oca-financial/odoo-bringout-oca-account-financial-tools-account_dashboard_banner/account_dashboard_banner/readme/DESCRIPTION.md
2025-08-29 15:43:04 +02:00

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The development of this module started with a simple analysis: accountants tend to forget to update the lock dates. Part of the problem lies in the fact that the lock dates can be seen in the wizard to update the lock dates, but accountants have no incentive to start this wizard regularly to check the lock dates. The idea was to display the lock dates in a banner at the top of the accounting dashboard, so that accountants have the value of the lock dates in front of their eyes.

With such a banner in the accounting dashboard to display the lock dates, there was a great temptation to display other interesting information in that banner, such as some key figures of the accounting: liquidity, turnover, customer overdue, etc. It gave birth to the idea to have a configurable banner in the accounting dashboard!