| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 363 |
| Technical Name |
kaz_account_approval |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 363 |
| Technical Name |
kaz_account_approval |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
Accounting Approval
for Odoo
Gain full control over your accounting approval process eliminate the delays and confusion of manual tracking by setting up a streamlined, role-based approval workflow. Invoices, bills, and payments are submitted for approval with just a few clicks, triggering automated notifications to the designated approvers. Managers review, approve, or reject entries directly in the accounting form, while Odoo instantly updates the approval state and ensures rejected entries are returned to draft. Every approval action, rejection, and comment is logged in Odooâs chatter, creating a transparent audit trail for compliance and accountability. Centralize your accounting approval process to eliminate manual errors, speed up approval cycles, and provide real-time insights empowering leadership to focus on strategic financial decisions instead of chasing approvals.
© 2025 Kaizen Principles
What's New in Accounting Approval for Odoo
Approval Workflow for Account Moves
Automated Notifications
Approval Actions
Audit Trail
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Configurable Approval Workflows
Role-Based Approvals
Real-time Notifications
Approval Actions
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Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Accounting Approval
Gain complete control and transparency over your accounting approval process accounting entries, invoices, and payments are submitted in a secure, guided workflow, with managers instantly seeing pending approvals in their dashboard. From one-click submission through the approval stages, every state transition is auto-computed and enforced, ensuring no unapproved transactions move forward. Role-based access and status-driven workflows keep your team aligned: drafts, submissions, approvals, and rejections are clearly distinguished at every step. Automated Chatter posts and email alerts notify the relevant users, while each approval action, rejection, and status change is logged for a comprehensive audit trail. Whether youâre processing invoices, handling payments, or reviewing financial entries, this module centralizes your accounting approval process, removes manual follow-ups, and empowers leadership with real-time insights so your organization can focus on strategic decisions instead of chasing approvals.
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Set Accounting Manager Approvals
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Submit Payment for Approval
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Review Payment for Approval
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Submit Reason for Rejection or Correction
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Confirm Payment Approval
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Reject Payment
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Submit Vendor Bill for Approval
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Return Vendor Bill for Correction
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Submit Reason for Returning Vendor Bill
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Confirm Vendor Bill Approval
Set Accounting Manager Approvals
Submit Payment for Approval
Review Payment for Approval
Submit Reason for Rejection or Correction
Confirm Payment Approval
Reject Payment
Submit Vendor Bill for Approval
Return Vendor Bill for Correction
Submit Reason for Returning Vendor Bill
Confirm Vendor Bill Approval
Set Accounting Manager Approvals
Grant your accounting manager the ability to approve accounting entries, ensuring that all financial transactions go through a controlled approval workflow before being finalized. By enabling this setting, you ensure that accounting entries are carefully reviewed, increasing compliance and transparency in the approval process.
Submit Payment for Approval
This step allows users to submit a payment entry for approval before it is processed. The payment status starts in "Draft," and upon submission, it moves to "Pending Approval." Authorized users (like managers or accountants) can then review the payment details, approve it, or reject it. Automated notifications are sent to the relevant parties, ensuring a smooth, tracked approval process for all financial transactions. This functionality helps maintain control and transparency over payments, ensuring they meet approval criteria before being finalized.
Review Payment for Approval
This step allows users to review a payment that has been submitted for approval. The payment is in the Pending Approval status, and authorized users can either approve it, reject it, or return it for further correction. When returned, the payment is sent back to draft, ensuring that all details are accurate before moving forward. This process ensures thorough review and prevents errors from being processed. Automated notifications keep relevant users informed throughout the approval lifecycle, maintaining full transparency and compliance.
Submit Reason for Rejection or Correction
This step allows users to provide a reason when returning a payment for correction or rejecting it. When a payment does not meet the required criteria, the user can submit a detailed reason, ensuring transparency and clarity in the process. This reason will be logged, and the payment status will be updated accordingly. The reason helps the team to address any issues, making sure that the payment can be resubmitted correctly for approval.
Confirm Payment Approval
In this step, once a payment has been reviewed and approved, the user confirms the approval, officially marking the payment as "Approved." This action locks the payment in the system, preventing further changes, and triggers the finalization of the payment process. The confirmation ensures that all approvals are in place and that the payment will proceed through the system, whether itâs for reconciliation, processing, or reporting.
Reject Payment
This step allows users to reject a payment that has been submitted for approval. If the payment does not meet the required criteria, users can reject it and provide a reason for the rejection. The payment is then returned to the "Draft" status for further correction or review. This process ensures that only accurate and approved payments are processed, reducing errors and ensuring compliance with internal financial policies.
Submit Vendor Bill for Approval
This step allows users to submit a vendor bill for approval before it is finalized in the system. Once submitted, the bill moves to "Pending Approval," where authorized users (such as accounting managers) can review it. This step ensures that all vendor bills are reviewed and validated before processing, preventing errors and ensuring financial control over outgoing payments.
Return Vendor Bill for Correction
This step allows users to return a vendor bill for correction when there are discrepancies or missing information. The bill remains in "Draft" status until the required corrections are made. Once the corrections are complete, the bill can be resubmitted for approval. This process ensures that no inaccurate or incomplete vendor bills are processed, improving financial accuracy and compliance.
Submit Reason for Returning Vendor Bill
This step allows users to submit a reason when a vendor bill is returned for correction. The reason is required to ensure that all corrections are tracked, and it provides clarity on why the bill needs further attention before it can be approved. This process ensures that issues are documented, allowing for easy follow-up and resolution.
Confirm Vendor Bill Approval
In this step, once a vendor bill has been reviewed and approved, the user confirms the approval, officially marking the bill as "Approved." This action locks the bill in the system and triggers the finalization of the payment process. The confirmation ensures that the bill is fully validated and ready for payment or reconciliation. This step helps maintain control over outgoing expenses and ensures that only authorized bills are processed
Why Kaizen
You know us as the makers of the Odoo "Accounting Approval for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
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Implementation
Customization
Integration
Migration
Support & Maintenance
Consulting
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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