Account Payment Dynamic Approval | Accounting Payment Multi Level Approval
by BrowseInfo https://www.browseinfo.com$ 26.80
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 999 |
| Technical Name |
bi_payment_dynamic_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 16.0 14.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 999 |
| Technical Name |
bi_payment_dynamic_approval |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 16.0 14.0 15.0 |
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.
Apps May You Like
Most Demanded Apps
Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
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.
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.
Please log in to comment on this module