Smart Approval Matrix for Accounting - Invoice & Journal Entry Workflows
by Odoo GlobalOps https://apps.odoo.com/apps/modules/browse?search=globalops$ 130.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1132 |
| Technical Name |
approval_matrix_extended_account |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1132 |
| Technical Name |
approval_matrix_extended_account |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
| Versions | 18.0 19.0 |
Approval Matrix â Invoices & Journal Entries
Require sign-off on any invoice, vendor bill, credit note, or journal entry before it posts â with configurable rules by amount, move type, company, and vendor.
Move-Type Filter
Target specific document types within the same rule set. Apply one rule to Vendor Bills only, another to Journal Entries above a threshold, and a third to all Customer Invoices.
Amount-Threshold Activation
Rules activate only when the document total meets the defined minimum or falls within a set range. Low-value invoices flow through to posting untouched.
Auto-Post on Full Approval
Once every approval stage passes, the invoice or journal entry is posted automatically to the accounting ledger. No second action required from the originator.
Configure the Approval Rule
Set the move type (Vendor Bill, Customer Invoice, Journal Entry, etc.), amount range, company, and vendor filters. Build the approver chain stage by stage from a single rule form.
Invoice Is Held for Approval
When a matching invoice is saved or the Post button is clicked, Odoo assigns activities to the required approvers and blocks posting until all stages are cleared.
Approve & Auto-Post
Authorized approvers approve or refuse directly from the invoice form. When all stages pass, the document is posted automatically to the accounting ledger â no further action needed.
Approval Rule Configuration
Set the move type (Vendor Bill, Customer Invoice, Journal Entry), amount thresholds, company and vendor scope, and build the multi-step approver chain â all from one rule form.
Approve & Refuse on the Invoice
Authorized approvers see the Approve and Refuse buttons directly in the invoice header. The Post button is hidden while the document is pending approval.
Pending Approver Widget
The avatar strip shows exactly who needs to act on the current step. The "or" / "+" indicator reflects whether any one approver or all of them must sign off. Visible to all users so they know who to follow up with.
Activity Sent to Approver
Odoo automatically assigns a scheduled activity to each required approver with the invoice details and due date. Approvers can act directly from their activity feed without searching for the document.
Resubmit After Refusal
When an invoice is refused, the originator can correct it and resubmit for approval with one click. The refusal reason is preserved in the chatter for full traceability.
Auto-Posted After Final Approval
Once all required approval stages pass, the invoice or journal entry is posted automatically. No second action is needed from the originator â the document goes straight to the ledger.
Approval History per Invoice
Every approval decision is permanently recorded against the invoice: who approved or refused, at which step, when, and any notes left during the review. Complete accounting audit readiness in one place.
Finance Managers
Control which invoices and bills post to the ledger without manually reviewing every transaction.
AP / AR Teams
Enforce a review step for large vendor bills or customer invoices before commitments are recorded in the books.
Controllers
Require approval on journal entries above defined thresholds before they affect financial reports.
Auditors
Maintain a tamper-proof record of who authorized each accounting entry and when â ready for any audit.
Prevents Unauthorized Postings
No invoice or journal entry above your threshold can post to the ledger without going through the defined approval chain.
Move-Type Precision
Set different rules for different document types â stricter controls for journal entries, lighter approval for small routine invoices.
Full Ledger Traceability
Every approval decision is linked directly to the accounting document â complete audit readiness without any extra effort.
Watch on YouTube
Ready to Control What Gets Posted to Your Ledger?
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