Invoice Dynamic Approval | Advance Invoice Approval Enterprise
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 33.83
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Approvals (approvals) • Discuss (mail) • Employees (hr) |
Community Apps Dependencies | Show |
Lines of code | 1151 |
Technical Name |
dev_invoice_approvals |
License | See License tab |
Website | https://www.devintellecs.com |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Approvals (approvals) • Discuss (mail) • Employees (hr) |
Community Apps Dependencies | Show |
Lines of code | 1151 |
Technical Name |
dev_invoice_approvals |
License | See License tab |
Website | https://www.devintellecs.com |
Invoice Dynamic Approval in Odoo

This module enhances the invoice validation process in Odoo by introducing a powerful and configurable approval workflow that supports both user-based and group-based approvals. When an invoice is created and an approval template is selected, the system automatically determines whether the approval should be handled by specific users or by a group of users, based on the configuration in the approval type. If the approval is user-based, you can define a list of approvers, set an approval sequence, and configure the minimum number of required approvals. The system will then trigger the approval process step by step, respecting the sequence and waiting for the required number of approvals before validating the invoice. Similarly, if the approval is group-based, the selected group and its users are dynamically assigned as approvers. You can define how many users from the group are required to approve the invoice before it is validated. The module also supports dynamic domain filtering, which automatically selects appropriate users or groups based on rules defined in the approval type. Once an invoice enters the approval stage, approval requests are created and assigned to the respective approvers. Activities are scheduled for them, and all approval actions (approve or reject) are tracked in the chatter for full visibility. If the approval conditions are met, the invoice is marked as approved and the user is then allowed to confirm the invoice. This solution ensures a transparent, flexible, and auditable approval flow tailored to your organization's financial policies.
Features

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Smart Approval Flow:
- Adds an automatic and flexible approval process before invoice validation in Odoo.
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User-Based or Group-Based Approval:
- You can decide whether specific people (users) or an entire group need to approve the invoice. This is set in the approval type and gives you flexibility depending on your team's structure.
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Approval Sequence & Rules:
- Set the exact order in which people should approve the invoice. You can also define how many approvals are needed before moving to the next step or before final validation.
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Dynamic User/Group Assignment:
- The system picks the right users or groups to approve an invoice based on the rules you define. You don't have to assign them manually every time.
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Step-by-Step Approvals:
- Approvals happen one step at a time. The system waits for one user to approve before moving to the next person in the sequence, ensuring an organized process.
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Approval History Tracking:
- Every action, whether someone approves or refuse, is recorded in the system. This creates a clear history of who did what and when, helping with transparency and audits.
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Activities & Notifications:
- The system creates tasks (activities) for approvers and reminds them to take action. All actions are also posted in the chatter so everyone can see what's happening.
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Final Validation Control:
- An invoice can only be validated after all approval steps are complete. This ensures that nothing is confirmed without proper approval.
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Fully Configurable:
- You can set up different types of approval templates to match your business needs. It's easy to configure and adapt as your process changes.
1. Choose Approval Template for Group-Based Approvals
First, create an invoice and choose an approval template then, click the 'Verify Approval' button
To proceed with invoice approval, the user must first click the 'Verify Approval' button. Before doing so, it's important to select the appropriate group approval template in the Approval Template field. The system will check if the invoice total matches the amount defined in the selected group template. Only if the amounts match that user allowed to approve the invoice.

Clicking 'Request Approval' triggers a confirmation popup to start the invoice approval process based on the selected template
When the user clicks the 'Request Approval' button, a confirmation popup appears to ensure the action is intentional. Upon confirmation, the system initiates the approval process as configured in the selected approval template. The invoice cannot be validated until the required approvals are completed

Enter a remark for confirmation before proceeding
To request approval, add a remark in the text box and review the list of approvers shown below, then click the 'Confirm' button to start the approval process.

Once confirmed, the approval request will be created, and the request along with approval details will be shown in the Approval tab.
Once the approval request is generated, it appears under the Approval Requests button and in the Approvals tab. Here, you can see the list of assigned approvers, the approval sequence, and the current request status.

This is an Approvals Dashboard showing pending requests for Finance Approver User 2

Based on the approval type configuration, only eligible users can see these buttons.
So here user(Finance Approver User 2) can see these buttons and approve or refuse the request.

The approver states indicate that 'Finance Approver User 2' has approved the request, while "Finance Approver User 4" is still pending approval. This status update is logged

Here, the user 'Finance Approver User 4' can see the buttons to approve or refuse request

Once the request is approved, its status will change to 'Approved', and the approver's status will also be updated. This action will also be reflected in the activity log

After the request is approved, the user will proceed to confirm the invoice
Once the invoice is approved, the user can proceed to confirm it by clicking the 'Confirm’ button. This action finalizes the invoice and moves it forward in the accounting process.

The invoice is posted, as indicated by the highlighted status.

2. Choose the Approval Template for User-Based Approvals
Make an invoice, select an approval template, and then click the 'Verify Approval' button.
To proceed with invoice approval, the user must first click the 'Verify Approval' button. Before proceeding, it is essential to select the correct user approval template in the Approval Template field. The system will verify that the invoice total matches the amount specified in the user-selected template. Only if the amounts match is the user allowed to approve the invoice.

Clicking 'Request Approval' triggers a confirmation popup to start the invoice approval process based on the selected templates

Enter a remark for confirmation before proceeding
To request approval, add a remark in the text box and review the list of approvers shown below, then click the 'Confirm' button to start the approval process.

Once confirmed, the approval request will be created, and the request along with approval details will be shown in the Approval tab.

Based on the approval type configuration, only eligible users can see these buttons.
Here, the user (Finance Approver User 1) can see these buttons and approve or refuse the request.

Once the request is approved, its status will change to 'Approved', and the approver's status will also be updated.
Approval from Finance Approver User 3 is not required because the approval type has Minimum Approval set to 1. If it were set to 2, then Finance Approver User 3 ’s approval would have been necessary

After the request is approved, the user will proceed to confirm the invoice

The invoice is posted, as indicated by the highlighted status.

Configure Approval Types, Template, Groups From here
Under the Configuration menu, you can manage your approval settings by accessing Approval Types, Approval Templates, and Approval Groups.

Configure approval group template like this.
To configure approve template in which apply for group , first you have to configure approval group template.

Configure the approval type that should be applied to the group
This screen displays the setup of an approval type named 'Invoice Group Total Amount - 1'. It includes rule-based conditions for invoices between 0 and 2000 and assigns Group 1 as the approver group. At least two users from the group must approve the document before it's validated.

Now Configure approve template of Group

Configure the approval type that should be applied to users
This approval type applies to invoices with a value between $ 2000 and $ 4000. It assigns two users as approvers, but only one approval is required due to the Minimum Approval setting. The system applies this approval type using the domain rule only when the invoice total falls within the specified range.

Now Configure approve template of users

Version 1.0 | Released on : 13th February 2024
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support


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