Bitwerf · Odoo apps

Journal Access by User

Give each user only the accounting journals they work in: other journals disappear from their dashboard and journal fields, and their entries can be hidden too.

$19 one-time per Odoo version · Odoo 17, 18, 19 and 20 · Community and Enterprise
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A branch clerk should invoice from the branch journal, and the cashier should only touch the cash journal, yet Odoo shows every journal to everyone with accounting access. This module adds a Restrict Journals switch and a list of allowed journals to each user. Restricted users see and use only those journals, new documents start in an allowed journal, and anything else stops with a clear message. Users you do not restrict, and Settings administrators, keep full access.

Journals tab on a user: Restrict Journals, hiding of other journals' entries and the allowed journals

What it does

Allowed journals per user

Switch on Restrict Journals on a user (Settings > Users, Journals tab) and choose the journals the user may use.

Same list on each journal

The journal form gets a User Access tab with the allowed users, and the journal list an Allowed Users column. Editing the list on a journal or on a user changes the same list and applies at once; only users without a restriction can change it.

Other journals disappear

Restricted users see only their allowed journals on the Accounting dashboard and in the journal fields of invoices, bills, entries, payments and Register Payment.

Defaults in allowed journals

New invoices, bills, journal entries and payments, and the Register Payment wizard, start in an allowed journal of the right type instead of the company's first journal.

Clear refusals

Creating an entry in another journal, moving a draft to another journal or posting an entry or payment of another journal stops with a message that names the journal.

Hide entries of other journals

On by default for each restricted user: journal entries, journal items, payments and invoice analysis lines of other journals are hidden. Switch it off to let the user open them read-only.

Automatic entries keep working

The exchange difference and cash basis journals of the user's companies stay readable, because Odoo posts to them by itself while reconciling. Restricted users cannot post manual entries there.

Administrators keep full access

Users without the switch are not affected, and Settings administrators are never restricted, even when the switch is on.

How to use it

  1. Install the module.
  2. Open Settings > Users, choose a user and open the Journals tab.
  3. Switch on Restrict Journals and choose the allowed journals; leave Hide Entries of Other Journals on to hide their entries and payments as well.
  4. Or open Accounting > Configuration > Journals, open a journal and add users on the User Access tab.

Screenshots

User Access tab on a journal: the users who may use it

User Access tab on a journal: the users who may use it

Journal list with the Allowed Users column

Journal list with the Allowed Users column

Need it to work differently?

We build custom Odoo modules and changes to this one at a fixed price, from €950 excluding VAT. Small modules are usually delivered within five working days, tested on your Odoo version. Describe what you need to hello@bizzkitt.ai.

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