Account Dynamic Approval | Invoice Dynamic Approval | Bill Dynamic Approval | Invoice Approval Process | Bill Approval Process
by Softhealer Technologies https://www.softhealer.com$ 32.47
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 945 |
| Technical Name |
sh_account_dynamic_approval |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 14.0 12.0 15.0 13.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 945 |
| Technical Name |
sh_account_dynamic_approval |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 14.0 12.0 15.0 13.0 16.0 |
Account Dynamic Approval
This module allows you to set dynamic and multi-level approvals in the invoice/bill so each invoice/bill can be approved by many levels. invoice/bill can be approved based on untaxed/ total amount and approved by particular users or groups they get emails notification about invoice/bill that waiting for approval. When an invoice/bill approves or rejects user gets a notification about it.
Related Modules
Purchase Dynamic Approval Related
Sale Dynamic Approval Related
Payslip Dynamic Approval Related
Expense Dynamic Approval Related
Hot Features
Features
- You can set dynamic approvals on invoice/bill.
- You can set different approvals on different invoices/bills.
- Invoice/bill can approve based on untaxed/ total amount.
- Invoice/bill can be approved by a particular user or group.
- Users get a notification when the invoice/bill approves or rejects.
- You can create a flexible approval process.
- No special configuration required, install it, use it.
You have to define the minimum amount based on tax amount or without tax amount.
Approval Configuration: Setup approval levels based on minimum amount and users level. Also select companies.
Approved Process By, there are two types 1. User , 2. Group. Userwise means to define that person who approved the invoice/bill, in this wizard select the user.
Approve type 2. Group that means only specific groups users will give approval.
Go to the invoice/bill.
User submits invoice/bill for approval by pressing the âConfirmâ button. so that will automatically set the âWaiting for Approvalâ stage. Auto fetch Approval Level based on configured approvals setup and minimum limit.
After confirmed by the users, Auto set next level approvers in the Approval Info tab. If next approval is required.
Email notification sent to approvers for approval invoice/bill.
There are two menus for
1. My Approval: Only access those invoice/bill which are assigned to him.
2. Waiting Approval: Users can access own invoice/bill which is in Waiting for Approval and Approved stage.
Approval Flow
There are 2 approvers the first approver approves the invoice/bill.
After approved by the approved person, Auto set the next level approvers in the Approval Info tab. If next approval is required.
Email notification sent to approvers for approval invoice/bill.
Now the second approver approves the invoice/bill.
So invoice/bill is posted.
Email notification of approval looks like this.
Rejection Flow
There are 2 approvers If the first approver rejects the invoice/bill that means that invoice/bill will be canceled no more second approver is needed.
After click on the âRejectâ button, this wizard will pop up, here the approver has to add a reason for rejecting the invoice/bill.
After rejection, it auto set the rejection information in the "Reject Order Info".
Email notification of rejection looks like this.
Version 13.0.4 | Released on : 18thApril 2022
- UpdateOnly Manager Can Create Approval Configuration.
Version 13.0.3 | Released on : 17th January 2022
- Fixed Minor Bug Fixed.
Version 13.0.2 | Released on : 10th January 2022
- UpdateWe have added a base module in depends which is a free module so please whenever you update with the latest v13.0.2 please install the base module first then install the latest updates.
Version 13.0.1 | Released on : 10 May 2021
- Initial Release.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, This app is compatible with Odoo's Multi-Company Feature.
- Yes, we provide free support for 90 days.
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