Skip to Content
Menu

Kaizen – Accounting: Reset to Draft Access

by
Odoo

10.91

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Technical Name kaz_reset_to_draft_access
LicenseOPL-1
Websitehttp://www.kaizenae.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Technical Name kaz_reset_to_draft_access
LicenseOPL-1
Websitehttp://www.kaizenae.com/

Accounting: Reset to Draft Access
for Odoo

Gain precise control over financial corrections by limiting the “Reset to Draft” action to a dedicated permission group. This module replaces Odoo’s 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 scenarios—protecting 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
Your Partner

We're here to support your growth 24/7. Connect with our experts now.

+971 56 682 8386 Mail Us
Contact Us

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 “Reset to Draft” buttons are replaced with group-restricted versions—no 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.
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
POS Tamara

Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....

Learn More »
UAE Corporate Tax
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
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
Payment Provider: Tamara

Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

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.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

Accounting: Reset to Draft Access

Lock down who can reverse posted records without changing anyone’s workflow. This lightweight add-on replaces the default “Reset to Draft” 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 risk—while preserving the same familiar UI and keyboard shortcuts.

Valuation Banner

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 “Reset to Draft” 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 payments—ensuring 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 — 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 correction—without disrupting standard approval and payment controls.

Vendor Bill Reset to Draft — 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 — 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 — 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 — 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 — 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
POS Tamara

Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....

Learn More »
UAE Corporate Tax
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
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
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.

Module Development
Module Development
Implementation
Implementation
Customization
Customization
Integrations
Integration
Migration
Migration
Support & Maintenance
Support & Maintenance
Consulting
Consulting
Footer Background

Try Accounting: Reset to Draft Access for Odoo today!

+971 56 682 8386
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

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.