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Odoo-18.0-20251222/account_dashboard_banner/readme/CONFIGURE.md
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Initial commit: Odoo 18.0-20251222 extra-addons
2026-03-13 20:43:25 +00:00

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Go to the menu **Invoicing \> Configuration \> Dashboard \> Dashboard
Banner Cells**: in this menu, you can add or remove cells from the
banner, change the cell type, modify the order via drag-and-drop,
customize the labels if necessary.
![Cell configuration menu](../static/description/banner_cell_config.png)
Many cell types are available:
- **Income** with 4 options: *Fiscal Year-to-date Income*, *Year-to-date
Income*, *Quarter-to-date Income* and *Month-to-date Income*. It
displays the period balance of the accounts with type *Income* and
*Other Income*.
- **Liquidity**: it display the ending balance of the accounts linked to
a bank or cash or credit journal.
- **Customer Debt**: it displays the ending balance of the default
*Account Receivable* and, if the point of sale is installed, the
intermediary account used for unidentified customers.
- **Customer Overdue**: same as the *Customer Debt*, but limited to
journal items with a due date in the past.
- **Supplier Debt**: it displays the ending balance of the default
*Account Payable*.
- **Lock dates**: all the lock dates are available: *Tax Return Lock
Date*, *Sales Lock Date*, *Purchase Lock Date*, *Global Lock Date* and
*Hard Lock Date*.
The module is designed to allow the modification of the computation of
the different cell types by inheriting the method
*\_prepare_cell_data_<cell_type>()* or *\_prepare_cell_data()*.
It is also easy for a developper to add more cell types.
It is possible to display a cell as a warning cell (yellow background color instead of light grey): click on the *Warning* option and customize the conditions to trigger the warning.
![Cell form with warning](../static/description/cell_form_with_warning.png)