Odoo Implementation
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 771 |
| Technical Name |
sl_fund_request_module |
| License | OPL-1 |
| Website | https://www.securelogic.pk |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 771 |
| Technical Name |
sl_fund_request_module |
| License | OPL-1 |
| Website | https://www.securelogic.pk |
Community
Enterprise
This module allows employees to request funds with a configurable approval workflow in Odoo. All approvals are managed online, and the fund disbursement is recorded with automatic accounting entries.
Fund Request Module Features
- Employees can create and submit fund requests.
- Approval Hierarchy:
- Amount entered is automatically converted to words.
- Pre-Audit stage can be enabled/disabled via module settings.
- CEO approval can be enabled/disabled from module settings, triggered by CFO amount limit.
- âPay Nowâ button becomes available only after all required approvals.
- Automatically generates journal entries on payment.
- Default debit and credit accounts and journal can be set from settings.
- Journal entry includes request purpose in the description.
- Well-formatted PDF print with all approval authorities and their status.
- All approval stages are tracked and printed in the report.
1. HOD (Head of Department)
2. Pre-Audit (optional, configurable)
3. CFO
4. CEO (optional if amount exceeds CFO limit)
5. Cashier (final payment)
Fund Request Module Work Flow
- Employees create a fund request by entering the amount and purpose. The amount is automatically converted into words for display and printing.
- Upon submission, the request is forwarded to the employeeâs Head of Department. The HOD can approve or decline the request.
- If pre-audit is enabled from module settings, the request is sent to the pre-audit officer after HOD approval. Otherwise, it skips this step.
- The CFO reviews the request. If the amount exceeds the configured limit (set in module settings), it automatically routes to the CEO.
- CEO approves requests only if the amount exceeds the CFO limit and if the CEO approval feature is enabled.
- After all approvals, the "Pay Now" button becomes visible. On clicking, a journal entry is automatically created with the configured accounts and journal. The description of the entry includes the fund request number and purpose.
1. Request Creation
2. Submit to HOD
3. Pre-Audit (Optional)
4. CFO Approval
5. CEO Approval (Optional)
6. Cashier Payment
Configuration Settings
- Enable/Disable Pre-Audit
- Enable/Disable CEO approval based on amount
- Set CFO approval limit
-
Configure default:
- Debit Account
- Credit Account
- Journal
- PDF Print
Accounting Integration
- Automatic journal entry creation on payment
- Debit and credit accounts configured via settings
- Descriptive narration including fund request number and details
- Compliant with Odooâs accounting workflow
User Roles and Access
| Role | Access Rights |
|---|---|
| Employee | Create, view own requests |
| HOD | Approve/Decline department requests |
| Pre-Audit Officer | Review request (if enabled) |
| CFO | Approve requests |
| CEO | Approve high-value requests (if enabled) |
| Cashier | Process payment, generate accounting entries |
OUr Services
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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