$ 47.84
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 570 |
| Technical Name |
bi_invoice_tripple_approval |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 11.0 10.0 15.0 17.0 13.0 14.0 12.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 570 |
| Technical Name |
bi_invoice_tripple_approval |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 11.0 10.0 15.0 17.0 13.0 14.0 12.0 16.0 |
Invoice Tripple Validation-Approval Workflow Odoo Apps
This Odoo apps helps you to add three-step approval process for Customer invoice while validation of invoice in Odoo.This Odoo module add three setup validation process and triple approval validation process for customer invoice, only specific users like finance manager, Director have access to this kind of multi-step validation of customer invoice. Only user with "Finance Manager (Accounting)" groups can confirm invoice from 'Second Approval' state and user with "Director(Accounting)" groups can invoices from 'Third Approval'. User will get the email notification while required for approval and approved an invoice. Approver have access to reject an invoice with rejection reason and also view in approval info tab in an invoice. This Odoo app helps you to triple approval process for Customer Invoice while validation of invoice.
Multi Language Translation Available
We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.
Features
Three Step Verification Process.
You can set three step verification approval process on Invoice.
Limit Decides the Approval Process.
If order's total amount exceeds the pre-defined limit,then flow will be two step invoice validation process.
Set Limit Amount for Invoice.
You can set a limit amount on invoice as two and three step verification.
Users are Allowed ask for Approval to Director.
User can ask for third approval to the director if sale order exceeds the limit of finance manager.
User are allowed to Ask Approval.
Users are allowed to ask approval from the finance manager in second approval state.
For Multilevel Validation.
If order's total amount exceeds the pre-defined limit of three step,then flow will be three step validation process.
Get the Email Notification
User will get the email notification, When required for approval and approved invoice.
Reject the Invoice by Approver
Approver have access to reject an invoice with rejection reason.User Configuration & Setup
Once module is installed only user with "Manager(Accounting)" groups can confirm invoice from 'First Approval' state, user with "Finance Manager (Accounting)" groups can confirm invoice from 'Second Approval' state and user with "Director(Accounting)" groups can invoices from 'Third Approval'.
Configure Approval Amounts into Invoice Settings
Enable "Double and Triple Approval" to set Minimum Approval amounts.
Three Step can be enabled only when "Double Approval" is Enabled If Amount Total of invoice will exceeds the limit of First Approval then flow will be Two Step If Amount Total of invoice will exceeds the limit of Second Approval then flow will be Three Step
Invoice User Who Don't have Any Approval Group
Invoice will be into To Approve state after validate, because Total Amount of order is greater the pre-defined First Approval Limit.
Accounting Manager : Included into Accounting Manager(Accounting) group
Invoice will be into Second Approval state after first approval, because Total Amount of invoice is greater the pre-defined Second Approval Limit.
User can view the "Approval Info" tab, When invoice will be approved, Approved Info will automatically fill up and when invoice will be rejected, Rejected Info will automatically fill up.
Finance Manager : Included into Finance Manager(Accounting) group
Invoice will be into Third Approval state after second approval.
Email Notification for Invoice Approval Required
Once invoice would be into Third Approval state, Third approver get the email notification for invoice approval required.
Director : Included into Director(Accounting) group
Invoice will be into open state after third approval.
Display Approval Info in Invoice
User can view the approved date and approved by info under "Approval Info" tab.
Email Notification for Invoice Approved
Once invoice would be approved by third approver, User will get the email notification for invoice approved.
Director : Included into Director(Accounting) group
Invoice will be into reject state after rejected invoice by third approver for that click on 'REJECT' button.
Reject Invoice Reason Wizard
Third approver(Director) must be enter rejection reason.
Rejected Invoice with Info
Once rejected invoice by third approver, Invoice must be into 'Reject' state and show the reject date, reject by and reject reason under "Approval Info" tab.
Sent for Approval Menu
Goto Invoicing -> Customers -> Sent for Approval menu in that user can see the invoices which are sent for approval would be there.
Waiting for Approval Menu
User can see the invoices which are waiting for approval would be there.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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