| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Expenses (hr_expense) • Invoicing (account) • Employees (hr) |
| Lines of code | 528 |
| Technical Name |
obs_invoice_bill_approval_configuration |
| License | AGPL-3 |
| Website | https://www.observancegroup.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Expenses (hr_expense) • Invoicing (account) • Employees (hr) |
| Lines of code | 528 |
| Technical Name |
obs_invoice_bill_approval_configuration |
| License | AGPL-3 |
| Website | https://www.observancegroup.com |
Monetary Approval for invoices/bills
Add a simple, auditable approval flow for vendor bills (and, if enabled, customer invoices) in Odoo.
Approvers are configured per company; users can approve one or many bills from the list view.
Only authorized people can post bills, and the system automatically emails the responsible approver.
Who should read this? Accounting Managers, Finance Users, and Approvers.
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Key Features
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1🔸 Company-wise Approvers
✔ Maintain approver lists per company for clean multi-company separation.
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2🔸 Posting Restrictions
✔ Only authorized people can post bills/invoices. Configure posting authorization in settings.
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3🔸 Email Notifications
✔ Automatic emails are sent to the responsible approver when a bill requires approval.
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4🔸 Bulk & Single Approval
✔ Approve multiple bills from the list view or a single bill from its form view.
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5🔸 Multi-company Ready
✔ Each company maintains its own approvers and rules.
Set Approvars
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1🔸 Navigate to Settings → Companies → Set Approvers.
✔ Configure who is responsible for approving invoices and bills.
✔ Only these selected users will be allowed to approve/post bills.
Add New Approver
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1🔸 Go to Settings → Users & Companies → Companies → Bill Approval Configuration → Add a Line.
✔ Assign approvers for specific bill amounts range.
Create Bills
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1🔸 Navigate to Accounting → Vendor Bills -> New.
✔ Fill required detais and add products.
✔ Confirm the bill.
Approve Bills
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1🔸 Navigate to Accounting → Vendor Bills.
✔ Select one or multiple bills.
✔ Click Action → Approve Selected Bills.
✔ Approved bills can now be posted by the assigned approvers.
Additional Functionalities
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1🔸 Restriction on Bill Posting
✔ Only authorized approvers can post vendor bills.
✔ If a user is not an approver, the system will block posting until approval is granted.
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2🔸 Automatic Email Notifications
✔ When a bill requires approval, the system sends an automatic email to the designated approver.
✔ Approvers can review and take action directly from their inbox or the Odoo dashboard.
Advanced Features (Optional Configuration)
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1🔸 Monetary Approvals
✔ Define approval rules based on bill amounts.
✔ Bills ≤ ₹50,000 → Manager approval.
✔ Bills > ₹50,000 → Director approval.
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2🔸 Integration with Vendor Payment Process
✔ Only approved bills appear in the “To Pay” queue.
✔ Prevents unapproved bills from being accidentally processed for payment.
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3🔸 Reminders & Escalations
✔ Automated email reminders for pending approvals.
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4🔸 Benefits
✔ Strengthens financial control & compliance.
✔ Reduces fraud risk by restricting unauthorized postings.
✔ Improves approval efficiency with email and mobile support.
✔ Provides transparency through audit trails and reporting.
Our Services
Odoo ERP Custom Development
Odoo ERP Support
Odoo ERP Migration Services
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Odoo Software Licensing
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