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  1. APPS
  2. Accounting
  3. Account Automatic Transfers v 18.0
  4. Sales Conditions FAQ

Account Automatic Transfers

by Technoverse Systems https://www.technoversesystems.com
Odoo

$ 88.95

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies Show
• Odoo 18 Accounting Community
• Cash Book, Day Book, Bank Book Financial Reports
• Customer Follow Up Management
• Odoo 18 Accounting Financial Reports
• Odoo 18 Assets Management
• Odoo 18 Budget Management
• Odoo 18 Fiscal Year & Lock Date
• Odoo 18 Recurring Payment
Lines of code 8834
Technical Name ur_account_auto_transfer
LicenseLGPL-3
Websitehttps://www.technoversesystems.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Community Apps Dependencies Show
• Odoo 18 Accounting Community
• Cash Book, Day Book, Bank Book Financial Reports
• Customer Follow Up Management
• Odoo 18 Accounting Financial Reports
• Odoo 18 Assets Management
• Odoo 18 Budget Management
• Odoo 18 Fiscal Year & Lock Date
• Odoo 18 Recurring Payment
Lines of code 8834
Technical Name ur_account_auto_transfer
LicenseLGPL-3
Websitehttps://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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COPYRIGHT ©Technoverse Systems PVT.LTD.| 2019

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