Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Lines of code | 148 |
Technical Name |
zb_account_approval |
License | LGPL-3 |
Website | http://www.zbeanztech.com/ |
Versions | 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Lines of code | 148 |
Technical Name |
zb_account_approval |
License | LGPL-3 |
Website | http://www.zbeanztech.com/ |
Versions | 17.0 18.0 |
Account Approval

Overview
Introducing ZestyBeanz's Account Approval module, an Odoo addon ensures that accounting entries can only be posted if the corresponding Chart of Accounts is approved.
Key Features

Approval Enforcement: Ensures that accounting entries cannot be posted unless the chart of accounts used in those documents are approved.

Warning Notification: Raises a warning message indicating which accounts require approval, providing users with clear guidance on necessary actions.

User-Friendly: Provides a straightforward interface for users to review and approve accounts, facilitating efficient workflow management.
Before Installing the module
The Tree View of Chart of Accounts.

After Installing the Module.
Navigate to settings menu and select a user then enable the Accounts Approver group to get the module functionalities.

In the Accounts Form view
=>Approve Button : For allow users to change the account's approval state to Approved state. .


In the Accounts tree view, each account is accompanied by a button "Approve"for approval.

And also has a "Disapprove" button for revert the approval status of accounts.

Additionally, there is a visual indicator showing whether the account has been approved or not

Furthermore, within the Action menu,
1.Approve Button : Users have the option to approve multiple accounts.

2.Disapprove Button : Users have the option to reset multiple accounts to To Approve stage.

In the accounts search view, users can conveniently utilize options like group by and filter to organize accounts based on their approval stage.

Raise warning in the following scenarios:
User error occurs when posting Accounting Entries if any of the accounts included in the entry are not approved.

If posting multiple journal entries from Post Entries action button.

User error occurs when posting multiple accounting entries if any of the accounts included in the selected entries are not approved.

User error occurs when creating a Payment if any of the accounts included in the journal entry are not approved.

Please log in to comment on this module