| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 373 |
| Technical Name |
account_dynamic_approval |
| License | AGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 373 |
| Technical Name |
account_dynamic_approval |
| License | AGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Why Account Dynamic Approval?
The Account Dynamic Approval feature in Odoo offers a flexible, rule-based workflow for managing journal entry transitions with precision and accountability. Instead of relying on informal, error-prone manual processes, businesses can define clear approval rules based on specific "from" and "to" states, linked to journal types like vendor bills, customer invoices, or general entries. Each rule allows you to assign responsibility to either individual users or user groups, ensuring the right people validate financial movements before they are finalized. This eliminates unauthorized postings, reduces the risk of fraud or mistakes, and enhances audit readiness by providing a transparent, trackable trail of all approvals. Whether you're scaling operations or tightening financial controls, Account Dynamic Approval adds a critical layer of governance to your accounting workflow.
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Key Attributesof Account Dynamic Approval
Move-Type Specific Rules
Apply approvals only to selected accounting move types (e.g., Vendor Bills, Customer Invoices).
Multi-level Approval
Configure multiple approval steps using sequences and define user/group-based responsibilities.
Dynamic Approval Status
Automatically detects pending approvals and updates the journal entry status accordingly.
User & Group Flexibility
Assign approval roles to individual users or entire user groupsâensuring proper access control.
Audit Trail & Transparency
Track who approved or rejected each document, providing a clear and compliant audit trail.
Re-request
You can re-submit approval requests.
To change the status from 'Draft' to 'Posted' all approvals must be granted
The Account Dynamic Approval module introduces a powerful, rule-based approval workflow for journal entries in Odoo. It enables businesses to control state transitions like Draft to Posted based on pre-defined rules tied to move types such as vendor bills or customer invoices. With flexible assignment of approval responsibility to either individual users or groups, the module supports multi-level approvals, ensures accountability through approval logs, and prevents unauthorized postings. It also detects pending approvals dynamically, provides rejection reasons via a wizard, and offers seamless integration with the Accounting appâdelivering a secure, compliant, and transparent accounting process.
On Custumer Invoice, the approval request is sent to the user who is responsible for the approval of the invoice. The user can approve or reject the request. If the user approves the request, the invoice will be posted. If the user rejects the request, the invoice will remain in draft state.
On Vendor Bill, the approval request is sent to the user who is responsible for the approval of the bill. The user can approve or reject the request. If the user approves the request, the bill will be posted. If the user rejects the request, the bill will remain in draft state.
Go to the Accounts Order and click on the "Configuration" menu. Select "Account Dynamic Approval Rule" from the dropdown.
Account Dynamic Approval Rule lets companies control who can approve Accounts order state changes, like moving from draft to confirmed. It defines specific transitions between order states (from_state â to_state) and assigns either a user or user group (like Accounts Manager) who must approve that transition. You canât select both a user and a group for the same ruleâonly one. Each rule is ordered by a sequence number, can be activated/deactivated, and optionally described. This setup ensures only authorized people approve critical Accounts actions, adding a layer of security and control in the Accounts process.
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