$ 10.91
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Technical Name |
kaz_reset_to_draft_access |
License | OPL-1 |
Website | http://www.kaizenae.com/ |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Technical Name |
kaz_reset_to_draft_access |
License | OPL-1 |
Website | http://www.kaizenae.com/ |
Accounting: Reset to Draft Access
for Odoo
Gain precise control over financial corrections by limiting the âReset to Draftâ action to a dedicated permission group. This module replaces Odooâs default buttons on Journal Entries and Payments with permission-aware versions so only authorized finance users can reverse posted records when a genuine correction is required. It supports your existing eligibility rules (e.g., a boolean like show_reset_to_draft_button) to keep resets available only in compliant scenariosâprotecting month-end closes, strengthening separation of duties, and reducing audit risk. With the same familiar UI and optional keyboard shortcuts, teams stay efficient while management preserves governance and data integrity.
© 2025 Kaizen Principles

What's New in Accounting: Reset to Draft Access for Odoo

Strict access control

Enhanced Data Integrity

Streamlined Workflow

Compatibility
Kaizen Principles
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All Features

Permission-gated reset: Only members of the Reset to Draft group can use the action on journal entries and payments.

UI replacement (safe by design): Default âReset to Draftâ buttons are replaced with group-restricted versionsâno extra clicks, no new menus.

Coverage across accounting objects: Works on account.move (Journal Entries) and account.payment (Payments).

Clean security structure: Dedicated module category and group under Accounting for easy assignment and audits.
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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.

Accounting: Reset to Draft Access
Lock down who can reverse posted records without changing anyoneâs workflow. This lightweight add-on replaces the default âReset to Draftâ buttons on Journal Entries and Payments with permission-aware versions, so only members of a dedicated Reset to Draft group can see and use them. It also respects your own eligibility rule (e.g., a boolean like show_reset_to_draft_button) to keep corrections compliant, protect month-end closes, and reduce audit riskâwhile preserving the same familiar UI and keyboard shortcuts.

Posted Customer Invoice (Reset Control)

The invoice is in Posted state. Only users in the Reset to Draft group will see the Reset to Draft action here, ensuring corrections happen under strict permission and audit control.
Grant âReset to Draftâ Permission to a User

From Settings ⸠Users, open the user and add them to the Accounting ⸠Reset to Draft group under Access Rights. Only users in this group will see and use the Reset to Draft action on invoices and paymentsâensuring tight control and auditability.
Reset to Draft (Authorized View)

Because this user is in the Reset to Draft group, the action button is now visible on the posted invoice. Use it only for controlled corrections in line with your finance policy.
Invoice Successfully Reset to Draft

The posted invoice has been reverted to Draft. You can now edit lines, dates, and accounts before re-validating. The status change is logged in the chatter for audit traceability.
Vendor Bill â Reset to Draft (Authorized)

On a Posted / In Payment vendor bill, authorized users in the Reset to Draft group can access the Reset to Draft action to safely revert the bill for correctionâwithout disrupting standard approval and payment controls.
Vendor Bill Reset to Draft â Completed

The vendor bill has been reverted to Draft and the payment status rolled back to Not Paid. You can safely edit lines, dates, or accounts before re-validating; the reversal trail is recorded in the chatter for audit.
Posted Customer Payment â Reset Control

This payment is Posted. Authorized users in the Reset to Draft group can use Reset to Draft to revert it for corrections while preserving audit history and payment matching integrity.
Customer Payment Reset to Draft â Completed

The customer payment has been reverted to Draft. You can now adjust amount, date, journal, or memo before re-posting. The status change is recorded in the chatter for audit traceability.
Posted Vendor Payment â Reset Control

This vendor payment is Posted. Users in the Reset to Draft group can use Reset to Draft to revert it for compliant corrections while keeping journal entry links and payment matching intact.
Vendor Payment Reset to Draft â Completed

The vendor payment has been reverted to Draft. You can now adjust amount, date, journal, or bank account before re-posting. The status change is logged in the chatter for audit traceability.
Why Kaizen
You know us as the makers of the Odoo "Accounting: Reset to Draft Access 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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