| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 179 |
| Technical Name |
wm_accounting_internal_transfer |
| License | OPL-1 |
Accounting Internal Transfer
This Odoo module restores the internal payment transfer feature that was removed in recent versions after Odoo 17. It brings back the familiar functionality for transferring funds internally between bank abd cash journals, enabling seamless and efficient internal accounting operations. Ideal for businesses that rely on precise control over internal financial movements, this module ensures continuity and ease of use.
Internal Transfers
Restore the original internal payment transfer feature from older Odoo versions.
Compatible with V18
Optimized to work with the latest Odoo version while keeping legacy behavior.
Clean Code
Structured with simplicity and readability in mind, making the code easy to follow and maintain.
Easiest to Update & Upgrade
Minimal impact on core logic ensures smooth updates in current version and upgrades with future Odoo versions.
- Install the Module: Download and install the module via the Odoo Apps interface.
- Access the Payment Menu: Navigate to Invoicing/Accounting > Customers/Vendors
> Payments in your Odoo backend.
(Illustrative image: Open Payments)
-
I configured the Outstanding Receipts and Outstanding Payments accounts on the Bank/Cash Journals using the journalâs main account. As a result, when an internal transfer is confirmed, its status is automatically set to Paid.
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Alternatively, if you configure the Outstanding Receipts and Outstanding Payments accounts using separate outstanding accounts, the internal transfer status will be set to In Process upon confirmation. Once you reconcile the outstanding account with the journalâs main account, the status will then be updated to Paid.
- Create New Payment Click New, then select Internal
Transfer. Specify the payment mode, enter the transfer amount, select transfer date ,and
select the source journal (e.g., Bank A) and the destination journal (e.g., Bank B).
(Illustrative image: Payment form with internal transfer)
- Confirm the Transfer: Click Confirm to confirm the internal transaction.
The system will automatically create the corresponding journal entries.
(Illustrative image: Send internal transfer)
(Illustrative image: Receive internal transfer)
- Review Entries:
(Illustrative image: Send Transfer Journal Entry )
(Illustrative image: Receive Transfer Journal Entry )
(Illustrative image: Internal Transfer Journal Entries Reconciliation)
- Internal Transfer Filter:
(Illustrative image: Internal Transfer Filter)
Note
Version:1.0.0 Date:18-May-2025
- Initial Code.
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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