Approval Process in Accounting Module

by ,
Odoo

$ 21.59

v 15.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 105
Technical Name ts_invoice_approve_state
LicenseAGPL-3
Websitehttp://www.teamup4solutions.com
Versions 15.0 13.0 14.0
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Invoice Approve State

Hides invoice 'post' button from unauthorized users

Key Highlights

  • Allows posting of an invoice to Chief Accountant level authorized user only
  • Supervised Posting
  • Ease of use

Overview

Now supervise users for posting an invoice... The Invoice Approve State module allows you to manage authorized users who want to post an invoice so no one can post without approval from the Chief Accountant, it's a new state for invoice before posting. users without Accountant Level will not be able to post.

Features

  • Restricts low level users from posting an invoice
  • User friendly

Screenshots

The locations where a new functionality will be available

Open any one of the highlighted locations.

Customers Invoices

For demonstration we have open customers invoices here we click "Create" button to view form.

Invoice form view (Before and After)

Showing changes between default and with new option replacing post option which is available for authorized users only.

Invoice form view (Submitted For Approval)

Showing demo user with only billing rights can't view "Post" button.

Invoice form view in approve state(Authorized User)

Here we can approve the request submitted by unauthorized user to post by clicking post button.

Finally a posted invoice

After Accountant approval we can see here the invoice has been posted.

Videos

Creating invoice using account with Billings rights account to post

Posting/Approving invoice using account with Chief Accountant rights

Our Service

Customization

Odoo Implementation

Odoo Integration

Functional and & Technical Support

Need Any Help?

If you have anything to share with us based on your use of this module, please let us know. We are ready to offer our support.

Email us

info@teamup4solutions.com

Contact us

+92 (301) 8800444

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