| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 259 |
| Technical Name |
se_account_recurring_payments |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 259 |
| Technical Name |
se_account_recurring_payments |
| License | LGPL-3 |
| Website | https://sprinterp.com |
Account Recurring Payment Automation Management
Create and manage periodic ledger entries from customized recurring templates via interactive multi-line validation wizard processing engines.
Key Module Highlights
Account Recurring Payment Automation Workflow
Access the Interactive Recurring Payments Action Shortcut
Navigate to the Invoicing Application dashboard workspace, click on the top Customers dropdown menu link items, and select the dedicated "Recurring Payments" action shortcut. This launcher workspace allows finance managers to instantly initialize the transient processing window required to parse pending entries.
Key Logic: This menu item maps directly onto the action configuration model action_account_recurring_wizard_act,
targetting a fresh wizard interface modal view to pull live calculations across active
company parameters.
Review and Generate Draft/Posted Entries via Processing Wizard Workspace
The transient "Recurring Payments" wizard popup modal window automatically fetches datasets matching your configuration variables. It sets the baseline Start Date to the context date, while the nested "Remaining Entries Lines" data grid dynamically loops over running parameters to initialize the matching entry Name, individual future calculation dates, and exact proportional Amount rows instantly.
Key Logic: Clicking the primary "Generate Entries" button fires the backend
python execution loop action_generate_entries. This programmatically compiles
full multi-line debit/credit balanced dictionaries, updates future target lines parameters,
and redirects users to view the batch creation records.
Verify and Manage Automatically Created Journal Entries
Upon executing the generator engine, the framework automatically redirects you to the new records under the Created Journal Entries window workflow. When viewing an individual entry (e.g., Draft Entry (Hotel)), you can verify that the system has seamlessly balanced the ledger rows, mapping the exact Expenses Debit and Bank Suspense Credit records correctly under the Journal Items tab.
Key Logic: The template field configuration dictates the initial state of this record. If your rule setup targets the "Unposted" parameter, the record drops inside the standard Draft validation phase, allowing accounting teams to cross-audit balances before manual posting.
Support Direct Auto-Posting Workflow Configurations
The system fully adapts to hands-free verification workflows. If your core recurring template is
configured with the "Posted" journal rule option, the generation engine executes move.action_post()
immediately during the creation cycle. The transaction instantly locks its status grid as a
permanent Posted ledger entry, assigning a native system sequence number (e.g., MISC/2026/07/0002).
Key Logic: Even when entries are automatically posted to secure audit speed, the standard core framework safeguards are preserved intact. Authorized financial managers can still utilize the native header controls such as "Reverse Entry" or "Reset to Draft" to process manual structural overrides safely if needed.
Track Generated Records Inside Standard Journal Entries Ledger Grid
Navigate to Invoicing > Accounting > Journal Entries to monitor the generated transactions globally. The system perfectly integrates with standard accounting audit views, allowing personnel to filter, search, and track your periodic entries (e.g., MISC/2026/07/0002) alongside clear metrics like accounting Date, Reference, and green Posted status badges.
Key Logic: Because the entries fully adhere to core accounting standards, they flow flawlessly into enterprise general ledgers, partner balance sheets, and real-time analytical reports without needing any data sync maintenance.
Key Features & Capabilities
Empower your financial automation workflows with persistent configuration matrices and real-time interactive multi-line validation wizard processing in Odoo.
Persistent Template Matrix
Easily configure persistent template architectures mapping customized debit/credit accounts, journal targets, and specific company codes.
Dynamic Interval Forecaster
Intelligently evaluates specific start parameters to automatically forecast upcoming execution deadlines across days, weeks, months, or years.
Multi-Line Batch Wizards
Includes secure transient grid environments that automatically scan active templates to let accounting staff review and process rows simultaneously.
Live Status Badges
Employs modern dynamic list indicators marking templates clearly as Draft or Running to safeguard current configurations.
Rigid Financial Guards
Prevents accounting chart layout errors through automated filters that block deprecated accounts or cross-company transactions.
Automated Chatter Threads
Provides clear compliance auditability by automatically attaching historical change logs, actions, and notes onto the document chatter menu.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
Please log in to comment on this module