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Odoo Implementation
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On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 8813 |
| Technical Name |
ts_account_transfer |
| License | LGPL-3 |
| Versions | 17.0 18.0 19.0 |
Account Automatic Transfer
This module introduces an Account Transfers helper model to manage money movements between accounts in a clean and controlled way. Instead of manually creating separate debit and credit journal entries, you register a single transfer that specifies the source account, destination account, amount and date. The module then generates the corresponding balanced journal entry automatically and keeps all transfers centralized, improving traceability, reducing posting errors and simplifying internal cash/bank movements in Odoo.
Key Features
Simplified Money Movements
Easily record internal transfers between any bank and cash accounts from a single, intuitive, and user-friendly interface.
Automated Journal Entries
Say goodbye to manual math. The module instantly generates perfectly balanced debit and credit journal entries behind the scenes.
Clear workflow and statuses
Manage transfers with simple states such as Draft, Validated and Cancelled, improving control and auditability of internal movements.
Centralized Transfer Hub
Keep all your internal cash and bank movements organized in one dedicated menu for quick access, review, and management.
Eliminates Manual Posting Errors
Completely removes the risk of unbalanced entries, wrong account selections, and human errors associated with manual accounting.
Enhanced Financial Traceability
Maintains a strict and clear audit trail by permanently linking the transfer record directly to the generated accounting moves.
FAQ
Standard journal entries require you to manually select accounts and balance the debit and credit lines yourself. This module simplifies the process into a single form (Source Account, Destination Account, Amount) and automates the complex accounting entries in the background.
Yes, absolutely. You can easily manage fund transfers between multiple bank accounts, cash registers, or even from a bank account to a petty cash account.
Yes! The generated journal entry is securely linked to the original Account Transfer record. You can easily navigate between the transfer document and the accounting move for a transparent audit trail.
Yes! The generated journal entry is securely linked to the original Account Transfer record. You can easily navigate between the transfer document and the accounting move for a transparent audit trail.
Release 18.0.1.0.0
1 December, 2024
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