Kaizen - Payment Approval & Deferred Reconciliation
by Kaizen Principles http://www.kaizenae.com/$ 23.13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 174 |
| Technical Name |
kaz_payment_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 | 174 |
| Technical Name |
kaz_payment_approval |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
Payment Approval & Deferred Reconciliation
for Odoo
Gain end-to-end control over your payment approvals and reconciliation set role-based stages and amount thresholds that fast-track small payments while routing high-value transactions through a structured chain. From the standard Payment/Register flow, Accounting selects the invoice or bill, creates the payment, and Odoo immediately links it to the document while deferring reconciliation until approval is complete. With a single click, approvers advance payments through a status-based workflow (Draft - Waiting Manager - Waiting PMO - Waiting Accounts - Waiting CEO - Approved/Posted), after which Odoo auto-reconciles the entries to keep your books clean. A smart button on the invoice surfaces all âTo Reconcile Paymentsâ in context no hunting across menus while role-based access, a clear statusbar, and automatic chatter logging keep Finance, PMO, and Management perfectly aligned for audits. Centralize your payment control to eliminate premature reconciliations, reduce error and fraud risk, and accelerate period close so your teams can focus on cash strategy instead of rework.
© 2025 Kaizen Principles
What's New in Payment Approval & Deferred Reconciliation for Odoo
Payment Approval Workflow
Integration with Approval Mixin
Reconciliation Management
Kaizen Principles
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All Features
Threshold-based approvals
Clear, auditable status
Deferred reconciliation (zero manual chasing)
Lower risk, better control
One-click visibility
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Learn More »Free 30 Days Support
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.
Payment Approval & Deferred Reconciliation
Gain full control over payment approvals and reconciliation set amount thresholds, define staged approvers, and let Odoo handle the heavy lifting from capture to clean books. From the standard Register Payment flow, accountants select the invoice/bill and record the payment; the system instantly links it to the document while deferring reconciliation until approval is complete. Status-driven workflows (Draft - Waiting Manager - Waiting PMO - Waiting Accounts - Waiting CEO - Approved/Posted) keep high-value disbursements under tight control, while small payments auto-post to keep operations fast. A smart button on the invoice surfaces all To Reconcile Payments in context, and once posted Odoo automatically reconciles entries no manual matching or follow-ups. Role-based access, a clear status bar, and chatter logging provide end-to-end traceability and audit readiness. Centralize your payment control to prevent premature reconciliations, reduce error and fraud risk, and accelerate month-end close so Finance can focus on cash strategy, not rework.
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Assign Approval Roles (Users - Access Rights)
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Register Payment from Vendor Bill
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Enter Payment Details (Register Payment)
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Submit Payment for Approval
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Section Manager Review & Approve
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PMO Approval
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Accounts Manager Approval
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CEO/Chairman Final Approval
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Confirm & Post Payment
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Create an Employee Purchase Requisition
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Line/Section Manager Approval
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PMO Approval
-
Approved
Assign Approval Roles (Users - Access Rights)
Register Payment from Vendor Bill
Enter Payment Details (Register Payment)
Submit Payment for Approval
Section Manager Review & Approve
PMO Approval
Accounts Manager Approval
CEO/Chairman Final Approval
Confirm & Post Payment
Line/Section Manager Approval
PMO Approval
Approved
Assign Approval Roles (Users - Access Rights)
Open Settings - Users - Access Rights and set each userâs Employee Purchase Requisition role to the correct level Requisition User, Line/Section Manager, PMO, Account Manager, CEO/Chairman. These groups control which approval button each user sees in the payment form and enforce the staged workflow. Use least-privilege: give only the level they actually approve at.
Register Payment from Vendor Bill
Open the posted vendor bill and click Register Payment to create a payment directly from the bill. The module links the payment to this document and adds it to the âTo Reconcile Paymentâ smart button, deferring reconciliation until posting/approval. Small amounts auto-post; high-value payments follow the staged approval chain. This keeps traceability clean and eliminates manual matching later.
Enter Payment Details (Register Payment)
In the Register Payment dialog, choose the Journal (Bank/Cash), review Payment Method, and confirm the Amount (full or partial), Payment Date, and Memo (auto-filled with the bill number). Optionally select a Recipient Bank Account, then click Create Payment. The payment is linked to the bill and added under âTo Reconcile Payment.â Payments ⤠threshold auto-post; higher amounts follow the staged approval flow, with reconciliation deferred until posting.
Submit Payment for Approval (Draft)
Review the draft payment details, then click Submit for Approval to start the staged workflow (Draft - Waiting Section Manager - Waiting PMO - Waiting Accounts - Waiting CEO - Approved/Posted). Low-value payments may auto-post per threshold; high-value ones route to approvers. Every transition is shown in the status bar and logged in chatter, with reconciliation deferred until posting.
Section Manager Review & Approve
The payment is in Waiting Section Manager Approval. The assigned manager reviews vendor, amount, journal, date, and memo (an Approval Required activity is created). Click Manager Approve to advance the workflow to PMO Approval; or Cancel to return to Draft. Posting and reconciliation remain on hold until all approval stages are completed.
PMO Approval
The payment is now in Waiting PMO Approval. The PMO verifies project alignment, budget availability, and supporting documents (PR/PO, bill, memo, dates, amount). Click PMO Approve to advance to Waiting Accounts Manager Approval, or Cancel to return for corrections. Actions are logged in chatter; posting and reconciliation remain on hold until all stages are approved.
Accounts Manager Approval
The payment is in Waiting Accounts Manager Approval. The Accounts Manager reviews GL impact (journal, accounts, taxes), vendor balance, bank details, and supporting documents. Click Accounts Approve to advance to CEO/Chairman Approval, or Cancel to return for correction. Posting and auto-reconciliation remain on hold until all stages are approved; every action is tracked in the status bar and chatter.
CEO/Chairman Final Approval
The payment is in Waiting CEO/Chairman Approval the last gate for high-value disbursements. The executive reviews and clicks CEO/Chairman Approve to set the record to Approved, which unlocks Confirm. After Confirm, the payment is posted and linked invoices are auto-reconciled; the To Reconcile Payment counter updates, and all actions are logged in chatter for audit.
Confirm & Post Payment (Auto-Reconcile)
All approvals are complete and the payment is Approved. Click Confirm to post the payment to the selected journal and auto-reconcile it with the linked bill(s). The To Reconcile Payment counter updates automatically, and the action is logged in chatter for audit. If anything needs correction, use Cancel to return to Draft before posting.
Create an Employee Purchase Requisition
Go to Employee Purchase Requisition - New and enter the basics Employee, Department/Responsible, target dates, and Company. Add requested items in Requisition Orders (product/description, qty, UoM, price, optional vendor) and note the Reason for Requisition. When ready, click Confirm to launch the approval flow (Waiting Line/Section Manager - Waiting PMO - Approved - PO Created - Received). Use Picking Details / Other Info tabs for delivery and extra context.
Line/Section Manager Approval
The requisition is in Waiting Line/Section Manager Approval. The manager reviews requester/department, items (type, product, qty, UoM, unit price, vendor), and any notes or attachments. An Approval Required activity is scheduled on the right panel. Click Approve to advance the request to Waiting PMO Approval; use Reject to send it back with feedback, or Reset to Draft for the requester to edit. All actions are tracked in the status bar and chatter for audit.
PMO Approval
The requisition is in Waiting PMO Approval. PMO validates scope, budget availability, sourcing strategy, and lead times against policy reviewing lines (product, qty, UoM, price, vendor) and any attachments. Use Approve to move the request to Approved (unlocking Purchase Order Created next), Reject to send back with feedback, or Reset to Draft for edits. An Approval Required activity is scheduled, and all actions are logged in chatter for audit.
Approved
The requisition is Approved. Click Create Picking and PO to automatically generate the Purchase Order (using the vendor, quantities, UoM, and prices from the lines) and the related stock picking. Odoo links the PO/picking back to this requisition and advances the status to Purchase Order Created. All documents and transitions are logged in chatter for traceability; use Reset to Draft only if you must revise before ordering.
Why Kaizen
You know us as the makers of the Odoo "Payment Approval & Deferred Reconciliation 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
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Learn More »Kaizen Odoo Services
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