Account Payment Dynamic Approval | Accounting Payment Multi Level Approval

by
Odoo

27.27

v 17.0 Third Party 1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 999
Technical Name bi_payment_dynamic_approval
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 14.0 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Lines of code 999
Technical Name bi_payment_dynamic_approval
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 14.0 15.0 16.0

Dynamic Payment Approval Odoo Apps

Accounting Multi Level Payment Approval Odoo Apps

Payment Dynamic Approval and Rejection with Email Notification

Payment Multi Level Approval Odoo App users can effortlessly implement dynamic and multi-level approval workflows for payments, offering greater flexibility and control over financial transactions.

Users can easily define dynamic approval criteria within the invoicing configuration settings. These criteria can be based on factors such as the minimum payment amount, ensuring that payments above a certain threshold undergo an approval process.

The approval workflow can involve multi levels of authorization; users can designate specific individuals or groups responsible for approving payments.

To keep users informed throughout the approval process, the app incorporates email notifications. Users receive timely updates regarding the status of their payment requests, including notifications for both approval and rejection.

Features

Configure Payment Dynamic Approval

User can configure payment dynamic approvals with set minimum amount.

Set Multiple Approvals for Payment

User can create or set multiple approvals for payment.

Approval Process By User & Group

There are two types of approval process 1) User and 2) Group.

Email Notification for Approval and Rejection

User can view email notification for approval and rejection of payment.

Payment Approval Access Rights

User have 2 options for payment approval as "User" and "Manager".

Payment Approval Configuration

Goto Invoicing -> Configuration -> Payment Approval Configuration menu in that create payment approval with minimum amount, Option to enable/disable 'Buyer Always in CC' and enter approval details.

There are two types of approval process 1) User and 2) Group, Here select approval process by 'User' and define person who approved the payments.

User can select approval process by 'Group' and define group name to approved the payments by specific group users.

Confirm Payment

User can click on 'CONFIRM' button in payment.

User can see auto fetch approval levels based on configured approvals and minimum amount.

Once confirmed payment and amount exceeding the limit, Payment moved to 'WAITING FOR APPROVAL' stage and automatic set next approval level under 'Approval Info' tab.

Email Notification for Submit For Approval

User can see email notification sent to approvers for approval payment.

Approve Payment by First Approver

First approver can click on 'APPROVE PAYMENT' button to approved payment.

Once approved payment by first approver, Automatic set next approval level under 'Approval Info' tab.

Approve Payment by Second Approver

Second approver can click on 'APPROVE PAYMENT' button to approved payment.

Once approved payment by second approver, Posted payment and view the details of approvers under 'Approval Info' tab.

Email Notification for Payment Posted

Reject Payment

Approver can click on 'REJECT PAYMENT' button to rejected payment.

Payment Reject Wizard

Once click on 'Reject' button, Approver must be enter rejection reason in this wizard.

Rejected Payment

After rejected payment by approver, Payment moved to 'REJECT' stage and no more approvals needed.

User can view rejection information under 'Approval Info' tab.

Email Notification for Invoice Payment Rejected

Waiting For Approval Menu

Goto Invoicing -> Customers -> Waiting For Approval menu in that view all approval assigned to user. .

User can access or view their own payment, which is in Waiting for Approval stage.

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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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