Invoice Dynamic Approval | Advance Invoice Approval Enterprise
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 33.87
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Approvals (approvals) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1161 |
| Technical Name |
dev_invoice_approvals |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 14.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Approvals (approvals) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1161 |
| Technical Name |
dev_invoice_approvals |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 14.0 16.0 17.0 18.0 |
Invoice Approval Workflow in Odoo
Invoice Dynamic Approval is an Odoo app that makes invoice validation secure, flexible, and
organized.
Instead of confirming invoices directly, you set an approval flow where specific users or a
group must
approve before the invoice is posted. You can create approval rules, assign approvers, and
choose how many
approvals are required. The process runs step by step, and every approval or rejection is
tracked, so you
always know who approved and when.
The app supports two types of approvals:
User-based (pick specific people, set sequence, and minimum approvals) and
Group-based (assign a group and set how many members must approve). You can also use
templates with
conditions like invoice amount ranges, so only matching invoices go for approval. All requests
show in the
Approvals tab, approvers get activities and reminders, and actions are posted in the chatter for
full
transparency. Only after all conditions are met, the invoice can be confirmed and posted.
This gives you better control over finances, prevents accidental confirmations, and keeps your
process
aligned with company policy.
Where this helps?
Use Case 1 — Simple manager check
A team of 5–10 people creates a vendor invoice of ₹80,000. Rule: “Manager must approve invoices above ₹50,000.” The app auto-assigns the Finance Manager, creates the approval request, and blocks posting until approved.
- Type: User-based approval
- Setup: Pick approver(s), set sequence, define minimum approvals
- Outcome: No accidental confirmations; full history in chatter
Quick config
- Create approval template
- Set amount rule: > ₹50,000
- Add Finance Manager as approver (min = 1)
Use Case 2 — Multi-person check for big spends
A growing company receives an invoice of ₹2,40,000. Rule: “At least 2 users from Finance Group must approve above ₹2,00,000.” The app assigns the group automatically and waits for two approvals before posting.
- Type: Group-based approval
- Setup: Select Finance Group, set minimum approvals = 2
- Outcome: Shared responsibility; safer controls; clear visibility
Quick config
- Create group approval template
- Set amount rule: > ₹2,00,000
- Set minimum approvals = 2
How Invoice Dynamic Approval Works?
First, the admin configures Approval Types, Templates, and Groups. Rules are set, like:
- Invoices above $5000 need manager approval (User-Based).
- Invoices above $20,000 need at least 2 finance team members’ approval (Group-Based).
Now when an accountant creates an invoice, they select the correct Approval Template and click Verify Approval. The system checks the rules and automatically assigns approvers — either specific users or an entire group.
A Request Approval popup appears, asking for a remark and confirmation. Once confirmed, approval requests are created and listed in the Approvals tab. Approvers get activities, notifications, and buttons to Approve or Refuse. Every action is logged in the chatter, so there’s full visibility.
Approvals follow the configured sequence or group requirement. For example, if the template requires two approvals, the system waits until both are done. When the conditions are met, the invoice status changes to Approved.
Finally, the accountant clicks Confirm, and the invoice is posted into the books.
This way, the app takes care of everything — from setup to assignment, approvals, tracking, and final validation — ensuring invoices are never confirmed without proper authorization.
Features
-
User-Based Approvals
Define specific users as approvers, set approval sequences, and configure minimum required approvals.
-
Configurable Approval Rules
Create Approval Types with amount ranges, dynamic domain filters, and flexible conditions.
-
Approval Dashboard & Tracking
Monitor pending, approved, and refused requests with full chatter log for transparency.
-
Clear Configuration Options
Manage Approval Types, Templates, and Groups directly from the configuration menu.
-
Sequential & Parallel Approvals
Support both step-by-step approvals or parallel approvals depending on your rules.
-
Flexible Approval Conditions
Apply approvals automatically based on invoice amount, company, or custom rules.
-
Full Transparency for Management
Real-time visibility of who approved, who’s pending, and why — giving managers control.
-
Group-Based Approvals
Assign groups as approvers and decide how many members must approve before validation.
-
Approval Workflow Actions
Verify approval eligibility, request approval with remarks, and track every step.
-
Invoice Validation Control
Invoices cannot be confirmed until all approval requirements are met, ensuring compliance.
-
Activity Scheduling for Approvers
Automatic activities are created for approvers with clear deadlines and reminders.
-
Audit-Ready Approval History
Every approval/refusal is logged with user, timestamp, and remarks for compliance.
-
Increased Compliance & Security
No invoice gets validated without proper authorization, reducing risks and fraud.
1. Choose Approval Template for Group-Based Approvals
First, create an invoice and choose an approval template then, click the 'Verify Approval' button
To proceed with invoice approval, the user must first click the 'Verify Approval' button. Before doing so, it's important to select the appropriate group approval template in the Approval Template field. The system will check if the invoice total matches the amount defined in the selected group template. Only if the amounts match that user allowed to approve the invoice.
Clicking 'Request Approval' triggers a confirmation popup to start the invoice approval process based on the selected template
When the user clicks the 'Request Approval' button, a confirmation popup appears to ensure the action is intentional. Upon confirmation, the system initiates the approval process as configured in the selected approval template. The invoice cannot be validated until the required approvals are completed
Enter a remark for confirmation before proceeding
To request approval, add a remark in the text box and review the list of approvers shown below, then click the 'Confirm' button to start the approval process.
Once confirmed, the approval request will be created, and the request along with approval details will be shown in the Approval tab.
Once the approval request is generated, it appears under the Approval Requests button and in the Approvals tab. Here, you can see the list of assigned approvers, the approval sequence, and the current request status.
This is an Approvals Dashboard showing pending requests for Finance Approver User 2
Based on the approval type configuration, only eligible users can see these buttons.
So here user(Finance Approver User 2) can see these buttons and approve or refuse the request.
The approver states indicate that 'Finance Approver User 2' has approved the request, while "Finance Approver User 4" is still pending approval. This status update is logged
Here, the user 'Finance Approver User 4' can see the buttons to approve or refuse request
Once the request is approved, its status will change to 'Approved', and the approver's status will also be updated. This action will also be reflected in the activity log
After the request is approved, the user will proceed to confirm the invoice
Once the invoice is approved, the user can proceed to confirm it by clicking the 'Confirm’ button. This action finalizes the invoice and moves it forward in the accounting process.
The invoice is posted, as indicated by the highlighted status.
2. Choose the Approval Template for User-Based Approvals
Make an invoice, select an approval template, and then click the 'Verify Approval' button.
To proceed with invoice approval, the user must first click the 'Verify Approval' button. Before proceeding, it is essential to select the correct user approval template in the Approval Template field. The system will verify that the invoice total matches the amount specified in the user-selected template. Only if the amounts match is the user allowed to approve the invoice.
Clicking 'Request Approval' triggers a confirmation popup to start the invoice approval process based on the selected templates
Enter a remark for confirmation before proceeding
To request approval, add a remark in the text box and review the list of approvers shown below, then click the 'Confirm' button to start the approval process.
Once confirmed, the approval request will be created, and the request along with approval details will be shown in the Approval tab.
Based on the approval type configuration, only eligible users can see these buttons.
Here, the user (Finance Approver User 1) can see these buttons and approve or refuse the request.
Once the request is approved, its status will change to 'Approved', and the approver's status will also be updated.
Approval from Finance Approver User 3 is not required because the approval type has Minimum Approval set to 1. If it were set to 2, then Finance Approver User 3 ’s approval would have been necessary
After the request is approved, the user will proceed to confirm the invoice
The invoice is posted, as indicated by the highlighted status.
Configure Approval Types, Template, Groups From here
Under the Configuration menu, you can manage your approval settings by accessing Approval Types, Approval Templates, and Approval Groups.
Configure approval group template like this.
To configure approve template in which apply for group , first you have to configure approval group template.
Configure the approval type that should be applied to the group
This screen displays the setup of an approval type named 'Invoice Group Total Amount - 1'. It includes rule-based conditions for invoices between 0 and 2000 and assigns Group 1 as the approver group. At least two users from the group must approve the document before it's validated.
Now Configure approve template of Group
Configure the approval type that should be applied to users
This approval type applies to invoices with a value between $ 2000 and $ 4000. It assigns two users as approvers, but only one approval is required due to the Minimum Approval setting. The system applies this approval type using the domain rule only when the invoice total falls within the specified range.
Now Configure approve template of users
Version 1.0 | Released on : 13th February 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
You May Also Like
Most Demandend Apps
Devintelle Odoo Services
Connect Us
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.
Please log in to comment on this module