Accounting Check Invoice

Require invoices and vendor bills to be checked before they can be posted.

Developed by 2BIT Digital GmbH — your Swiss Odoo partner for payroll, accounting, eCommerce, manufacturing and custom business solutions.

Overview

Accounting teams can add a lightweight review gate to invoices and vendor bills before they become posted accounting entries.

New invoices are automatically marked as “To Check”. A user with review responsibility clicks Checked to clear the flag. Only then can the document be confirmed and posted. The check requirement is configurable per company for outgoing invoices, incoming bills, or both.

Business Impact

Why You Need This Module

In companies where multiple users prepare draft invoices, there is a risk that documents get posted without a final review. This module adds a clear, mandatory checkpoint between draft and posted state.

Which Problems It Solves

• Draft invoices posted before an internal review is complete
• No visible review status on accounting documents
• Different review requirements for outgoing invoices and incoming bills

Key Benefits For Accounting Teams

• Clear “To Check” flag visible on every draft document
• Posting blocked with a clear error message until the document is checked
• Configurable per company — enable for outgoing invoices, incoming bills, or both
• Mass action to mark multiple documents as checked in one step

How It Works

• Go to Accounting → Configuration → Settings and enable Check Outgoing Invoices and/or Check Incoming Invoices.
• Every new invoice or bill is automatically marked as To Check.
• Review the document and click the Checked button to clear the flag.
• Attempting to post an unchecked document shows a validation error.
• Use the Mark Checked server action in the list view to update multiple documents at once.

Screenshots

Invoice Form with “Checked” Button

The invoice form shows the Checked button next to Confirm as long as the document still needs to be reviewed.

Mark Invoice as Checked

Clicking Checked clears the “To Check” flag and allows the invoice to be confirmed and posted.

Validation Error When Posting Without Check

If a user tries to confirm an invoice that has not been checked, Odoo blocks the action with a clear validation error message.

Installation

• Mount this module as an Odoo custom addon.
• Update the apps list in Odoo.
• Install the module from the Apps menu.
• Enable the check requirement under Accounting → Configuration → Settings.

Dependencies

• Odoo modules: account
• Python dependencies: none

Need Swiss Odoo Experts?

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