OE Finance: Finance Charge Manager
Automate finance charge policies, enforce interest schedules, and surface AI-driven insights so your receivables team protects cash flow without manual spreadsheets.
Enhanced Features in This Version
Professional Capabilities for Your Business
Preview & Manager Approval
Run simulations that create preview-only lines with exact charge amounts. Approve in one click to post the corresponding invoices.
Key Features & Capabilities
Everything you need for professional operations
Automated Finance Charge Runs
Batch engine evaluates overdue invoices, applies policy logic, and posts charge invoices with perfect audit trails.
Policy Designer for Daily or Monthly Rates
Set simple monthly percentages or compound daily rates with precision rounding and tax handling.
Grace Period & Minimum Balance Controls
Fine-tune grace days, minimum balances, and tax requirements to match corporate credit policies.
Customer Overrides & Exclusions
Override rates per customer, lock specific invoices, or mark customers exempt while preserving global defaults.
Detailed Audit Lines
Each evaluation captures days overdue, residual balance, calculated rate, and status for compliance reviews.
Exception Handling & Follow-Up Notes
Flag disputes, skips, or manual write-offs so managers know exactly why a charge was bypassed.
Multi-Company & Multi-Currency Ready
Respect company boundaries, currencies, and fiscal positions automatically for shared service centers.
Treasury Analytics Dashboard
Monitor charge totals, outstanding balances, and recovery rates directly from the Finance Charges menu.
AI Health & Cash Flow Insights
Built-in AI analysis highlights missing policies, failed runs, and total charges so leadership stays proactive.
What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_finance_charge_manager" -> Click Install
- Configure permissions: Ensure Accounting Users and Managers can access Finance Charge Policies and Runs
- Initial configuration: Review Settings -> Accounting -> Finance Charges to select default products and taxes
Basic Usage
- Creating records: Add finance charge policies with rates, grace days, and minimum balances per company
- Managing data: Mark customers to exclude by using the "Exclude From Finance Charge" flag on invoices or customers
- Using key features: Review finance charge invoices via the smart button and post them alongside regular customer invoices
- Generating reports: Export charge lines or run the AI health analysis for executive-ready summaries
Tips & Best Practices
- Run the cron every 15 minutes for responsive collections
- Use analytic tags to track finance charge revenue by segment
- Schedule weekly AI analysis to focus collector outreach
- Combine with automated reminders for the strongest results
Important Notes
Requires Odoo Accounting and oe_ai_job_base. Configure product income accounts per company to avoid posting errors. Tested on Odoo 12.0 Community and Enterprise.
Frequently Asked Questions
Q: Which Odoo versions are supported?
A: Odoo 12 through 19 Community and Enterprise. Accounting and oe_ai_job_base are required dependencies.
Q: How often can the scheduler run?
A: The default cron runs every 15 minutes, but you can shorten or extend the interval to match your AR cadence.
Q: Can I customize fee calculations?
A: Absolutely. The code follows standard Odoo patterns, so you can inherit calculator methods or add new fee models with ease.
Launch Demo Instance
Explore OE Finance: Finance Charge Manager in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
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Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install OE Finance: Finance Charge Manager today and experience the difference quality makes.
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Professional Odoo modules built with excellence in the USA.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 3293 |
| Technical Name |
oe_finance_charge_manager |
| License | OPL-1 |
| Website | https://odooengineering.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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