onboarding tours from the user menu.

Industries


Bakery

A new industry package is available for bakeries offering a variety of baked goods.
 

Cleaning Service

A new industry package is available for cleaning service companies.
 

Dropshipping

A new industry package is available for businesses that purchase from suppliers and ship directly from the supplier to the customer.
 

Electrician

A new industry package is available for electricians doing regular field service jobs.
 

Food Truck

A new industry package is available for food trucks and other mobile food businesses, such as ice cream trucks.
 

Law Firm

The Law Firm industry package has been updated to enhance case management and add legal requirements for lawyers, including KYC assessment and a three-level signature process.
 

Marketing Agency

A new industry package is available for marketing agencies.
 

Outdoor Activities

A new industry package is available for outdoor activities such as scuba diving, whitewater rafting, and other outdoor adventures.
 

Shoemaker

A new industry package is available for managing shoe repair and manufacturing.
 

Tattoo Shop

A new industry package is available for tattoo shops.
 

Wedding Planner

A new industry package is available to help wedding planners manage projects, customers, and vendors.

 

 

Accounting


Abnormal invoice alert

Added a statistics-based alert system to automatically identify abnormal amounts and dates in invoices.
 

Allow email aliases on MISC journals  

Use email aliases on miscellaneous journals to automatically create journal entries from email attachments.  

Analytic budgets

New budget management. No more dates on budget lines; no more budgetary positions.
 

Annual sequence and staggered fiscal years

The fiscal year sequence on journals can differ from calendar years to handle staggered fiscal years.
 

Ascending/descending report dates

Switch the order of your date columns (ascending/descending) when using date comparisons.
 

Audit trail improvements

The audit trail has been improved, namely in the context of the GoBD certification in Germany.
 

Autopost bills

Automatically post bills from chosen vendors.
 

Bank reconciliation: simplified batch payment matching and statement form view

Batch payments are represented by a single folded line in the Bank reconciliation widget to simplify the matching process. The statement form view can be opened from the Kanban view and includes a chatter with quick navigation to linked transactions.
 

Bank statement: import and OCR

Bank statements can be imported even when transactions are not sorted by date. Upload PDFs or image files of bank statements to have the OCR extract the transactions automatically.
 

Bills payment wizard: QR codes

The vendor bills payment wizard integrates QR codes for outgoing payments.
 

Catalog view in Invoicing

The Catalog view is now available on customer invoices and vendor bills.
 

Charge bearer

Specify the charge bearer when generating batch payments for ISO20022 payment files.
 

Check printing layout

Select check layouts in the bank journal settings.
 

Combine analytic distribution models

Sequences are now available on analytic distribution models, allowing distribution according to multiple models provided that they are distributed on different plans.
 

Configure layout wizard

The configure layout wizard shown when the user prints their first invoice was improved. The data of the actual invoice is used, the preview display is enhanced, and the QR code for SEPA payments is more easily added.
 

Credit card journal

A new credit card journal type was added to register credit card payments, upload statements, and handle reconciliation.
 

Currency exchange rate

The exchange rate is stored on invoices and displayed.
 

Customized invoice templates

Invoice templates can now be customized with Studio and declared as compatible with the Send & Print flow on invoices.
 

Date selector

The new date selector on reports enables users to navigate smoothly from one period to another.
 

Duplicate bill detection

Improved Vendor Bill duplicate detection. Potential duplicates (using Bill references) both in draft and posted entries are looked for in the database before creating the new move. Smart links are available to directly navigate to the potential duplicate(s).
 

Financial budgets

On the profit and loss report, display and compare the report's figures with financial budgets that are separate from analytic budgets.
 

Follow-up report, customer statement, and partner ledger revamp

The Follow-up and Customer Statement views and modules were removed and merged. Follow-up reports can be configured to automatically add followers to the client chatter on execution. Miscellaneous entries impacting the client account will be excluded from the reports by default. The Partner Ledger includes additional options and is displayed similarly to a customer statement, with unnecessary columns hidden. It can also be sent directly to customers.
 

Import matching numbers

Add a matching_number to your CSV import of lines. Odoo will wait for all related account moves to be posted and try to reproduce the reconciliation when that happens. If it fails, the imported reconciliation will be discarded.
 

Installment payments

Registering a payment from the invoice form view considers installment amounts defined on the payment terms. The customer portal clearly displays what has already been paid.
 

Intercompany transactions

Improve flexibility of managing intercompany transactions by using booleans instead of radio buttons.
 

Invoice Analysis report

The Invoice Analysis report offers margin and a simple inventory valuation measure based on customer invoices and vendor bills without requiring the Inventory app.
 

Journal email alias

If an email that contains no usable file is received on an email address set as a journal alias, an automatic response is sent to the sender informing them that no document was received.
 

Journal report

The UI of the journal report has been simplified. Performance is prioritized over detailed transactions, but detailed transactions remain available for export.
 

Legal notes on taxes

Specific legal notes can be added to taxes to be shown on documents when the tax is used. This enables covering more granular business cases than legal notes based on fiscal positions.
 

Loan management

Manage acquired loans with automated adjustments based on your defined or imported amortization schedule.
 

Lock dates wizard 

Allow locking by journal type; add a hard lock date and exceptions management mechanism.
 

Matching numbers

Matching numbers have been simplified and are displayed with colors. Partial matches have been improved and specify which moves are partially matched together with a proper identifier.
 

Multi-ledger

Multi-ledger usability has been improved in multi-company settings for better grouping, default selection, and filtering.
 

New documents layout

Three new document layouts were added for more customizations.
 

New product widget

Products and descriptions are now combined in a single column in invoice line edition.
 

OSS periodicity

OSS reports now follow their own periodic schedule, separate from the fiscal one. OSS sales reports are filed quarterly, while IOSS reports are filed monthly.
 

Overdue invoices and online payments

Customers are shown overdue amounts on their portal. Smart links are provided both on the portal and in follow-up reports to proceed with quick online payment of overdue amounts.
 

Partner payment method

Specify preferred payment methods per partner (incoming and outgoing). You can then filter and group invoices per payment method to create payments in mass more easily. When a payment for a specific partner is created, that partner's preferred payment method will be selected by default.
 

Payment terms

Added a new payment term date calculation type: "Days end of month on the".
 

Payments without accounting entries

Payments do not create an accounting move unless an outstanding account is set on the linked payment method.
 

Peppol

Send invoices on the Peppol network while still receiving your bills in any other system.
 

PO/Bill matching

Advanced PO matching: A new screen is available to manually match open purchase order lines and vendor bill lines together. You can also create completely new purchase orders directly from vendor bill lines and add lines as down payments on existing purchase orders.
 

Preferred invoicing method

Define a preferred invoice-sending method and e-Invoice format for contacts to simplify the batch-sending process. Customers can then manage their preferences from the portal.
 

Send & Print visibility

The visibility of the Send & Print feature has been improved.
 

Reconciliation models: generate invoice/bill

New reconciliation model types to create a customer invoice or vendor bill directly from a bank transaction.
 

Reconciliation wizard

The amount is editable when reconciling a single journal item through the reconciliation wizard, allowing for partial write-offs.
 

Register payment on draft invoices

It is now possible to register payments on draft invoices and bills via the action menu.
 

Sales taxes price included/excluded

All standard sales taxes now follow a new company setting defining them as price-included or price-excluded, making onboarding and database setup easier. Individual taxes can be forced as being price-included or price-excluded when needed, overriding the default company setting.
 

SEPA Direct Debit (SDD)

The SEPA Direct Debit (SDD) flow and UX have been improved. Mandates can be sent through a Send & Print action. The pre-notification period is chosen on the mandate and determines when the mandatory notification will be sent to a debtor before a collection.
 

SEPA ISO 20022

The SEPA module has been refactored to clearly distinguish between the ISO20022 and SEPA payment methods.
 

Shared accounts between companies

The same account can now belong to multiple companies, and accounts from different companies can be merged.
 

Split balance sheet horizontally

Balance sheet can now be presented in two halves next to each other to satisfy various regional display preferences.
 

UBL invoice import

When importing a UBL (XML) invoice, Odoo will populate the bank account found in the XML on the partner if possible.
 

Updating imported invoice lines

Add information (e.g., products and tax analytics) to invoice lines imported via electronic invoicing or OCR without impacting the imported information and amounts.
 

Warning for potential duplicate invoices

A warning is displayed when editing a customer invoice if it is a suspected duplicate of another one by comparing the customer, the date of the invoice, and its amount.

 

 

Localizations


Argentina 🇦🇷

Accounting: Allow multiple checks when registering a payment. Improved VAT summary with additional details on taxes. The computation of withholding taxes has been automated. Improved withholding support on payment creation.
 

Australia 🇦🇺

Accounting: Australian taxes have been cleaned up to better suit the market. TPAR taxes are now archived by default. Importers can now manage deferred GST (DGST) entries and related monthly BAS closing easily. Added support for tracking deferred GST. Added new "W" payroll sections to the BAS report. Added new flow to support other amounts withheld (W3).
 

Payroll: Complete Payroll revamp: Combined all rules in a single salary structure. Updated the new 2024-2025 tax schedule rates. Added the necessary code to submit official compliance tests for STP Phase 2 and SuperStream [Compliance in process]. Completely revamped other input types and super contributions. Added the possibility to import YTD balances for employees transitioning to Odoo Payroll. Completed child support and Medicare levy variation flows. Batch payments directly from a payslip batch, and reconcile them easily. Payroll is linked to Expenses and Accounting for Australian businesses. Termination payments: the whole of tax schedule 7 (from the ATO) has been implemented for unused leaves. Withholding variation can also now also be applied to unused leaves as per variation notice. Added support for Ordinary Time Earnings. Manage both super guarantee and concessional super contributions. Manage workplace giving and director fees.
 

Bangladesh 🇧🇩

Accounting: The chart of accounts, fiscal positions, taxes, tax report, corporate tax report, and a list of states have been added.

Payroll: New localization including salary rules calculations, income tax credit handling, and income tax slab calculations.
 

Belgium 🇧🇪

Accounting: The Individual Accounts report was improved and displays more content.

Payroll: Export work entries to Group S, Partena, and UCM. The end of the notice period is computed more accurately. Automate multifunctional declarations (DMFA) and related changes through the secure file transfer protocol (SFTP) function directly in Odoo.
 

Brazil 🇧🇷

Accounting: Added the Operation Type to be selected on the invoice or sales order to support more CFOP cases. Implemented e-Invoicing and tax computation for services using Avalara Brazil. Set a default CNAE code on a company or select a specific one on a contact or invoice. Added the PIX payment method to collect payments. The eCommerce module has been adapted to work with taxes and EDI invoice issuance. Create vendor bills from an NF-e XML import. Electronic invoicing for goods sold to end consumers is supported via Avalara Brasil, with related PoS adaptations.
 

Bulgaria 🇧🇬

Accounting: Added Bulgaria National Bank as an available currency rate provider. Sales and purchase ledgers are now downloadable from the tax report.
 

Canada 🇨🇦

Accounting: Generate batch payments to vendors (EFT) through a CPA005 file.
 

China 🇨🇳

Accounting: Added chart of accounts for large businesses in China.
 

Colombia 🇨🇴

Accounting: Implemented e-Invoicing with DIAN. The eCommerce checkout process has been updated to make it compatible with the DIAN requirements on electronic invoices. Banco de la Republica de Colombia was added as a currency rate provider.
 

Cyprus 🇨🇾

Accounting: Added the base localization package (chart of accounts, taxes, fiscal positions, balance sheet, profit and loss, and tax report).
 

DACH

Accounting: The DIN5008 report for the DACH region is implemented in XML instead of Python, increasing flexibility when editing.
 

Ecuador 🇪🇨

Accounting: Integrated purchase reimbursement flow. Integrated EDI invoice management with the eCommerce workflow. Portal contact information is now editable. Select the withholding base account to be used. Global discounts and negative lines on electronic invoices are supported.
 

Egypt 🇪🇬

Payroll: Added EOS rules as per the latest updates, tax brackets to include 27.5%, and the value for the minimum taxable amount. Also added a new master payroll report which allows the user to create a sum of the payroll for each month.
 

Estonia 🇪🇪

Accounting: Updated VAT for Estonia.
 

Guatemala 🇬🇹

Accounting: Added Bank of Guatemala as a currency rate provider.
 

Hungary 🇭🇺

Accounting: Implemented e-Invoicing (starting from 17 onwards).
 

India 🇮🇳

Accounting: The ENet Payment CSV generator module allows to generate CSV files for vendor payments. Fetch vendor bills, credit notes, and debit notes from the GST portal.

Payroll: Rework of reports. Departments are now available on payslips.
 

Indonesia 🇮🇩

Accounting: Added Bank Indonesia as currency rate provider. The payment status via QRIS in the portal is now fetched. Added QRIS QR code to invoices on the portal. Improved e-Faktur range and document management.

Payroll: The localization has been added.

Point of Sale: Payment statuses for Bank QR QRIS transactions are fetched.
 

Jordan 🇯🇴

Accounting: Added the base localization package: chart of accounts, taxes, tax report, and the list of states.

Payroll: New localization including basic salary calculations, tax income brackets, national contribution tax, and social security.
 ​

Kenya 🇰🇪

Accounting: Now compliant with the new Kenyan ETIMS system, including the OSCU checklist.

Payroll: The master report has been added.
 

Korea 🇰🇷

Accounting: The list of provinces and metropolitan cities has been added.
 

Kuwait 🇰🇼

Accounting: The chart of accounts has been added.
 

Luxembourg 🇱🇺

Payroll: Rework of the localization, improving monthly computation and gratification. Support for CIM credit has been added.
 

Malaysia 🇲🇾

Accounting: Implemented e-Invoicing with Peppol PINT Malaysia. Added the statement of account report. Added Bank Negara Malaysia as currency rate provider.
 

Mauritius 🇲🇺

Accounting: The base localization package was added: taxes, fiscal positions, and tax report.
 

Mexico 🇲🇽

Accounting: Improved XML invoice import: withholding taxes support, improved bill duplicate detection using the Folio Fiscal ID, invoices are marked as "to check" when a potential problem occurs during the import (such as bad tax detection). Simplified Addenda management. Implemented delivery guide update 3.1 (available from Odoo 15). You can edit the payment way to declare in the CFDI payment complement directly on a bank transaction (without needing a payment in between). Cuenta Predial values added on products are included in the products' CFDIs. Configure and add local taxes in the CFDIs generated in Odoo. The RegimenFiscal, if specific to a branch, is taken into account when emitting a CFDI, even if the certificate and the RFC number belong to the main company. The Complemento de Pago payment cancellation flow with replacement has been improved. Added the Complemento de pago generation for generic customers.
 

Morocco 🇲🇦

Accounting: Export the tax report in XML format. The ICE (Identifiant Commun de l'Entreprise) is now displayed on invoices to ensure compliance with Moroccan regulations.
 

New Zealand 🇳🇿

Accounting: You can now pay NZ suppliers faster by downloading batch payments in the EFT Batch Transfers format for the following banks: Westpac, BNZ, 8ANZ, ASB. Added Remittance Advice Report. Configure a start date for the fiscal period that is different from January 1st.

Payroll: The Employment Hero integration is now available in New Zealand.
 

Nigeria 🇳🇬

Accounting: The base localization package was added: taxes, fiscal positions, tax report, and withholding tax report.
 

Pakistan 🇵🇰

Accounting: The existing withholding taxes have been improved and new ones introduced. Two new tax reports are also available and the list of states has been added.

Payroll: New localization including basic salary calculations, tax brackets, and tax deductions.
 

Peru 🇵🇪

Accounting: Added the detraction amount to the invoice's PDF report. Integrated EDI management with the Point of Sale order and eCommerce order workflows. The PLE 12.1 and PLE 13.1 inventory reports have been added for detailed inventory tracking. The PLE 1.1 and 1.2 reports have been added to track all cash transactions and current account operations, including inflows, outflows, deposits, withdrawals, and transfers.
 

Philippines 🇵🇭

Accounting: Added new 2550Q (2023 version) tax report and SLSP report. The new standard check print layout has been implemented (available from 17.0). Withholding taxes and support for SAWT and QAP reports have been added.
 

Qatar 🇶🇦

Accounting: The chart of accounts has been added.
 

Romania 🇷🇴

Accounting: Implemented the E-factura sending to SPV, as well as the flow required to get Access Tokens from ANAF to use the web services.
 

Rwanda 🇷🇼

Accounting: The base localization package was added: chart of accounts, taxes, fiscal positions, balance sheet, and profit and loss report.  

Saudi Arabia 🇸🇦

Payroll: Added a new master payroll report which allows the user to create a sum of the payroll for each month. The end-of-service calculations have been improved, and the GOSI calculations have been updated. Generate the SIF file as part of the Wages Protection System payroll process.
 

Singapore 🇸🇬

Synchronize your journal entries to Odoo from Employment Hero (previously KeyPay).
 

Spain 🇪🇸

Accounting: Added the possibility of filling in Invoicing Periods and changing Payment Means on invoices for Factura-e. Send vendor bills to the Batuz Tax Agency. Added new contact types on contacts for Factura-e Administrative Centers support. Added AEAT modelo 130. The Modelo 303 has been updated with the Q3 2024 changes from the AEAT. The TicketBAI implementation has been updated and is triggered on Send&Print. Point of Sale: TicketBAI allows to send Factura Simplificadas directly from sales orders without having to create separate account moves.
 

SYSCOHADA

Accounting: Each of the 17 member countries of SYSCOHADA now has its own localization module. They all have their own taxes and tax report configured while having the common OHADA chart of accounts. The new NPFE-specific chart of accounts and industry-dependent reports have been implemented based on the SYCEBNL referential.

Payroll: New localization supporting basic calculation, tax income brackets, national contribution tax, and social security.
 

Tanzania 🇹🇿

Accounting: The base localization package was added: chart of accounts, taxes, fiscal positions, tax report, balance sheet, and profit and loss report.
 

Thailand 🇹🇭

Accounting: The Bank of Thailand has been added as a currency rate provider.
 

Turkey 🇹🇷

Accounting: A default return from sales account is now defined in the sales journal and product form. New taxes and a new tax report have been introduced.

Payroll: New localization including social security premium/insurance calculations for employment and unemployment added to the salary rules; income tax calculations added, as well as stamp tax deductions for more accurate taxation results.
 

Uganda 🇺🇬

Accounting: The base localization package was added: chart of accounts, taxes, fiscal positions, and tax report.
 

United Arab Emirates 🇦🇪

Accounting: The corporate tax report has been added. Configure a start date for the fiscal period that is different from January 1st.

Payroll: A new master payroll report has been added. It allows calculating a sum of the payroll for each month. Generate the SIF file as part of the Wages Protection System payroll process. The salary rules have been updated to include provisions, social insurance, DEWS, out-of-contract days, remaining leaves balance payments, other inputs for bonuses, arrears, and other allowances. The EOS calculation has also been updated to take into consideration the free zones' calculations. The payslip printout formats have been updated, and the end-of-service printout format has been introduced.
 

United Kingdom 🇬🇧

Accounting: Several UK-based companies on the same database can now simultaneously connect to HMRC without needing to manually remove credentials. Configure a start date for the fiscal period that is different from January 1st.
 

United States 🇺🇸

Accounting: Companies can print their checks on blank check paper directly from Odoo without relying on a third party to pre-print their format. The tax created using the Avatax module features shorter tags and uses tax groups to improve the display. Added a compatibility module between the Amazon module and the Avalara tax computation.  

Payroll: Display the accrued time in the payslip period on the printed payslip. Alabama, Nevada, Washington, and Colorado are now covered, including the workers' compensation for Washington State. Generate a CSV file with an overview of the hours worked and time off to import into ADP.
 

Uruguay 🇺🇾

Accounting: Base localization package configuration updated (chart of accounts, LATAM module dependencies added). The DGI e-Invoicing via Uruware was implemented.
 

Vietnam 🇻🇳

Accounting: The tax report has been updated. Integration with SInvoice for e-Invoicing has been implemented.
 

Zambia 🇿🇲

Accounting: The base localization package was added: chart of accounts, taxes, fiscal positions, balance sheet, and profit and loss report.  

Appointments


Appointment types: chatter and template

The appointment type form now features a chatter. Load an appointment type template to get started quickly.
 

Booking status

Manage your bookings' status (requests, booked, no-show, etc.).
 

Confirmation customization

Customize your Appointments page to hide details you don't need such as timezone or duration.

Conflicting meetings warning

Get a warning when an attendee already has a meeting planned, even if the Employees on Appointments module is not installed.
 

Duplicate bookings detection 

Visitors get a warning when booking a potential duplicate meeting.
 

Dynamic snippet 

Specific appointment types are now showcased in a dedicated snippet.
 

Instantaneous confirmation emails

Appointment confirmation emails are sent instantly after the booking is confirmed.
 

Payment by seat quantity

Allow customers to pay based on the number of seats they book.
 

Share availability

Configure your custom availability link in a simplified form.

 

 

Appraisals


Multi-company employee management

You can now manage employees and appraisals in a multi-company environment.
 

360 feedback

Resend the request for 360 feedbacks for multiple employees at once.
 

New notification option

Choose to follow an appraisal and to get notified of 360 feedback answers.
 

New onboarding screen

Demo data has been improved to remove code complexity and multi-app usage errors.
 

Request hierarchy

The creator of the appraisal, in case of higher management action, is automatically added to the appraisal.

Approvals


Filters

Added new filters and "group by" options.

 

Attendances


Extra hours validation

Validate all or partial values of the extra hours worked.
 

Automatic check-out and missing hours

The settings for automatic check-out and absence management have been added.
 

Improved UX

Revamped multiple UX aspects.

 

 

Barcode


New design

A new design improves the user experience.
 

Create product with barcode lookup database

Scanning a new product that belongs to the barcode lookup database prompts creating a new product complete with editable information from the barcode lookup database.
 

Group batch lines and disable add product ​

Group batch lines of the same product. Disable adding unwanted products in picking.
 

Hide quantities

It is possible to hide supposed quantity on inventory adjustments.
 

Hide reserved lots and serial numbers

It is possible to hide reserved lots and serial numbers on transfers.
 

Multiple serial numbers scan

Generate QR codes containing all the serial numbers contained in a package and scan them on receipts to record lots and serial numbers en masse.
 

RFID support

Use an RFID scanner for superfast receipts and inventory adjustments of products with RFID labels.
 

Scan transfers

Filter batches by scanning a transfer, a product, or a package.
 

Serial numbers and lots improvements

It is possible to scan a lot or serial number from the Barcode main screen to show its details.
 

Sign delivery

Companies who make their own deliveries can now sign these deliveries by scanning a barcode.

 

 

Calendar


Default appointment duration

Define the default duration of an appointment by saving it as a user-defined default.

 

CRM


Expected revenue

The expected revenue for leads is updated upon quote confirmation.

 

Dashboards


Manage dashboard sharing

Publish dashboards to make them visible to others or keep them private.
 

Company-specific dashboards

Define a company for your dashboards.
 

New dashboards

The following dashboards were added: Purchase & Vendor analysis, Operation analysis, POS - Restaurant, Warehouse Daily Analysis, Warehouse Metrics, and Email Marketing. ​

 

 

Discuss


@everyone mention

Ping all channel members at once without mentioning them individually.
 

Activities: list view and mass actions

Go through the activities of the day thanks to a comprehensive list view and manage them using the list view buttons.
 

Activity plans: timing

Define the timing of each activity of an activity plan.
 ​

Actual chatter in portal

Portal users can now interact more easily: add reactions, copy message links, and edit or delete their messages directly in the portal's chat. 

Breadcrumbs

Go back to the previous view when opening Discuss thanks to the breadcrumbs. 

Canned responses

You now need to manually select the canned response for it to be inserted. Canned responses can be private or shared. 

Chat window

Minimized chats appear as bubbles in a more natural order. 

Configuration improvements

Improved notification management through the configuration and adjustable default settings through the general menu. 

Copy message link

Share the content of a message from another thread via a link. 

Emails: dynamic placeholders

Dynamic placeholders can be inserted in emails using a dedicated button. 

Heavy attachments

In order to prevent email servers from refusing emails, heavy attachments are now turned into links. 

Mail composer

The mail composer has been improved. 

Message scheduling

Schedule messages to be sent later. 

Mobile push to talk

In a call's settings, choose from Voice Detection or Push to Talk options. 

New message separator

Easily identify new messages with a separator that appears above the last unread message. 

Persistent composer

Stop losing the content of your messages when switching from the full to the small composer of the chatter due to a network connectivity issue or accidentally clicking the close icon.
 

Sub-threads

Sub-threads have been introduced to enable secondary discussions within a channel.

 

 

Documents


Attachment smart button

The document smart button connects accounting records to related documents.
 

Automated document deletion

If Files Centralization is enabled, deleting a record will send its attachments to the trash in Documents.

Full resolution images

Full resolution is kept when uploading documents. 

Hotkeys in Split PDF tool

Use hot keys to perform actions in the Split PDF tool.
 

Preset splits and selection

Use SHIFT S​ in the Split PDF tool to split the doc on blank pages and remove them. 

Workspace sharing

You can now share a workspace from the workspace navigation panel. 

Workspace, rights & share management

The app has been revamped with a new design and new rights, share, folder, and action management. 

XML files with an embedded PDF

Preview XML files containing an embedded PDF.

 

 

eCommerce


Attribute selection follows users

If you apply filters on the shop page of your eCommerce, the correct variants will be selected when navigating to your product pages.

Click & Collect 

The new Click & Collect feature allows customers to check the in-store stock and pick up their order at the store of their choice.

Delivery form moved to checkout

Users can now select their preferred delivery method during the delivery stage of the checkout.
 

Display product.template

Show product templates instead of variants in the "Products" building block, if desired. 

Configure products

eCommerce products can now be entirely configured from the backend. 

Mega menus

Build your mega menu based on eCommerce categories. 

New interface for pick-up points

A new pick-up point interface is now available for both SendCloud and Fedex.
 

Customizable category pages

Customize product category pages with building blocks. 

Optimized product images

Product images are converted to the WebP format on the website when uploaded from the backend. 

Product ribbons for variants

Create ribbons easily and apply them exclusively to product variants, not just product templates. 

Save for later

Customers can now move products to their wishlist directly from the cart. 

Shop display options

Decide whether all users or only those who are logged in can access your /shop page. If the latter is chosen, unlogged users won't have any visibility into your product catalog. 

Sign in/up button visibility

When unlogged customers place an online order, they must first enter their email address and have the option to sign in directly. If enabled in the website settings, they can also subscribe to your newsletter at this step.

 

 

eLearning


Sequences on additional resources

The order of the additional resources added to a course's content is now kept on the front end.

 

Email Marketing  


Opt-out reporting

Use the opt-out report to see why subscribers unsubscribe. 

Optional contact name split

Split mailing contacts into a first and last name. 

Recipient clicks

See which recipients clicked links in mailings. 

Tracker granularity

Track multiple links leading to the same URL and see which one gets the most clicks.

 

 

Employees 


Improvements to the activity plan and user experience

The employee activity plans have become more efficient in dealing with unassociated managers. The user experience has also been improved by adding a new tab for salaries, supporting legal names, and more.

Attendance Management

The attendance pre-control settings have been redesigned, and the attendance report has been removed, as all of its options are now available through a Kanban view for employees.

Avatar card preview

You can now click on the avatar card in the planning, time tracking, and human resources applications to get a quick overview of your resource roles and skills.

Smart button for the return date from vacation

Display the return date of employees from vacation using a custom smart button.

Bulk signature requests

Request signatures from a selected group of employees in the list display.

Vision of Department Managers

Managers can view reports and information related to their teams without needing additional access rights in human resources.

Organizational Plan: New Filtering Factors

New filters have been added to the organizational chart.

Employee bank accounts

Managing employee bank accounts from the employee application using a custom list.

Colors of Skills

Assigning colors to skill categories.

 

 

 Events


Events from the Point of Sale System

Event sales through the point of sale system.

Popup Registration Button

Attendees can now register from any page.

Creating leads retroactively

Creating leads retroactively from the event attendees.

the vision

Allow everyone, or only registered users, or anyone with a link to register for the event.

 

 

Expenses


Add a supplier for the expenses paid by the company

Employees can now specify the expense source that the company pays to improve the completeness of information and facilitate the bank reconciliation process.

Create a draft record after approval

Entries are created as drafts after manager approval instead of being created and published simultaneously at the "publish" stage. This gives the accountant greater flexibility, as they can manage everything from the accounting application, and it simplifies the synchronization of cases between expenses and accounting.

Improvements to the report in the following pay stub

The compatibility between the expense and payroll applications has been improved. Publishing the diverse payroll entry creates an expense vendor invoice, publishes it, and reconciles it. The vendor invoice is immediately reconciled with its corresponding amount in the diverse entry and is considered paid. Additionally, users can now remove expense reports from pay stubs in the case of drafts or canceled entries.

 

 

Field service 


Janet's offer

You can easily assign unassigned tasks by using the Gantt view when filtering for specific users.

Receiving products

Display the products that need to be received for field service tasks via a smart button.

Location-based planning

Gather field service tasks by location to plan effective movements between work sites.

Simplified presentation of mobile phones

Browse tasks easily through a simplified mobile view for on-site workers.

skills

Assign tasks to the right people based on their skills.

 

 

Fleet of vehicles 


Standardizing the user experience for contracts

The vehicle stages have been modified and multiple improvements have been made to ease of use.

Send a mass email to drivers

Send an email to a selected group of drivers using the mail processor.

 

 

Customer Support (Helpdesk) 


Forum Improvements

Creating support tickets from forum posts.

 

Inventory


Improvements in push and wave capture

Automation of wave capture creation. When aggregating transitions into waves/batches, common elements among all transitions, such as contact or location, appear in the description of the wave/batch.

Creating background requests in advance

Dividing pickup operations before verification, allowing for delivery at two different locations or dates.

Serial numbers and batches across companies

The batch numbers and sequences have become fully traceable across multiple companies. When a transfer occurs between companies, the batch numbers and sequences remain preserved.

User Interface for the Dashboard

The user interface of the inventory dashboard has been redesigned.

Distribution Management System

Organizing delivery routes and managing shipments using your own fleet or external logistics services.

Simplifying the return process

When creating a return, a new shipment is generated to send the new products back.

Package Location Adjustment

Change the package location without the need to create a move, and move packages using a Kanban view.

Layer Value Adjustment

Modification of the specified evaluation layers for re-evaluation.

Inventory Reports Interface

Redesign of the inventory reports list.

Production for Inventory and Demand

When setting the rule "take from stock, and if not available, activate another rule," a purchase order is only triggered for the missing quantity from the new transfer.

Manual barcode entry

You can now enter barcode numbers manually.

Next transfer button

A new smart button has been added in the transitions to display the next related transitions.

Payment to Withdrawal Rules and Flexible Paths

The payment rules are now activated upon confirmation of transfers. Transfers are no longer created in advance, providing greater flexibility. Transfers waiting for another transfer no longer occupy space. All default multi-step routes have been redesigned to reflect this change.

Storage Rules

Improving storage rules for placing incoming products in locations that contain or have contained quantities of the same product.

Tracking upon delivery

To facilitate the transfer of tracked products that were not tracked upon receipt, they appear as untracked products in the transfers.

User Rights: Inventory Adjustments

Users can now apply adjustments to the inventory.

Evaluation by batch/serial number

Each batch or serial number of the same product now has a separate rating.

Display empty sites

Display the empty sites from the list of sites.

 

 

knowledge


Article Organization

Browse articles using an expandable and collapsible tree.

Calendar Start/End Display

Specify the start and end time of the calendar within the article.

Navigation in the hierarchy

Locate the article you are reading through a new top bar.

Full text search

Searching within knowledge articles through a new search interface.

Shared Articles

When sharing a published article, the navigation panel for the "public article" is no longer displayed.

 

 

Live chat


Abbreviations Discussion and Command Panel

Join or leave live chat channels directly from the discussion app or from the command panel.

 

Maintenance


Fields of characteristics for maintenance tasks

Creating custom property fields for maintenance tasks.

 

Manufacturing


Main Production Schedule

The design has been updated and the following features have been implemented: annual planning, automatic supply mechanism, maximum batch size for replenishment in manufacturing, and import template. When accessed from the Bill of Materials (BoM), the main production schedule is available across all levels of the bill of materials for a complete view.

Mass production of sequence numbers

Determining component consumption in the redesigned mass production processor.

Ongoing work

Recording journal entries for ongoing work on continuous productions to document the consumption of materials and labor in the balance sheet.

Overview of the Bill of Materials (BoM)

Availability now also takes into account the availability of the work center.

 

 

Marketing Automation


Activity Summary

An interactive summary that simply explains what the activity will involve.

Server selection

Select any mail server used to send automated email campaigns.

Templates for E-commerce Workflows

Templates for marketing automation tailored for e-commerce flows have been added.

WhatsApp messages as an activity

Scheduling WhatsApp messages for your marketing automation campaigns.

 

 

Marketing Card


New social app

Promote events through community marketing, and follow up with speakers, attendees, and sponsors.

 

Meeting rooms


Full screen mode

The meeting rooms application now supports full-screen display.

 

Online payment


Display unavailable payment methods

Payment models now display payment methods that are unavailable to internal users in debug mode to help them understand why a particular payment method is available or not.

Razorpay

Razorpay now supports tokenization and EMI plans as a payment method.

Removing unused software modules

Payment providers Alipay, PayU Latam, and PayUmoney have been removed.

Xendit

Tokenization is now supported for Xendit.

Mollie

The payment method "Twint" has been added.

Worldline

Now available as an electronic payment provider for Europe, replacing the payment providers Ogone and SIPS.

Worldline

PayPal

PayPal has been integrated with a new payment flow that allows customers to pay without leaving Odoo.

 

 

Salaries


Automatic installation of localization

The localization is automatically installed if it is available for your country.

Dashboard Warnings

The dashboard warnings now include additional options.

Flexible number of roles

It is now possible to have more than two parties that must sign the contract.

Creating payroll vouchers

The payroll voucher creation wizard has been redesigned to improve data selection.

Number of employees

Display the number of employees based on contracts at any given time.

Smart Button for Presentations

Navigation between signed offers and contracts via a smart button.

Payroll Voucher Template

Definition of the payroll voucher template structure, with new styles available for classic and lightweight templates.

Condition/Rule calculation based on inputs

Definition of salary rules using the condition/account type "Other Inputs".

Types of Salary Attachments

The types of salary attachments have been merged with other types of inputs.

Salary Component: Bicycle Categories

The fleet: In the salary component, the bikes are displayed within categories.

Searching for salary rules by code

Searching for salary rules using Python code, which examines the conditions and rules of calculation.

Title, Position, and Department

The employee's title, position, and department are updated only at the beginning of their new contract.

Unified Payment Report

A general payment processor is available through various configurations, with the ability to generate a CSV file for each case.

Year-to-date calculation

Setting the year account to date on the payroll vouchers according to the structure, with the option to specify the end date of the year.

 

 

Planning


Consider availability

Prevent scheduling shifts on days when employees are unavailable to work by considering availability when creating recurring shifts.

Flexible work schedules

Creating completely flexible work schedules for employees, without fixed daily or weekly hours, or specific workdays.

Hour analysis is color-coded in the Gantt chart

Quickly identify excess or deficient hours in the Gantt chart by aggregating employee data.

Integration with Rent

When confirming a sales order that includes a rental product designated for service planning, the shift is automatically scheduled for the rental period.

Cancellation of Shift Division in Gantt Chart

Canceling the shift division in the Gantt chart with just one action.

Reversal of "Automatic Planning"

Reversing the "automatic planning" procedure to immediately remove all open shifts and scheduled sell orders automatically.

Cancellation of Shift Scheduling

Shifts can be unscheduled from the Gantt view using a custom button.

Product Lifecycle Management (PLM) 


Improved UX

Determine whether the Engineering Change Order (ECO) updates the product version or the bill of materials. A dedicated section for work order instructions has also been added.

 

Point of Sale (PoS)


Point of sale

Full integration with AvaTax.

Recording cash differences

The cash count is now being recorded when opening and closing the cash drawer in the point of sale session log.

Creating products at the point of sale

It is now possible to create and edit products directly from the point of sale application.

Customer Display

The customer display can now be used on any device remotely without the need for an Internet of Things (IoT) box.

Editable payment methods

You can now modify the payment methods before printing the receipt.

Redesign of the point of sale

The point of sale interface has been completely redesigned with a focus on simplicity and user experience.

Payment via QR code

Customers can now pay using their bank's app.

Restaurant: Predefined Internal Notes

Define frequently used internal notes (such as "No Dressing" or "Emergency") to add to orders with the click of a button.

Restaurant: Merging Tables

Quickly merge tables to gather orders, for example, for large groups of people.

 

 

projects


Dedicated hours in the progress bar of the game

The workload for employees is now displayed in the progress bar in the Gantt chart, based on the time allocation for tasks.

Analytical plans for projects

Get clear financial reports by allocating project costs and revenues to different analytical plans. Use analytical entries to track final costs and monitor costs/revenues from inventory receipt operations. Reissue invoices for delivered products and configure products to automatically create tasks in the projects specified in your quotes.

Burn-up chart

Get an analysis of the ascending burn chart for your projects.

Taking deadlines into consideration

Automatically consider deadlines when scheduling tasks as a batch in the Gantt chart.

Display of deadlines in Gantt chart

Quickly view the project's start and end dates from the Gantt chart of its tasks.

Kanban View: Creating Subtasks

Create sub-tasks from the Kanban cards of your tasks.

Improving Task Hours

The hours for assigned tasks are now based on their scheduled dates.

Project Sharing

Users of the portal can now be granted the right to edit all project tasks or only the tasks they are following. With full editing rights, they can choose the communications they follow and can also mention @the names of other followers in the tasks.

Top bar for navigating between related project records

Access related records such as timesheets and invoices from the Kanban view of tasks using the built-in actions in the dashboard. Add custom actions and choose to share them or keep them private.

Track changes in tasks

Monitor changes to the task description and revert to previous versions when necessary.

 

 

Purchases


Amounts in local currency

Display the totals in the company's currency on purchase orders and compare the alternatives using the company's currency.

New type of purchase agreements

A new type of purchase agreement has been added to easily create fixed quantity requests for quotes.

Management of Request for Quotations via Email/Portal

Customers can accept or reject quote requests via email or the customer portal.

Tracked products: Generating batch numbers

Generating batch numbers upon receiving tracked products.

 

 

quality


Quality checks using spreadsheets

Use spreadsheets to conduct quality checks.

Repeat examination on request

The type of inspection frequency on demand has been added for quality control points.

reports

Improving reports on the quantities that have been accepted or rejected.

 

 

Employment


Access rights

Employment access rights no longer affect employee access rights.

Management of Duplicate Orders

Display information about duplicate requests on the website. Administrators can reject all duplicate requests at once.

Email Analysis

There is a list for email analysis that defines the rules for extracting the applicant's name from general email messages from job recruitment sites.

Job Models: Conditional Questions

Fields can now be displayed in the job form only for a specific job description.

Jobs Department

The jobs page on your website has been added to the main menu.

Group Email Templates

Use an email template when sending a message to multiple applicants at the same time.

Integration with Monster

Post jobs on job sites like Monster directly from Odoo.

New Candidate Form

A new candidate form has been introduced to assist in processing multiple applications at the same time.

Referral campaigns

Start a job referral campaign from the recruitment app and send it to a group of employees.

Rejected the offer

In the payroll component, use the notes button to communicate with the hiring manager. The offer can be declined with a reason for the rejection noted in the hiring process.

Payroll Component Cases

The cases in the personal information section of the payroll component are linked to the specified country.

Skills in the Job

Match job skills with applicants in the database to find the most suitable.

 

 

References


Filtering of rejected referees

A filter has been added to display the judges who have been rejected.

Sending via text messages

Sending referral links for specific jobs via text messages.

Sending via WhatsApp

Sending referral links for specific jobs via WhatsApp.

Maintenance 


Improvements

Quality inspections are now also available for maintenance orders. Different locations for the finished product and components can be specified.

Sales


Shopee Integration

Importing orders and delivery notes, and synchronizing inventory levels with Shopee integration.

Amazon Connector

A free order is now being created when a product is replaced by Amazon.

Remove attribute values

You can now delete attribute values that are no longer in use, even if they were previously used in some products (they must be deleted from those products first).

Aggregated products

The bundled products are now available in e-commerce and sales applications, allowing the integration of multiple products into one product with the option for customers to choose from several options.

Commission Plans

Management of commission plans for sales teams.

Designated areas in the PDF quote builder

The PDF quote generator has become more flexible, allowing you to choose when and where to use it and to include custom text for each quote in the file.

Customer Offer Notification

Sales representatives can determine whether they want to receive a notification when the customer views the offer.

Dynamic sales description from the presentation template

Providing product descriptions in a presentation template for use in presentations based on it.

EDI for Orders

Drag and drop the customer purchase order to create a new sales order. If the purchase order is from Odoo or contains the correct information in XML format, the order will be filled automatically.

Gelato

Connecting Odoo to the Gelato print-on-demand service.

Main Categories Management

Inclusion of subcategories in general filters.

The Gateway: Loyalty Cards and Digital Wallet

Customers can access their loyalty card balance and e-wallet through the customer portal.

PDF Quote Builder Enhancements

Any field from the form (including custom fields) can be used in the PDF quote builder.

Redesigning the price list and print formats

The methods for displaying and using price lists have been simplified. Price lists can now be created in PDF, CSV, or XLSX formats.

Product documents in email templates

The "Send Quotation" and "Order Confirmation" templates have been modified to include the product documents available to the customer in the portal.

Product Model Display Enhancements

The product model has been redesigned, replacing the types of storable and consumable products with a type called "goods," and the tracking field specifies whether and how the product is tracked.

Product prices

The adjusted prices on sales order lines are no longer recalculated when the quantity is changed.

Product updates when attribute changes occur

Update all products when adding a value for an attribute or changing the additional cost of an existing value.

Product Descriptions

Products and descriptions are merged into a single column when editing sales order lines.

Ordering the sequence of quotation templates

Ordering price quote templates by importance.

Removal of abandoned units

The eBay connector has been removed.

Ask ChatGPT

References


Filtering of rejected referees

A filter has been added to display the judges who have been rejected.

Sending via text messages

Sending referral links for specific jobs via text messages.

Sending via WhatsApp

Sending referral links for specific jobs via WhatsApp.

Sign


Post customization by network

​Customize your content by splitting posts across networks to better suit each audience.

Image-only posts

Publish posts only containing an image on social media.

Instagram: multiple image posts

Post multiple pictures in a single Instagram post.  

New LinkedIn API

Radio buttons can now be added to documents from the fields list.

Shop Floor


UX improvements

Add operations in any order and add notes. Instruction steps are folded by default.

Social Marketing


Post customization by network

​Customize your content by splitting posts across networks to better suit each audience.

Image-only posts

Publish posts only containing an image on social media.

Instagram: multiple image posts

Post multiple pictures in a single Instagram post.  

New LinkedIn API

Radio buttons can now be added to documents from the fields list.

Electronic spreadsheets (Spreadsheet)


Post customization by network

​Customize your content by splitting posts across networks to better suit each audience.

Image-only posts

Publish posts only containing an image on social media.

Instagram: multiple image posts

Post multiple pictures in a single Instagram post.  

New LinkedIn API

Radio buttons can now be added to documents from the fields list.

Studio


Columns in tables

Add columns in tables with Studio's report editor.
 

Edit buttons

Change the label of buttons in form views with Studio and highlight them as primary or secondary buttons.
 

Data export

Export data and demo data with Studio. ​

Subscriptions


Alignment of billing periods for subscriptions

Adjust the recurring plans to align all subscription invoices on the first day of each billing period.

Future Payment Automation

When customers pay a bill related to a subscription using a payment method that can be saved, a checkbox is displayed that allows for the automation of future payments.

Invoicing based on the delivered quantity

Support for billing subscription products at the end of the period based on a billing policy that depends on the quantity delivered.

Payment by non-tokenizable methods

It is now possible to pay subscriptions using payment methods and service providers that do not support tokens (storing payment data).

Price update and sending email

Informing customers about price updates or changes to subscription terms, with the ability to adjust subscription item prices in bulk.

Recurring plan in e-commerce

Customers can choose a recurring plan from the e-commerce product page.

Subscription Cancellation Timing

Determine whether the subscription should be closed immediately or at the end of the current period when the customer cancels the subscription through the online portal.


Surveys


Live session QR code

Display a QR code to join a live session.

Rewards for quick answers

Improvement of the "rewards for quick answers" option. 

Access restriction

Restrict access to sensitive surveys and assign multiple people to manage surveys with the "Restricted to" field.
 

Scaling question type

Added a new question type: scale.



Time Off


Accrual expiration date

Add an expiration date on carried-over days off.
 

Calendar: working hours

Employee availability is displayed according to their working hours.
 

Duration hours in reporting

Reports are now displayed in days and hours.
 

Leave approval

Approve a leave directly from the overview screen.
 

Remove draft state on leave

The draft state has been removed on time off requests. 

Remove multi-employee leaves

The way multi-employee leaves and allocations are created and managed has been changed. 

Time off policies

Public holidays can now be included/excluded on specific time off types. 

Time off type visibility on employee dashboards

Choose if a time off type should appear on employee dashboards. 

Warning message

Improvement of the warning to use days before end of an allocation. 

Yearly accrual cap

Add a yearly maximum cap on a milestone for an accrual plan.




Timesheets


Grid view: spot missing hours

Quickly identify under-assigned hours in employees' timesheets using the Grid view. 

Weekends in the grid view

Toggle weekend visibility on and off in the grid view.




Website


Blog posts: improved layout

Additional layouts have been added for blog posts. 

Custom page templates

Add any of your pages to the new page wizard so they can be used as a template. 

Default color palette

The color palette has been updated to reflect current design standards, ensuring a more vibrant and up-to-date appearance. 

Document link

Create direct links to documents so you can use them anywhere on your website. 

Google Consent Mode v2 and CMP

Cookie management and new Google Consent Mode V2 rules were implemented. 

Header layout

Customize the layout of the header for blog, event, and eLearning pages. 

Import existing website

Convert any existing website into an Odoo one in just a few clicks, even for existing databases. 

Loading design

The website loading design now features smooth transitions and a clean progress indicator. 

Pastel palettes

New pastel color palettes are available in the theme section. 

Property fields in website forms

Use property fields in forms on your website. 

Shapes animation speed

Customize the animation speed of background shapes. 

Snippets library

Added 60+ new snippets to the library. Enhanced the snippet selection by showing actual previews. The discovery system will help users choose the right snippet thanks to a keyword selection. Users can also replace a dropped snippet with another one. 

Theme preset: colors gradients

Select color gradients for your backgrounds in your color preset. 

Theme redesign

Our 27+ themes have been redesigned to use our new snippets and new color palette. 

Theme selection

The theme selection page has been improved. 

Upload custom fonts

Import your own font families to enhance your website. 

Video lazy loading

YouTube and Vimeo content are now lazy-loaded to improve the website overall speed. 

Website builder

Choose from the whole theme library when building your website.




WhatsApp


Automated notifications

Send WhatsApp messages via server or automated actions.

Centralized chat history

All WhatsApp conversations with a contact can be accessed from the contact's form.