Account Dynamic Approval | Invoice Dynamic Approval | Bill Dynamic Approval | Invoice Approval Process | Bill Approval Process

by
Odoo

32.75

v 16.0 Third Party 48
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Community Apps Dependencies
Lines of code 956
Technical Name sh_account_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 18.0 17.0 12.0 16.0 14.0 15.0 13.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Discuss (mail)
Community Apps Dependencies
Lines of code 956
Technical Name sh_account_dynamic_approval
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 18.0 17.0 12.0 16.0 14.0 15.0 13.0
logo
Community Enterprise Odoo.sh

Account Dynamic Approval

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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

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Invoice Dynamic Approval
Bill Dynamic Approval
Approved By Particular User
Approved By Particular Group
Approve Based On Total Amount
Approve Based On Untaxed Amount

Features

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  • 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 ‘Confirm’ button. so that will automatically set the ‘Waiting for Approval’ 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 ‘Reject’ 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

Fixed  Minor Bug Fixed.

Version 16.0.2 | Released on : 19th March 2024

Fixed  Minor Bug Fixed.

Version 16.0.1 | Released on : 28th October 2022

Initial  Initial Release.
  • 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).
  • 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.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

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