Accounting Check Invoice

Require selected customer invoices and vendor bills to be checked before posting.

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 bills before they become posted accounting entries.

The module marks new moves as to check and lets users clear that flag once the document has been reviewed.

Business Impact

Why You Need This Module

Some companies need a visible confirmation step before invoices or bills are posted, especially when draft documents are prepared by several users.

This module makes the review status visible and blocks posting when company settings require a check first.

Which Problems It Solves

• Draft invoices posted before an internal review is complete
• No simple mass action to mark several documents as checked
• Different review expectations for customer invoices and vendor bills

Key Benefits For Accounting Teams

• Clear checked status on draft accounting documents
• Configurable posting control for sales and purchase invoices
• Fewer accidental postings before review

How It Works

• Enable the check requirement in accounting settings for customer invoices, vendor bills, or both.
• Review the draft invoice or bill and click Checked to clear the To Check flag.
• Use the Mark Checked server action to update selected records in bulk.
• Posting is blocked while the To Check flag remains set and the relevant company rule is active.

Screenshots

Button Check

Button Check documents the related configuration or operating step for this module.

Check Invoice

Check Invoice documents the related configuration or operating step for this module.

Mass Checked Button

Mass Checked Button documents the related configuration or operating step for this module.

Confirm invoices before posting

The invoice form shows the review action while a draft document still needs to be checked.

Use the dedicated checked action

The checked button gives accounting users a clear way to confirm that a draft document was reviewed.

Track the invoice review status

The To Check status keeps the required review visible before posting.

Mark several invoices as checked

The mass action supports bulk review updates from the invoice list.

Installation

• Mount this module as an Odoo custom addon.
• Update the apps list in Odoo.
• Install the module from the Apps menu.

Dependencies

• Odoo modules: account
• Python dependencies: none

Need Swiss Odoo Experts?

Whether it's payroll, accounting, or custom development — 2BIT Digital GmbH helps Swiss companies get the most out of Odoo.

Have questions or need customization? Just reach out — we’re happy to help.