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Invoice/Bill Show Currency Rate
invoice_bill_show_currency_rate

Invoice/Bill Show Currency Rate

Set and lock your own exchange rate on every invoice, bill, payment and order

v19.0.1.0.0 Abdelfatah Mohammad (AlshayebCo) Accounting & Finance

Inherits journal entry (editable currency_rate computed foreign-to-company, synced to invoice_currency_rate, 10% deviation check in _post), journal item, payment (currency_rate added to sync trigger fields, applied in _prepare_move_line_default_vals and _synchronize_to_moves), payment registration wizard, res currency (_compute_amount/_get_rate overrides), sales order and purchase order (ac_currency_rate passed via _prepare_invoice), purchase order line stock-move price override, stock picking and stock move (ac_currency_rate propagation + valuation overrides _get_price_unit/_get_value_from_account_move), and company/settings for the currency_rate_percentage_validation toggle. Pure model/view extension, no new menus, actions or security files; stock valuation layer model is present but fully commented out.

Overview

Companies trading in foreign currencies often need to book a deal at the rate they actually agreed with a customer or supplier, not the automatic daily rate Odoo pulls in. This module adds a visible, editable currency rate field to invoices, bills, payments, sale orders and purchase orders, expressed the natural way people read it (how many company-currency units per one foreign unit, e.g. 1 USD = 3.5 ILS). The chosen rate flows through to journal entries, sale-to-invoice and purchase-to-bill, and even stock valuation, while an optional 10% deviation guard blocks postings that drift too far from the system rate.

Key Features

  • Adds an editable Currency Rate field on invoices and bills, shown right next to the document date and locked once posted.
  • Shows the rate in human-friendly direction (company units per 1 foreign unit) instead of Odoo's inverse fraction.
  • Auto-fills the rate from the configured currency rate for the document date, while still allowing a manual override.
  • Optional per-company guard rejects posting when the entered rate deviates more than 10% from the system rate.
  • Adds the same editable rate to customer/vendor payments and carries it into the generated journal entries.
  • Carries a chosen rate from the payment register wizard or origin payment onto the resulting accounting entries.
  • Exposes an editable rate on sale orders and purchase orders that is passed straight into the created invoice or bill.
  • Propagates the purchase rate through stock pickings and moves so inventory is valued at the agreed exchange rate.
  • Recomputes product cost from the bill's custom rate when valuing incoming goods instead of the standard daily rate.
  • Defaults the invoice/bill date to today and makes it required on customer invoices and vendor bills.

Technical Details

Technical Name invoice_bill_show_currency_rate
Version 19.0.1.0.0
License OPL-1
Domain ACC · Accounting & Finance

Security

The module ships no custom access rules or record rules; it only extends standard Odoo accounting, sales, purchase and inventory models, so it relies entirely on the existing access rights of those apps (Accountant, Sales, Purchase, Inventory).

Dependencies

account_accountant purchase_stock sale_stock