Invoice and Bill Triple Approval

by
Odoo

$ 108.71

v 12.0 Third Party 27
Required Apps Invoicing (account)
Lines of code 795
Technical Name odoo_invoice_triple_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 16.0 v 13.0 v 14.0 v 15.0
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Required Apps Invoicing (account)
Lines of code 795
Technical Name odoo_invoice_triple_approval
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 16.0 v 13.0 v 14.0 v 15.0

Invoice / Vendor Bill Triple Approval

This app add workflow on Customer Invoice / Vendor Bill for Triple Approval: Manager Approval -> Director Approval -> Invoice Validation.

Main Features:

  • Manager Approval limit Amount Configuration for Customer Invoice / Vendor Bill on Invoice Settings.
  • Director Approval limit Amount Configuration for Customer Invoice / Vendor Bill on Invoice Setting.
  • When Creating Customer Invoice and Vendor Bill system set the Manager Approval User and Director Approval User on Customer Invoice / Vendor Bill as per Invoice Setting.
  • It will require for Manager Approval If Customer Invoice / Vendor Bill Total Amount are greater than Manager Approval Amount and Less than Director Approval on Invoice Setting.
  • When Manager Approved Customer Invoice / Vendor Bill system send Notification Email to Director Approval.
  • System will require for Director Approval and Manager Approval If Customer Invoice / Vendor Bill Total Amount are greater than Director Approval Amount on Invoice Setting.
  • When Director Approve Customer Invoice / Vendor Bill system send Notification Email to Billing user.
  • When Rejecting Customer Invoice / Vendor Bill due to some reason send Notification Email.
  • For more details please see below screenshots and video.

    • Customer Invoice / Vendor Bill Approval

  • Manager Approval ==> Need Manager Approval If Customer Invoice / Vendor Bill Total Amount are greater than Manager Approval Amount and Less than Director Approval Amount on Invoice Setting.
  • Manager Approval + Director Approval ==> Need Director Approval and Manager Approval If Customer Invoice / Vendor Bill Total Amount are greater than Director Approval Amount on Invoice Setting.
  • System is flexible to have approval buttons based on amounts configured on Invoice Setting form. For example if Customer Invoice amount less 5000 then in only required single Manager approval but if amount of Customer Invoice is greater then 10000 then it will need Manager Approval + Director Approval.
  • System is flexible to have approval buttons based on amounts configured on Invoice Setting form. For example if Vendor Bill amount less 5000 then in only required single Manager approval but if amount of Vendor Bill is greater then 10000 then it will need Manager Approval + Director Approval.

    • Customer Invoice / Vendor Bill Workflow Sample Example Users in Screens and Video

    • Customer Invoice User ==> John Smith
    • Manager Approval ==> Fabian Smith
    • Director Manager ==> Sasha James
      •

    Customer Invoice Flow

    Customer Invoice / Vendor Bill Configuration

    Customer Invoice

    Customer Invoice Approval Info

    Customer Invoice - Manager Approval Button

    Customer Invoice - Approved by Manager

    Email Notification to Next Approval

    Customer Invoice - Director Approval Button

    Customer Invoice Approved by Director

    7_cinv_dir_approved

    Email Notification To Validate User

    Reject Customer Invoice Process

    Reject Customer Invoice

    Customer Invoice Reject Wizard

    Customer Invoice Reject Details

    Send Notification Email for Rejected Invoice

    Vendor Bill Flow

    Vendor Bill

    Vendor Bill - Manager Approval Button , Approval Info

    Vendor Bill - Approved by Manager

    Send Email Notification to Director Approval

    Vendor Bill Director Approval Button

    Vendor Bill Approved by Director

    Sent Email Notification To Validate

    Reject Vendor Bill Process

    Reject Vendor Bill

    Vendor Bill Reject Wizard

    Vendor Bill Reject Details

    Send Notification Email for Vendor Bill

    Contact / Support
     Introducing Probuse Consulting Services Pvt. Ltd.

    If you need any help or want more additional features, you may contact us through:
    Email: contact@probuse.com
    Website: www.probuse.com
    Skype: mustufa_probuse

    Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

    Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

    Our Services

    • Odoo Implementation

      •

    • Odoo Support

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    • Odoo Customization

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    • Odoo Migration

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    • Odoo Training

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    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).
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or modified copies of the Software.
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