Bank Charges Management
by Digital Integrated Transformation Solutions (DigitsCode) https://www.digitscode.com$ 5.79
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Invoicing (account) • Employees (hr) • Discuss (mail) |
| Lines of code | 155 |
| Technical Name |
digits_bank_charges |
| License | OPL-1 |
| Website | https://www.digitscode.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Invoicing (account) • Employees (hr) • Discuss (mail) |
| Lines of code | 155 |
| Technical Name |
digits_bank_charges |
| License | OPL-1 |
| Website | https://www.digitscode.com |
| Versions | 17.0 18.0 |
Bank Charges Management
Overview
A comprehensive solution for managing bank charges in Odoo payment transactions. This module allows you to record bank charges associated with payments and automatically creates expense records for proper accounting. Simplify your financial operations with automated bank charge tracking and expense management.
Key Features
-
Bank Charges Recording
- Add bank charges to payment transactions
- Track bank charges in different currencies
- Support for both inbound and outbound payments
-
Expense Management
- Automatically create expense records for bank charges
- Link expenses to the original payment transaction
- Full integration with Odoo's expense management system
-
Configuration & Tracking
- Configure default bank charge product
- Track bank charges in payment reports
- Full audit trail with chatter notifications
How It Works
The module adds bank charge fields to payment forms, allowing users to record charges and automatically create expense records. The process is seamless and integrated with Odoo's standard payment workflow.
Configuration
Setting up the Bank Charges Management module is straightforward:
- Go to Accounting â Configuration â Settings
- In the Bank Charges section, select the default product for bank charges
- Save the configuration
Usage
Recording Bank Charges
- Create a new payment or open an existing draft payment
- Check the "Has Bank Fees" option
- Enter the bank charge amount and currency
- Click "Add Bank Fees" to create the expense record
- Validate the payment as usual
Managing Expenses
- Bank charge expenses are automatically created and linked to the payment
- You can view the linked expense from the payment form
- The expense sheet is automatically submitted and approved
- Process the expense sheet as per your standard workflow
Contact
DIGITS - Digital Integrated Transformation Solutions
Email: info@digitscode.com
Website: https://www.digitscode.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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