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AlshayebCo Odoo Check Management
odoo_check_managment

AlshayebCo Odoo Check Management

Check & cheque management: track every inbound and outbound cheque from receipt to cashing, with printing and aging reports

v19.0.1.0.0 Abdelfatah Mohammad (AlshayebCo) Accounting & Finance

Adds models check (mail/activity/image mixins, UniqueIndex on company+bank+check_no for inbound, computed expiry/is_expired, dashboard data methods) and check book (sequence-named, computed state), plus check operation history, check tag, and res bank check-layout attributes (res bank attribute / res bank attribute line). Inherits payment to bundle one2many check_ids and many2many checks_many_ids, overriding action_post/action_draft/action_cancel and _synchronize_to_moves / _prepare_move_line_default_vals to build per-check liquidity lines; journal entry _post and action_post drive cashed/returned transitions; account journal gains is_check_box / is_returned_check_box / direct_return and registers checks_in/out and return payment methods. Settings live on company (direct_check_return, check_account_validation). Transient wizards cover bank/checkbox transfer, return with reason codes, CSV/XLSX import, payment register check entry, issued-bank query, and Aging/Register QWeb reports. A website controller (/bank/check/<id>) with Jcrop JS lets users visually position check fields; backend OWL dashboard (check_dashboard) renders KPIs and Chart.js charts.

Overview

Checks are easy to lose track of once they leave your hands — which ones are still in the drawer, deposited at the bank, cleared, bounced, or handed on to a supplier. This app gives you one place to manage the whole life of every incoming and outgoing check (cheque): create it from a payment or a check book, transfer it to the bank, then reconcile it — or return it if it bounces, before or after reconciliation. The matching accounting is handled for you at each step, and a live dashboard with aging reports shows exactly how much check money is still outstanding and who it is with. Full support for post-dated cheques (PDC), cheque printing on bank stationery, endorsement, and bounced-cheque handling.

Workflow

Check Lifecycle

Created (Payment / Check Book)
Transferred to Bank
Reconciled
Cleared / Cashed

If a check is endorsed

Collected
Endorsed to a Supplier

If a check bounces

Returned (bounced)
Returned to Partner

Key Features

  • Create checks where you work — straight from a customer or supplier payment, or by issuing them from a check book.
  • Issue check books with an automatic numbering range and follow each leaf as it is used, voided, or finished.
  • Move every check through its real lifecycle — created, transferred to the bank, reconciled, cashed, or returned — with the bookkeeping posted automatically at each step.
  • Transfer checks to the bank and reconcile them, with the internal entries created and matched for you.
  • Handle bounced checks with a guided return process and reason codes (insufficient funds, stopped payment, closed account…), before or after reconciliation.
  • Endorse a received check on to a supplier, or return it to the partner when needed.
  • Bundle several checks into a single payment and settle them together.
  • Multi-currency income payment receipts - register cheques in the currency they were written in.
  • Record multiple checks / cheques in one payment receipt, mixing them with other payment methods in the same receipt.
  • Print physical checks on your bank's own layout — position the fields, fonts and your signature or logo per bank, with a print count and a last-printed record.
  • Get automatic warnings for stale or expired checks based on each bank's validity period, and import checks in bulk from CSV or Excel.
  • See everything on a Check Dashboard — outstanding in and out, due this week and month, a six-month cash-flow forecast, aging buckets and top partners — plus printable aging and register reports.
  • Simple setup: pick the accounts used on your check payment methods, and tell the app which journal is your check box and which one handles returns.

Technical Details

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

Menu Structure

Check Management
Dashboard
Account Check Tag
Banks
Bank Attributes
Check Books
Checks
Checks In
Checks Out
Reports
Check Aging Report
Check Register

Security

Access is built on the standard Odoo Accounting groups, so no extra roles need to be assigned. Invoicing/Accountant users can create and manage checks, banks and operations; Read-Only accountants can view checks, check books and banks without editing; and Accounting Managers fully control check tags, bank check attributes and operation records. Checks, operations and check books are restricted by company through global record rules for multi-company isolation.

account.group_account_invoice (Billing) - create/edit checks, banks and operations account.group_account_user (Accountant) - manage check books, wizards and tags account.group_account_manager (Accounting Manager) - full control of tags, bank attributes and operations account.group_account_readonly (Read-only) - view checks, check books and banks

Dependencies

accountant ac_base_dashboard