Account Dynamic Approval | Invoice Dynamic Approval | Bill Dynamic Approval | Invoice Approval Process | Bill Approval Process
by Softhealer Technologies https://www.softhealer.com$ 32.75
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 956 |
Technical Name |
sh_account_dynamic_approval |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 18.0 17.0 12.0 16.0 14.0 15.0 13.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 956 |
Technical Name |
sh_account_dynamic_approval |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 18.0 17.0 12.0 16.0 14.0 15.0 13.0 |
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.
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.
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 16.0.3 | Released on : 5th Aug 2024
Version 16.0.2 | Released on : 19th March 2024
Version 16.0.1 | Released on : 28th October 2022
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install additional libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.
Multi-Languages
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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