How to Create Automatic Transfers in Odoo15 Accounting | Odoo 15 Enterprise Edition

Channel:
India Cybrosys Technologies
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28,000
Published on ● Video Link: https://www.youtube.com/watch?v=Co1qYQpFD1Y


Game:
Accounting (2016)
Category:
Tutorial
Duration: 3:32
2,540 views
9

When you have to transfer an amount from one account to another account over a fixed period of time, you can make use of the Automatic Transfers feature provided by the Odoo 15 Accounting module.

By selecting the Automatic Transfer option from the Accounting tab, you can view the list of existing automatic transfers. #odoo15accounting

The details of the transfers such as the Name of the automatic transfer, name of the Company, Start Date, Stop Date, and Frequency of the transfer are displayed. By selecting the transfer from the list you can view more details of it. #odoofunctionalvideos


The Origin Account details along with the Code, Account Name, and Type can be viewed. You can add new Origin Accounts by selecting the Add a Line option. The details of the Automated Transfer are displayed next to the origin accounts. #odoo15videos

This includes the details such as Analytic Filter, Partner Filter, Percentage, and Destination Account where the amount should be transferred.

The number of transfers that have happened under the selected Automatic Transfer can be viewed in the Transfers tab. If the automatic transfer is disabled then you can validate it by selecting the ACTIVATE button.

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