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The present and future of Accounting's reporting engine

Duration: 25:46


PART 1 — Analytical Summary 🚀

Context 💼

The session is led by Olivier, team lead for the Accounting Reporting team at Odoo, outlining what shipped in Odoo 19 and where the reporting engine is headed. The talk blends technical underpinnings (“one engine to rule them all” introduced in Odoo 16) with concrete UX and workflow updates, and closes with a Q&A on roadmap topics the community keeps asking about. The focus: make reports more integrated with real-life accounting flows, more intuitive to configure, and snappier to use—across all localizations.

Core ideas & innovations ⚙️

Odoo’s reporting architecture remains a single, generic engine usable by every report and localization, with room for tailored exceptions when absolutely necessary. In Odoo 19, integration gets a tangible boost through two big moves.

First, annotations now live where accountants actually work: in the account’s chatter. Previously, notes were tied to a specific report line; now they’re tied to the account itself. The same annotation consistently appears across reports (e.g., Trial Balance, Balance Sheet) and in the Audit Working Files, which even surface the last annotation per account—bringing audit context, collaboration, and documentation into one place. 💬

Second, Odoo introduces Returns as the central hub for compliance tasks. Think of it as a to‑do list for accounting deadlines—submitting tax reports, closing periods, exporting files, and handling web-service submissions. Returns are guided by wizards that explain what to do, what to download, and where to submit (e.g., VAT submission steps in Belgium). This approach reduces the clutter of report-specific buttons and clarifies when and how to act, without breaking existing customizations—legacy report buttons still work in v19 and will remain supported into v20 and v21.

On intuitiveness, Odoo 19 simplifies tax report configuration. Historically, configuring a tax report line involved signs on tags and a confusing “invert tags” field. Odoo 19 removes sign-bearing tags and that “invert” complexity. Tags are now neutral, tied to a report line (e.g., line 42), and the formula dictates the sign. The balance flows straight into the line—readable, predictable, and easier to troubleshoot. 🧠

Performance and UX are an ongoing theme. Odoo 18 made report filters asynchronous; Odoo 19 lets you set filters even before the initial report load completes, shaving perceptible delays. Looking forward, Odoo is preparing deeper performance work for Odoo 20: reducing Python-side overhead, rethinking features like prefix groups and load-more that add complexity, and enabling better batching for group-by computations. A real-world test (a redesigned Partner Ledger came out 5× slower due to Python computations, not SQL) sharpened that focus; the team opted not to ship it in v19 and is targeting a more efficient design in v20.

The Q&A reinforced priorities: - No direct AI integration changes in reports yet; consult Odoo’s AI team for possibilities. - Adding “non-computed” columns (like due dates) in reports is under active exploration; if feasible, expect movement in v20. - The Returns payment wizard primarily marks returns paid and helps initiate payment (e.g., QR codes in Belgium), with entries handled via bank reconciliation. - Learning path: official docs, prior talks on the reporting model and customization, and studying core examples (Tax reports, Balance Sheet, P&L). - Configuration UX could become more discoverable for advanced options; broader overhauls are being weighed against priorities.

Impact & takeaways 🧠

Odoo 19 brings accounting operations closer to how teams actually work—collaborative annotations in the chatter, audit context unified in one view, and compliance actions orchestrated through Returns with step-by-step guidance. The tax configuration overhaul removes opaque sign logic, making report formulas easier to author and validate. On performance, small UX wins land now, with a clear pledge to streamline the engine and deliver bigger gains in Odoo 20. The overall theme: simplify, centralize, and scale—without abandoning the flexibility that localizations and customizations require.

PART 2 — Viewpoint: Odoo Perspective

Disclaimer: AI-generated creative perspective inspired by Odoo's vision.

The heart of our work is simplicity at scale. By moving annotations into the account’s chatter and making Returns the center of compliance, we’re not adding features—we’re removing friction. Accountants shouldn’t hunt for the right button on the right report; the system should guide them, keep context, and encourage better workflows.

The reporting engine is powerful, but we must earn that power with clarity and speed. Simplifying tax signs and planning deeper performance work are steps in that direction. And as always, we build with our community—keeping custom paths open while nudging the product toward the most intuitive, integrated experience we can deliver.

PART 3 — Viewpoint: Competitors (SAP / Microsoft / Others)

Disclaimer: AI-generated fictional commentary. Not an official corporate statement.

Odoo’s move to centralize compliance around Returns, coupled with clearer tax configuration, is smart UX. It lowers cognitive load and may reduce support queries. For midmarket customers, this is compelling. At enterprise scale, the challenge will be sustaining performance on very large datasets, preserving robust audit trails, and ensuring that country-specific compliance (e.g., SAF‑T, FEC, e‑invoicing mandates) stays certified and up to date across regions.

The “one engine with exceptions” approach is elegant but hard: it must balance extensibility with maintainability. We’ll watch how Odoo handles segregation of duties, approval workflows, and change governance when Returns become the operational center. Their commitment to performance in v20 is the right signal; the differentiator will be delivering those gains consistently while keeping the UX advantage they’ve established.

Disclaimer: This article contains AI-generated summaries and fictionalized commentaries for illustrative purposes. Viewpoints labeled as "Odoo Perspective" or "Competitors" are simulated and do not represent any real statements or positions. All product names and trademarks belong to their respective owners.

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