Rate boards, tills and FIFO margin, finally under one roof

Currency Exchange Bureau gives every teller a fast way to capture a deal, every supervisor control over rates and tills, and every owner a clean, audit-ready book — purpose-built for licensed money-changers on Odoo 20 Community.

The problem

Bureaus run multiple tellers across one or more shops, each quoting dozens of currency pairs that shift all day. Keeping rates accurate, reconciling every till to the cent, flagging high-value deals for KYC, and producing a clean monthly report for the regulator is normally stitched together across spreadsheets, whiteboards and manual cash counts — a setup that breaks down the moment volume rises or an auditor asks for a complete trail.

The solution

Currency Exchange Bureau gives tellers one screen to capture a deal, supervisors a draft-to-publish rate board with live-rate suggestions, and owners a consolidated, tamper-evident audit log and monthly compliance report. FIFO lot tracking shows the true realized margin on every currency position, and role-based access keeps one dealer's book invisible to another.

Capabilities

Everything a licensed exchange desk needs

Every capability below is implemented in the module.

01

Live Rate Board

Draft-to-publish buy/sell/cross/remittance rate boards per shop, with exactly one live board enforced per shop at a time.

02

Deal Capture & KYC Flagging

Fast buy/sell transaction entry with automatic KYC threshold flagging on high-value deals, ready for supervisor verification.

03

FIFO Currency Inventory

Every currency position is tracked as FIFO lots, so the realized margin on each sale is exact, not an estimate.

04

Till Reconciliation

Per-dealer cash tills reconcile expected versus counted balances to the cent at shift end, with differences flagged automatically.

05

Role-Based Dealer Isolation

Salesman, Supervisor and Owner roles, so a teller can only see and act on their own deals and tills — never a colleague's.

06

Immutable Audit Log

Every publish, confirm and reconcile action is written to a tamper-evident trail that cannot be edited or deleted.

07

Inter-Shop Transfers

Move currency and cash positions between shops with a clear send-then-receive workflow.

08

Monthly Compliance Report

One pivot, graph and PDF report of deal volume, margin and KYC-flagged transactions, plus a personal "My Report" for every teller.

09

Pluggable Live Rate Feed

Optional Open Exchange Rates, Fixer, ExchangeRate-API or custom feed drives automated buy/sell rate suggestions, and degrades gracefully offline.

Workflow

How it works

1

Publish the rate board

A supervisor sets buy/sell rates, or pulls live suggestions, and publishes one board per shop.

2

Capture the deal

A teller records a buy or sell against the published rate; KYC flags apply automatically above threshold.

3

Reconcile the till

At shift end, cash is counted per currency and compared against the expected balance.

4

Report & review

The owner reviews the monthly compliance report, audit log and FIFO margin across every shop.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Currency Exchange Bureau is built natively for Odoo 20 Community — no Enterprise Accounting is required.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Currency Exchange Bureau

Live rate boards, deal capture with KYC flagging, FIFO currency inventory and till reconciliation — with dealer isolation, an immutable audit log and a monthly regulator report.

Buy on Odoo App Store