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  1. APPS
  2. Productivity
  3. Document & License Expiry Tracker v 17.0
  4. Sales Conditions FAQ

Document & License Expiry Tracker

by Wazirz
Odoo
v 17.0 Third Party 3
Download for v 17.0 Deploy on Odoo.sh
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  • Description
  • Manifest
  • License

Document & License Expiry Tracker

Track the expiry of any license, contract, certificate, insurance policy or permit — attached to any record in your Odoo database — with fully automated, multi-stage reminders.

Works on any model Automatic reminders Renewal history Only depends on Base + Discuss
Missed renewals cause fines, downtime & lost contracts
Spreadsheets & sticky notes don't scale across teams
One central place to track every expiry, on every record
Features

Everything you need to stay compliant

Built as a generic, reusable engine — not tied to HR, Fleet, or any single app.

Attach to any record

Link a tracked document to a Contact, Employee, Vehicle, Equipment, Project, or any custom model — with a one-click "Open Related Record" button.

Configurable document types

Passport, Driving License, Insurance, Contract, Certification, Warranty, Work Permit — or add your own, each with default warning windows.

Multi-stage reminders

Set a reminder schedule like 30 / 15 / 7 / 1 days before expiry. Each threshold fires a chatter notification and an activity — automatically.

Guided renewal wizard

Renew in one click: set the new expiry date, add a note, and the full renewal history stays logged in the document's chatter.

Compliance dashboard

Color-coded list, Kanban grouped by status, Calendar, and Pivot/Graph views to see what's Valid, Expiring, or Expired at a glance.

Granular security

Dedicated User / Manager access groups with multi-company record rules, so teams only see what they should.

How it works

From setup to renewal in six steps

A simple, predictable workflow that runs quietly in the background once configured.

1
Configure defaults

Set global warning windows & reminder schedules in Settings.

2
Define document types

Review or add types like Insurance, License, Contract.

3
Create a document

Link it to any record and set its expiry date.

4
Daily auto-check

A scheduled action recalculates status every day.

5
Get notified

Chatter messages & activities alert the responsible user.

6
Renew & log

One click renews the document and records the history.

ValidOutside the warning window
Expiring SoonInside the warning window
ExpiredPast the expiry date
Renewed / CancelledManually resolved

Popular use cases

  • HR compliance — passports, visas, work permits, professional certifications per employee.
  • Fleet management — vehicle insurance, registration, and inspection due dates.
  • Vendor & contract management — supplier agreements, SLAs, and lease renewals.
  • Facilities & safety — fire safety, health, and equipment certifications.
  • Insurance tracking — general liability, property, and professional indemnity policies.
  • Product warranties — track warranty coverage on purchased assets and equipment.

Security & access

  • User group — create, view and update tracked documents.
  • Manager group — full access, incl. document type configuration & deletion.
  • Multi-company record rules included out of the box.
  • Full chatter, followers & activity log on every document.
  • Global defaults configurable under Settings > General Settings.
Technical details

Lightweight & compatible

Odoo 17 Community & Enterprise
base, mail Only dependencies
Multi-company Ready out of the box
Daily cron Automatic status checks

Never miss a renewal again

Install Document & License Expiry Tracker and keep every license, contract and certificate under control.

Install this app
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 697
Technical Name document_expiry_manager
LicenseOPL-1
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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