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Odoo Implementation
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| Odoo Apps Dependencies |
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Invoicing (account)
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| Community Apps Dependencies | Show |
| Lines of code | 8850 |
| 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 | 8850 |
| 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
Rule-Based Transfer Automation
Configure smart, custom rules to automatically shift funds between accounts without needing manual approval or data entry.
Scheduled Executions
Set up recurring schedules to execute internal financial transfers automatically at regular intervals (e.g., daily, weekly, or monthly).
Effortless Fund Allocation
Easily distribute and allocate budgets or move money between different company departments and internal bank accounts seamlessly.
Auto-Posted Journal Entries
The system instantly generates, balances, and posts the corresponding accounting entries entirely in the background.
Eliminates Human Error
Completely removes the risk of calculation mistakes, typos, and unbalanced manual entries associated with recurring bookkeeping.
Complete Audit Traceability
Maintains a transparent and permanent link between your automated transfer rules and the generated journal entries for stress-free auditing.
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.
FAQ
Yes, absolutely. The module is designed for scheduled execution. You can configure your transfer rules to run automatically at specific regular intervals without any human involvement.
You can automate a wide variety of movements, including regular money transfers between different bank accounts, recurring fund allocations to various departments, and routine financial adjustments.
Yes. Once a scheduled transfer is triggered by your rules, the module works in the background to automatically generate, balance, and post the exact debit and credit journal entries required.
The module guarantees complete traceability. Every automatically generated journal entry is securely linked back to the original transfer rule, giving your finance team a clear and accurate audit trail.
Release 19.0.1.0.0
1 December, 2025
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