$ 49.79
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Payroll (hr_payroll) • Employee Contracts (hr_contract) • Time Off (hr_holidays) • Recruitment (hr_recruitment) • Sign (sign) • Calendar (calendar) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1446 |
| Technical Name |
kaz_bank_transfer |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Payroll (hr_payroll) • Employee Contracts (hr_contract) • Time Off (hr_holidays) • Recruitment (hr_recruitment) • Sign (sign) • Calendar (calendar) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1446 |
| Technical Name |
kaz_bank_transfer |
| Website | http://www.kaizenae.com/ |
Employee Bank Transfer Requests
for Odoo
Turn bank change requests into a tracked, compliant workflow. Employees raise a request in minutes, attach proof, and see clear statuses from Draft to Approval. HR performs the first check, the Payroll Officer finalizes, and the system validates UAE IBANs to prevent errors. Automatic activities keep approvers accountable, and chatter records every decision for audits. On approval, the employeeâs bank details update instantlyâeliminating manual follow-ups, data duplication, and payroll risksâso finance closes faster and HR support tickets drop.
© 2025 Kaizen Principles
What's New in Employee Bank Transfer Requests for Odoo
Self-service requests
UAE IBAN validation
Two-step approvals
Role-Based Access Control
Kaizen Principles
Your Partner
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All Features
Employee Self-Service: Employees can initiate bank change requests themselves, reducing the administrative burden on HR
Automated Data Pre-fill: The module automatically fetches and displays the employee's current bank information, saving time and reducing data entry errors
Multi-Step Approval Workflow: Requests are routed through a two-step approval process, first to the HR team and then to a Payroll Officer, ensuring proper oversight.
Supporting Document Uploads: Employees are required to upload supporting documents, such as a new bank account statement, which are attached to the request for verification.
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Employee Bank Transfer Requests
Gain full control over bank detail changesâemployees submit, track, and finalize Bank Transfer requests through a secure, branded workflow. Current bank data auto-prefills from the employee profile, while UAE IBAN validation (AE + 21 digits) and mandatory attachments prevent errors from the start. HR performs the first review, the Payroll Officer grants final approval, and the system auto-updates the official employee recordâno emails, no spreadsheets, no retyping. Every status change, note, and approval is logged in Odoo with activities and chatter for airtight audit trails and compliance. Whether youâre safeguarding payroll accuracy, reducing HR tickets, or preparing for audits, this module centralizes the entire bank-change process, speeds approvals, and elevates employee self-service.
Set Bank Transfer Access (HR / Payroll)
Create & Submit Bank Transfer Request (Draft)
HR Review & Forward to Payroll
Payroll Officer â Final Approval
Request Approved & Details Updated
Set Bank Transfer Access (HR / Payroll)
Assign each userâs role for the bank-change workflow from Users â Access Rights â Bank Transfer. Select HR Team for first-level review or Payroll Officer for final approval. This controls visibility, notifications, and which action buttons appear in the form. (Admins can hold both roles for end-to-end testing.)
Create & Submit Bank Transfer Request (Draft)
Enter the New Bank Details, attach the required Supporting Documents, then click HR Team to send the request for first-level approval. The left panel shows your current bank info (read-only); the status bar tracks progress from Draft â HR Team â Payroll Officer â Approved/Rejected. All notes and activities are logged in the chatter for auditability.
HR Review & Forward to Payroll
In the HR Team stage, HR validates the new bank details and supporting documents. Use the chatter and Planned activities to log checks and request clarifications. When ready, either Approve or click Payroll Officer to escalate for final approval. All actions and status changes are tracked for audit.
Payroll Officer â Final Approval
Review the HR-validated request and confirm the New Bank/Branch/IBAN. Click Approve to apply changes to the employeeâs official payroll bank details, or Reject with a note for correction. Planned activities and chatter on the right keep the audit trail complete; approval auto-closes pending activities.
Request Approved & Details Updated
The request has been Approved. New Bank/Branch/IBAN are now applied to the employeeâs official record. Chatter captures the full trail, and pending activities are closed. Keep documents for reference or start a new request if further changes are needed.
Why Kaizen
You know us as the makers of the Odoo "Employee Bank Transfer Requests for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
Module Development
Implementation
Customization
Integration
Migration
Support & Maintenance
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