United Kingdom · Accounting / Tax Compliance
Odoo for UK Making Tax Digital: VAT, CIS & HMRC
Keep UK VAT, CIS, and HMRC obligations inside Odoo - MTD VAT adjustments, CIS subcontractor verification, HMRC mileage rates, and Gift Aid. Digital records, no third-party bridge holding your data.
● HMRC Making Tax Digital (MTD) for VAT; Construction Industry Scheme (CIS)
The problem
UK businesses must keep digital tax records and meet HMRC obligations - Making Tax Digital for VAT, the Construction Industry Scheme for contractors, accurate HMRC mileage rates, and Gift Aid for charities. Spreadsheets and disconnected tools break the digital link MTD requires.
The Pokutsoft approach
Focused UK modules that live inside Odoo: handle VAT adjustments under MTD, verify CIS subcontractors and produce statements, apply current HMRC mileage rates to expenses, and manage Gift Aid - all with a clean digital trail.
Why it’s safe
Clean by design. Your VAT and tax data stays in Odoo; no metering, no phone-home, no reselling. One price on the official Odoo Store.
Matching modules
Making Tax Digital VAT Ad
Record HMRC VAT scheme adjustments - retail schemes, fuel scale charges and partial exemption - cleanly, not hacked into journals
UK CIS Subcontractor Veri
Track HMRC CIS deductions and issue monthly deduction statements to subcontractors
UK Expense Mileage & HMRC
Mileage claims at HMRC AMAP rates with multi-vehicle journey logs & approval
Donation & Gift Aid Manag
Record donations, manage UK Gift Aid declarations and build HMRC claim CSV
Abandoned Cart Recovery
Detect abandoned eCommerce carts and send timed recovery emails with coupons and analytics
Accounting Export - Xero
One-way export of journals & invoices to Xero / QuickBooks / Sage import formats
Accrual Wizard from Open
Auto-accrue Goods-Received-Not-Invoiced (GRNI) at period close and auto-reverse next period
Address Verification & Po
Validate & standardise addresses via your own Loqate/postcode key (BYOK)
AI Assistant Bridge (BYOK
Bring-your-own-key LLM bridge: summaries, drafts, classification
Annual Leave Accrual
Statutory accrual, pro-rata, carry-over caps and TOIL for annual leave
AP Invoice Approval Workf
Multi-level vendor bill approval by amount, department and budget
Appraisal / 1-on-1 & Goal
Review cycles, OKR/goal tracking and manager 1-on-1 notes for Community
Archive & Purge Manager
Bulk archive stale records, restore, audit and report on storage savings
Asset / Equipment Service
Per-asset service history: work orders, warranty, parts used, downtime and meter readings
Audit & Internal-Controls
Risk/control matrix, control testing, findings and remediation tracking
Audit Trail Export & Lock
Immutable per-period audit trail export and lock evidence pack for auditors
B2B Customer-Specific Pri
Contract prices, tiered volume discounts, quick-order and re-order self-service portal for B2B
Backup Verification & Res
Schedule database backups to your own storage and run automated restore-test verification
Bank/IBAN Validation & So
Validate IBAN and UK sort-code + account number (modulus check) on bank records
Batch Production & Recipe
Scale a recipe BoM up or down by batch size with rounding and by-products
Blanket Order & Call-Off
Framework purchase agreements with scheduled call-off releases
Board-Pack / Management-R
Assemble monthly board packs (P&L, KPIs, commentary) and render to PDF
Bookings & Appointments
Community booking engine for resources, rooms and staff with buffer-aware slot scheduling and reminders
Budget Management & Varia
Budgets per account/analytic with live actual-vs-budget variance (Community)
Bulk Edit & Mass-Action T
Safe bulk update and relabel of records with list-view mass action, preview, undo and full audit trail
Calibration & Gauge Manag
Calibration schedules, certificates, due alerts and out-of-tolerance handling for gauges & instruments
Carbon Footprint Tracker
Emission factors, GHG activity logging and Scope 1/2/3 reporting
Cash Application Matcher
Import remittance advices and auto-match bulk receipts to customer invoices
Change-Request & Scope Ma
Log change requests against projects, price them, approve and push to billing
Chart-of-Accounts Mapping
Safely bulk-remap and merge GL accounts with audit log and dry-run
Click-and-Collect / BOPIS
Reserve online, pick in store, collection-ready notify and ID check for BOPIS
Clock-in / Attendance Ano
Detect missing punches, long breaks, overlaps and outliers in employee attendance
Cloud Storage Sync - Driv
Mirror Odoo attachments to your own S3, Google Drive or OneDrive bucket
Cohort & Retention
Customer & revenue cohorts, retention curves and lifetime-value estimates
Company Asset Register
Operational register for IT and equipment: tags, assignment, audits, depreciation
Consignment & VMI
Track supplier-owned and customer-held consignment stock with settlement on consumption
Container / Shipment Trac
Group purchase orders into containers and track ETA/ETD, customs and partial receipts
Contract Clause Library
Reusable contract clauses and templates with merge fields, versioning and approval
Contract Auto-Billing
Turn signed contracts and milestones into scheduled invoices automatically
Credit Limit & Risk Hold
Per-customer credit limits, automatic sales-order holds and an exposure dashboard
CRM Lead Scoring & Routing
Rule-based lead scoring and automatic assignment by territory or round-robin
Cross-App Activity / Audi
Unified chronological activity and audit timeline per partner across apps
Customer Portal Builder
Expose any chosen records in a configurable self-service customer portal
Customer Renewal & Churn
Renewal pipeline for contracts and subscriptions with churn-risk scoring
Customer/Supplier Stateme
Upload a supplier or customer statement and auto-match it to your ledger, flagging missing or mismatched documents
Cycle Counting & Stocktak
ABC-driven cycle counts, blind counting, variance approval and adjustment journals
Data Import Mapper & Vali
Map any CSV/Excel column to any model field, validate, dry-run and get an error report
Data Quality Scorecard
Score completeness and validity per model, generate a cleanup worklist and track data health over time
Deal Approval & Discount
Discount-threshold approvals and margin-floor enforcement on sales quotes
Deferred Revenue Recognit
Recognise invoiced revenue over time or milestones with IFRS-15/FRS-102 schedules
Delivery Slot Booking & N
Customer delivery slot booking with capacity caps and automated reminders
Direct Debit Mandate Mana
Manage SEPA & Bacs direct debit mandates and build collection files (BYOK)
Document/PDF Merge & Mail
Batch personalised PDF/letter mail-merge from any recordset and a template
Document Retention & Auto
Retention schedules, legal hold and GDPR-safe purge with audit log
Drop-Ship & Back-to-Back
Auto-raise supplier POs from sales orders with margin guard
DSAR / Subject-Access-Req
Log, track and fulfil UK GDPR Subject Access Requests within the 1-month deadline
Duplicate Detection & Mer
Fuzzy-match duplicate contacts and products, review queue and safe merge with relink
Early-Payment Discount Op
Flag vendor bills where taking the early-payment discount beats holding cash
ESL & Intrastat Helper
Build EC Sales List & Intrastat data files for NI-EU trade (Windsor/NI Protocol)
Email Deliverability & DM
SPF/DKIM/DMARC checker, bounce & complaint handling, suppression list
Email-Marketing Sync - Ma
Two-way contact/segment sync with Mailchimp & Brevo (bring your own API key)
Equipment Booking / Hot-D
Book desks, meeting rooms and equipment with conflict checks and a floor map
Equipment Hire Maintenanc
Track hire fleet condition, servicing, utilisation % and revenue per asset
Event Ticketing & Check-i
Community event ticketing with QR check-in, kiosk screen, capacity caps and badges
Excel/CSV Export Template
Formatted, multi-sheet, styled Excel/CSV exports from any model with saved layouts
Expense Policy & Per-Diem
Enforce expense category caps, per-diem rates and receipt rules with auto-reject
Field-Level Change Histor
Track who changed which fields on any model, with full history and one-click revert
Field Service Lite
Work orders, scheduling, mobile job sheets, on-site signature and photos
Financial Report Builder
MIS-style P&L / Balance Sheet / Cashflow builder with KPI rows, drill-down and Excel export (UK FRS-102 ready)
Fixed Asset Disposal & Re
Asset register with partial disposals, revaluations and gain/loss journals
Foreign-Currency Revaluat
Period-end FX revaluation of open AR/AP/bank with automatic gain/loss journals
Gender Pay Gap Report Gen
Compute the six statutory UK Gender Pay Gap metrics and export them to CSV
Gift Card & Store Credit
Community gift-card engine with store-credit balance ledger
Google / Microsoft Calend
Two-way calendar sync to Google Calendar and Microsoft 365 using your own OAuth app (BYOK)
Helpdesk SLA Escalation
SLA timers, escalation rules and CSAT satisfaction surveys for support tickets
Holiday Pay 52-wk Average
Rolled-up holiday pay using UK 52-week statutory averaging for variable-hours staff
Internal Announcements
Broadcast announcements to staff, track read-receipts and pin to dashboard
IP Allow-List & Login Geo
Restrict logins by IP / CIDR / country and alert on out-of-policy access
Journal Entry Approval
Maker-checker approval workflow for manual journal entries over a threshold
Knowledge Base / Wiki (Co
Community knowledge base: nested articles, search, versioning and approval workflow
Landed Cost Allocation Pr
Allocate freight, duty & insurance across receipts with stock revaluation
Late-Payment Interest & C
Statutory late-payment interest + fixed compensation on overdue UK invoices
Login & Access Audit / Se
Failed-login alerts, active session monitor, force-logout and geo anomaly detection
Lot/Serial Traceability
Forward/backward lot genealogy, one-click recall list & expiry alerts
Maintenance & Calibration
Preventive maintenance plans plus tool / gauge calibration with due alerts
Map & Route Optimiser (BY
Optimise delivery and visit routes using your own Google/Mapbox key (BYOK)
Marketing Automation
Community drip campaigns, behavioural triggers, journeys, A/B testing and analytics
Material Requirements Pla
Transparent MRP run: netting, planned-order suggestions, pegging and exception messages
Membership & Subscription
Full membership engine: tiers, renewals, dues invoicing and member portal
Milestone Billing & WIP R
Bill projects on milestones with a live WIP / unbilled revenue report
Min-Shelf-Life / FEFO Pic
Enforce FEFO picking and customer minimum shelf-life acceptance rules for dated stock
Month-End Close
Close checklist, sign-off, lock-period gate and recurring calendar
Multi-Company Consolidati
Consolidate P&L and Balance Sheet across companies with eliminations and FX translation
Multi-Company Quick-Switc
Clone config, products and templates across companies and switch fast
Multi-Currency / Geo Pric
Show shop prices in the visitor's currency with geo VAT and rounding rules
Multi-Language Translatio
In-app translation editor, missing-string finder and PO import/export
Multi-Location Stock Tran
Request, approve and ship internal stock transfers with in-transit tracking
NMW / NLW Checker
Flag workers whose effective hourly rate breaches UK NMW/NLW bands
No-Code Automation Rules
If-this-then-that automation on any model: triggers, conditions, actions, schedules and webhooks
Non-Conformance & CAPA Wo
Log non-conformances, run root-cause analysis and track corrective/preventive actions to closure
NPS / CSAT Survey Engine
Send NPS and CSAT surveys after orders or tickets, score responses, trend results and trigger follow-ups
Open Banking Statement Fe
Pull UK bank feeds via your own AISP/aggregator token (BYOK TrueLayer/Plaid)
Org Chart & Headcount Pla
Live org chart, vacancy and open-role tracking, plus headcount budget vs actual per department
Pallet Freight & LTL Docs
Build packing lists, pallet labels and CMR-style consignment notes for freight & LTL
Password Policy & Expiry
Enforce password complexity, rotation, reuse-block and optional breach-list check (BYOK HIBP)
Payroll Cost Allocation
Split labour cost across projects, departments and companies, then raise recharge invoices
Payroll Journal & GL Post
Map any external payroll CSV to Odoo journal entries with cost-centre split
PDF Invoice/Quote Templat
Design branded invoice and quotation PDFs with blocks - no QWeb coding
Pivot & Dashboard Pack
Saved pivots, KPI tiles and drill-down dashboards without Enterprise Spreadsheet
Plastic Packaging Tax Tra
Track packaging weights, recycled content and UK PPT quarterly liability
PLM / Engineering Change
BoM versioning, ECO workflow, where-used and full revision history
Policy Acknowledgement
Push policies to staff, capture read-and-agree attestations and audit sign-off
POS Digital Receipts
Branded digital POS receipts delivered by email or SMS with BYOK gateways
POS Z-Report & End-of-Day
Till counts, cash variance, payment-method breakdown and end-of-day reconciliation
Prepayments Scheduler
Spread bills/insurance/licences over N months with auto journals
Preventive Maintenance Co
Recurring service visits from contracts, auto-generate work orders
Product EPR Data Manager
Capture packaging weights and materials for UK EPR reporting worksheets
Product Feed Generator -
Build Google/Meta/Bing shopping feeds (XML/CSV) with field mapping
Product Reviews & UGC Mod
Collect and moderate product reviews, Q&A and photos with rich-result schema
Production Scheduling / F
Finite-capacity work-centre scheduling, load board, reschedule and bottleneck view
Project Budget vs Actuals
Track planned vs actual cost & hours with full Earned Value Management and burn-down
Project Profitability Das
Margin by project, client and service line from time, expense & purchase costs
Proof-of-Delivery Capture
Capture signature, photos and GPS geo-stamp as proof of delivery on stock pickings
Property / Lease & Rent-R
Properties, units, tenants, leases, rent schedules, arrears and service charges
UK Holidays
Complete 10-year public-holiday calendar for United Kingdom, ready for Odoo HR. National and religious holidays - auto-applied to resource.calendar as leave entries.
Purchase Requisition & Ap
Internal purchase requisitions with an amount/category approval matrix and PO conversion
QR / Barcode Label Design
QR & barcode label templates for products, locations and assets with batch PDF printing
QC & Inspection Plans
Community inspection-plan engine: checkpoints, sampling, pass/fail and NCR management
Quote/CPQ Configurator
Guided product configuration, option rules and dynamic pricing on quotations
Quote-to-Order Follow-up
Automatic nudge cadence for unconverted quotations with expiry handling
Record-Rule & Access-Righ
See who can read/write/create/delete each model, simulate as any user and export the access matrix
Record Templates & Quick
Save any record as a template and one-click clone it with field overrides
Recurring Journal Entries
Schedule and auto-post recurring journals with reversals (accruals, prepayments)
Recurring Tasks & Process
Templated recurring task lists and process checklists with assignees and auto-generation
Reminder & Follow-up Engi
Snooze, follow-up and escalate any record so nothing slips through the cracks
Rental & Hire Management
Rentable products, availability calendar, deposits and late fees
Resource Capacity Plannin
Allocate people to projects, track utilisation %, flag over-allocation
Retail Promotions & Multi
Unified BOGOF, mix-and-match and threshold promotions across POS and sales
Retainer & Prepaid-Hours
Sell prepaid hour blocks and burn them down against timesheets with top-up alerts
Returns Portal & RMA
Customer self-service returns portal with RMA, labels and refund/exchange flow
Revenue & MRR Movement Da
MRR waterfall (new/expansion/contraction/churn) and cohort retention dashboard
Right-to-Work & Document
Track visa/passport/DBS and right-to-work documents with expiry reminders and an audit log
Sales Target & Quota Trac
Per-rep and team sales quotas, attainment dashboard and leaderboard
Data Warehouse Sync
Scheduled BYOK export of Odoo tables to your Postgres / BigQuery / Snowflake
Scrap, Yield & OEE Analyt
Capture scrap reasons, yield % and OEE by work centre
SECR Energy & Carbon Work
UK SECR kWh and emissions worksheet with intensity ratio (no filing)
Segregation-of-Duties Con
Detect users holding conflicting access rights and report SoD violations
Sensitive-Field Masking
Mask and vault PII fields with role-based reveal and full access logging
SEO Toolkit - Redirects/S
301 redirect manager, broken-link finder, bulk meta editor and JSON-LD schema
Service Checklist / Inspe
Build inspection/checklist forms, complete them in the field, export PDF reports
Shared Team Inbox / Conve
Assign inbound emails to agents with status, SLA tracking and take/release lock
Shift Planning & Rota
Build staff rotas, track availability, spot coverage gaps and publish shifts
Shipping Rate Shopping
Compare carrier rates and auto-pick the cheapest using your own rules
Shop-Floor Tablet Kiosk
Operator MO start/stop, scrap, component scan and quality checks
Shopify / WooCommerce Ord
BYOK order import and stock sync for Shopify and WooCommerce stores
Slack / Teams Notificatio
Route Odoo events to Slack and Microsoft Teams channels via your own webhooks (BYOK)
SLA & Project Time-Tracki
Start/stop work timers with idle detection, approval and billable flagging
Spend Analysis & Maverick
Spend by category/supplier with off-contract (maverick) buying flags
Spreadsheet-style Data En
Excel-like inline grid and paste-import for fast multi-row data entry
Statement of Account Gen
Branded open-item & balance-forward customer statements, bulk PDF/email
Subcontract Manufacturing
Issue components to subcontractors, track WIP and roll up landed cost
Subscription Dunning & Fa
Smart retry, card-expiry nudges and involuntary-churn recovery for failed renewals (BYOK PSP)
Subscription Management
Recurring plans, MRR/ARR, upgrades, proration and churn for Community
Supplier ESG Questionnair
Send ESG and modern-slavery questionnaires to suppliers, score answers and flag risk
Supplier Payment Run / Ba
Propose, approve and export supplier payment runs by due date and early-payment discount
Supplier Price List & RFQ
Multi-supplier RFQ, side-by-side quote comparison and award split
Supplier Scorecard & OTIF
On-time/in-full, quality and price-variance KPIs per supplier
Tax Code Audit & Mapping
Scan transactions for wrong or missing tax codes and get fix suggestions
Territory & Account Assig
Define sales territories by UK postcode area, region or industry; bulk reassign accounts with full history
Three-Way Match & Bill Ex
Auto-match PO to receipt to vendor bill and route price/qty variances to an exception queue
Transactional Email Templ
Themeable, multilingual transactional email layouts with live preview and branding
Trial Balance Snapshots
Freeze the trial balance per period and compare any two periods side-by-side
Two-Factor / SSO Enforcer
Enforce 2FA, BYOK SAML/OIDC SSO and login policy (Cyber Essentials)
UK Capital Allowances
Pool plant & machinery, compute AIA, WDA and FYA, and produce a CT-feed worksheet
UK Course / Training Book
Schedule classroom courses, manage bookings, attendance, CPD hours and auto-certificates
UK KPI Alerting & Thresho
Watch any Odoo metric and alert on threshold or trend via email or BYOK webhook
UK MTD for Income Tax
Quarterly MTD ITSA digital submissions to HMRC via your own OAuth (BYOK)
UK P11D / Benefits-in-Kin
Track benefits-in-kind and build P11D-format worksheet data (no HMRC submission)
UK Partial Exemption VAT
HMRC standard-method partial exemption: recovery %, de-minimis and annual adjustment worksheet
UK Pension Auto-Enrolment
TPR auto-enrolment assessment, postponement, contribution calc and provider CSV
UK Statutory Pay Calculat
Compute UK SSP, SMP, SPP, ShPP statutory pay schedules with HMRC rates
Timesheet Approval & OT
Overtime rules, approval chain and payroll lock/export for timesheets
UK Withholding-Tax Certif
Issue withholding-tax certificates, track per-supplier and build periodic summaries
Usage-Based / Metered Bil
Turn meter readings into tiered or volume rated invoices on a billing cycle
Use-Tax / VAT Self-Assess
Reverse-charge VAT and HMRC Postponed VAT Accounting for imported goods and services
VAT/Company-Number Valida
Validate EU/UK VAT (VIES/HMRC) and Companies House numbers with your own API keys (BYOK)
VAT Group Consolidator
Consolidate multiple companies into one HMRC VAT group return
VAT Margin Scheme & Secon
HMRC VAT margin scheme stock-book, margin calculation and VAT-on-margin postings
VAT Reverse-Charge & DRC
Auto-apply UK construction CIS domestic reverse charge and EU reverse charge with correct VAT boxes
Vendor Onboarding & Compl
Onboard suppliers, collect bank/tax/insurance docs, approve and track expiry
Visitor Management & Sign
Pre-register visitors, print badges, notify hosts, evacuation roll-call
Warranty & Claim Manageme
Warranty registry, claim handling, RMA linkage and supplier cost recovery
Waste & Recycling Log
Track waste streams, recycling rate, disposal cost and UK duty-of-care worksheet
Webhook & Event Bus Frame
Emit signed outbound webhooks on model events with retries, queueing and a full delivery log
WhatsApp / SMS Notificati
Transactional WhatsApp & SMS alerts via your own Twilio/Meta keys (BYOK)
Working Time Monitor
Monitor average 48-hour weeks, opt-outs and rest-break compliance (UK WTR 1998)
Back-in-Stock & Price-Dro
Let shoppers subscribe to restock and price-drop alerts; auto-notify by email
E-Signature Request Track
E-signature request tracking: DocuSign/Dropbox-Sign BYOK credential store, reminders, status board
Intercompany Journal & In
Auto-mirror invoices, bills and journal entries across group companies with reconciliation tags
Scheduled Report Emailer
Email any saved report or list export to recipients on a recurring schedule (PDF/XLSX/CSV)
UK BACS Standard 18
UK BACS Standard 18 bulk payment-file generator for Odoo: Bacs Direct Credit + Direct Debit, modulus-checked accounts, 3-day processing-cycle calendar and contra records.