Odoo Implementation
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 8834 |
| Technical Name |
ur_account_auto_transfer |
| License | LGPL-3 |
| Website | https://www.technoversesystems.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 8834 |
| Technical Name |
ur_account_auto_transfer |
| License | LGPL-3 |
| Website | https://www.technoversesystems.com |
| Versions | 17.0 18.0 19.0 |
Account Automatic Transfers
The Account Automatic Transfers module provides a smart and efficient way to manage internal financial movements between your accounts. Instead of posting manual journal entries every time you need to shift funds, this module fully automates the transfer process based on rules you configure. Whether you need to regularly move money between bank accounts, allocate funds to different departments, or handle recurring financial adjustments, the module ensures everything happens on schedule without human involvement. It reduces manual work, eliminates calculation errors, and maintains a clean, accurate accounting structure. With automated posting, scheduled execution, and complete traceability, the module gives businesses greater control over their internal cash flow while saving valuable time that would otherwise be spent on repetitive bookkeeping tasks.
Key Features
- No need for manual journal entries; transfers run automatically based on predefined rules.
- Configure conditions, amounts, frequency, and source/target accounts as per your business needs.
- Transfers can run daily, weekly, monthly, or at any custom interval.
- Eliminates human mistakes by generating accurate, consistent accounting entries every time.
- Every automated transfer includes complete logs and audit trails for transparency and review.
Dedicated Automatic Transfers menu in Accounting Access all your internal transfer rules from the new Automatic Transfers entry under the Accounting
Configure smart transfer rules with filters Define a Monthly Expense Transfer by setting period, frequency, origin accounts, and destination accounts with percentage, analytic filter, and partner filter to fully automate how funds are moved.
Activate and compute scheduled transfers in one click Switch the rule to Running and use the Compute Transfer button to automatically generate the required journal entries in the selected journal.
Track all generated entries by originating rule Review every transfer created by a rule using the Originating Model = Monthly Expense Transfer filter, with one line per scheduled period for complete traceability.
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