In this video, we’ll walk you through the Automatic Transfers feature in Odoo 18 Accounting. This tool automates fund movements between accounts, reducing manual data entry and ensuring accuracy in your financial records. With Odoo’s automated transfer system, you can schedule and manage recurring transactions effortlessly.
What You’ll Learn: ✨
🏦 How to set up and configure Automatic Transfers in Odoo 18
🔄 Selecting origin and destination accounts for seamless transactions
📆 Scheduling transfers with custom frequency (monthly, quarterly, yearly)
✅ Applying analytic and partner filters for precise fund movements
⚙ Activating, computing, and managing transfers efficiently
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More detail here:
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