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Dynamic Invoice Approval

by
Odoo

$ 38.98

v 16.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 787
Technical Name bd_dynamic_account_approval
LicenseOPL-1
Websitehttps://www.beyondatagroup.com/
Versions 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 787
Technical Name bd_dynamic_account_approval
LicenseOPL-1
Websitehttps://www.beyondatagroup.com/
Versions 16.0 17.0 18.0 19.0

Dynamic Invoice Approval

Key Highlights

Dynamic Invoice Approval

Dynamic Approval Configuration

Easily set approval rules based on Total Amount or Before Tax Amount of the invoice or bill.

Multiple Approval Levels

Define and apply multiple approval stages for both customer invoices and vendor bills.

User & Group-Based Approvals

Choose between approvals by specific users or user groups, based on your organization’s structure.

Email Notifications

Automatic email alerts are sent for every approval or rejection, keeping all stakeholders informed.

Real-Time Approval Workflow

Approvals happen instantly within the system, ensuring smooth and fast processing.

Seamless Integration with Odoo Invoicing

Fully integrated with Odoo’s standard invoicing workflow for a consistent and user-friendly experience.

Overview

Dynamic Invoice Approval

The Dynamic Invoice Approval Odoo App streamlines and strengthens financial control by enabling multi-level, real-time approvals for customer invoices and vendor bills. This module allows businesses to define approval workflows based on invoice amount thresholds (total and before-tax) and assign them to specific users or approval groups. Integrated seamlessly into Odoo’s Invoicing module, the app ensures better compliance, accountability, and operational efficiency. Automatic email notifications keep stakeholders informed throughout the approval process, reducing delays and enhancing transparency.

SCREENSHOTS

Configuration

Dynamic Approval Configuration :

  • Go to Invoicing Module → Configuration → Settings, then enable the ‘Dynamic Approval’ checkbox.

  • Set the approval rule based on the minimum amount of either ‘Total’ or ‘Before Tax Amount’.

  • Also, make sure to enable the ‘On Customer Invoice’ and ‘On Vendor Bill’ options for the approval process to work.

Approval Configuration :

  • Go to Invoicing Module → Configuration → Approval Configuration.

  • Create an invoice approval rule by setting the minimum amount and entering the approval details.

  • There are two types of approval processes: 1) User and 2) Group.

    Select 'User' as the approval type and specify the person responsible for approving the invoice.

  • Select the approval process as 'Group', then choose the group name. The invoice will be approved by any user from the selected group.

Confirm Customer Invoice :

  • The user can click the 'CONFIRM' button on the draft invoice to start the approval process.

  • If approval is based on 'Total', the system will check the total amount. Otherwise, it will use the 'Before Tax Amount'.

  • The approval levels will be fetched automatically based on the configured rules and the minimum amount set.

Approve Customer Invoice by First Approver :

  • The first approver can click the 'Approve' button to approve the customer invoice.

Email Notification of Submit for First Approval :



Approve Customer Invoice by Second Approver :

  • The second approver can click the 'Approve' button to approve the customer invoice.

  • Once the customer invoice is approved by the second approver, it gets confirmed automatically. You can view the details of all approvers under the 'Approval Info' tab.

Email Notification for Confirmed Customer Invoice :

Reject Customer Invoice :

  • The approver can click the 'Reject' button to reject the customer invoice.

Invoice Reject Wizard :

  • When the 'Reject' button is clicked, the approver must enter a rejection reason in the popup wizard.

Rejected Customer Invoice :

  • After the customer invoice is rejected by the approver, it moves to the 'Rejected' stage and no further approvals are required.

  • The user can view the rejection details under the 'Approval Info' tab.
  • Email Notification for Rejected Customer Invoice

Waiting Approval Menu :

  • Go to Invoicing Module → Customers → Waiting Approval to view all invoice approvals assigned to the user.

  • The user can access and view their own invoices that are in the 'Waiting for Approval' stage.

Dynamic Approval Configuration :

  • Go to Invoicing → Configuration → Settings, then enable the 'Dynamic Approval' checkbox.

  • Set the approval rule based on the minimum amount of either 'Total' or 'Before Tax Amount'.

  • Also, make sure to enable the options for 'On Customer Invoice' and 'On Vendor Bill' to apply the approval process accordingly.

Approval Configuration :

  • Go to Invoicing Module → Configuration → Approval Configuration.

  • Create an invoice approval rule by setting the minimum amount and entering the approval details.

  • There are two types of approval processes: 1) User and 2) Group.

    Select 'User' as the approval type and specify the person responsible for approving the bill.

  • The user can select the approval process as 'Group' and specify the group name. The bill will be approved by any user from the selected group.

Confirm Vendor Bill :

  • The user can click the 'CONFIRM' button on the draft bill to start the approval process.

  • If the approval is based on 'Total', the system will check the total amount; otherwise, it will use the 'Before Tax Amount'.

  • The system will automatically fetch the approval levels based on the configured rules and the minimum amount.

  • Once the vendor bill is confirmed and the amount exceeds the set limit, it moves to the 'Waiting for Approval' stage. The next approval level is automatically set under the 'Approval Info' tab.

Email Notification of Submit for Approval :


  • The user can view the email notification sent to approvers for the vendor bill approval.

Approve Vendor Bill by First Approver :

  • The first approver can click the 'Approve' button to approve the vendor bill.

  • Once the vendor bill is approved by the first approver, the next approval level is automatically set under the 'Approval Info' tab.

Email Notification of Submit for First Approval :

Approve Vendor Bill by Second Approver :

  • The second approver can click the 'Approve' button to approve the vendor bill.

  • Once the vendor bill is approved by the second approver, it gets confirmed automatically. You can view the details of all approvers under the 'Approval Info' tab.

Email Notification for Confirmed Vendor Bill :

Reject Vendor Bill :

  • The approver can click the 'Reject' button to reject the vendor bill.

Invoice/Bill Reject Wizard :

  • When the 'Reject' button is clicked, the approver must enter a rejection reason in the popup wizard.

Rejected Vendor Bill :

  • After the vendor bill is rejected by the approver, it moves to the 'Rejected' stage and no further approvals are required.

  • The user can view the rejection details under the 'Approval Info' tab.

Email Notification for Rejected Vendor Bill :


Waiting Approval Menu :

  • Go to Invoicing → Vendors → Waiting Approval to view all vendor bill approvals assigned to the user.

  • The user can access and view their own invoices that are in the 'Waiting for Approval' stage.

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