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Expense Dynamic Approval Flow

by
Odoo

19.99

v 18.0 Third Party
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Employees (hr)
Expenses (hr_expense)
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Lines of code 1281
Technical Name zehntech_expense_dynamic_approval_flow
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Employees (hr)
Expenses (hr_expense)
Invoicing (account)
Lines of code 1281
Technical Name zehntech_expense_dynamic_approval_flow
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0

Expense Dynamic Approval Flow

The Expense Dynamic Approval Flow module automates the expense approval process in Odoo with customizable roles and approval routes. Users can define thresholds, set auto-approval deadlines, and assign roles to specific users. Upon expense confirmation, the system updates approval status and sends notifications to all stakeholders. This ensures a smooth, transparent, and collaborative approval workflow.

User Guide :- https://web.kopyst.com/sharedoc/rg0i7p

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Key Features

  • Predefined and Customizable Approvers Role
  • Customizable Approval Routes
  • Scheduled Auto Approvals
  • Adaptable Options for Amount Approval
  • Approval Email Notification
  • Auto Status Updates
Feature Image
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Key benefits

About Zehntech

We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.

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Solutions built for streamlined business processes and customer relationships across the organization.

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Round-the-clock support to ensure business continuity.
Business Professional

FAQs

Easily automate and track expense approvals in Odoo with flexible roles, routes, and real-time notifications.

1. What is the purpose of the Expense Approval Route in Odoo?

The Expense Approval Route defines the workflow for approval processes in the purchasing module. It determines which approvers need to review and approve the expense order based on predefined rules, such as the order's total amount.

To set up an Expense Approval Route: Go to Expense > Configuration > Approval Routes. Define the approvers, approval amounts, and other details in the approval route.

Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.

Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.

Feel free to send us an email at odoo-support@zehntech.com with your questions, and we will get back to you as soon as possible.

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Expense Dynamic Approval Flow Module

The Expense Dynamic Approval Flow module streamlines and automates the expense approval process in Odoo, providing a dynamic, user-friendly system to manage approvals effectively. It allows businesses to create predefined or custom approver roles, set up flexible approval routes based on amount thresholds, and ensure timely action with scheduled auto-approvals. When a expense is confirmed, email notifications are automatically sent to the designated approver and expense creator, keeping all stakeholders informed. The system updates approver statuses automatically based on their actions or predefined deadlines, ensuring a seamless workflow. This module offers an adaptable and efficient solution for businesses of all sizes to optimize their expense approval processes.

Table of contents

Key Features

  • Predefined and Customizable Approvers Role: Set up and assign predefined or custom approver roles to fit your organization's needs.
  • Customizable Approval Routes: Create approval routes that align with your processes, with or without specific amount thresholds.
  • Scheduled Auto Approvals:: Automatically update approver statuses if an approver does not act within the configured timeframe.
  • Adaptable Options for Amount Approval:: Configure approval routes to include specific amounts or operate without amount constraints.
  • Approval Email Notification:: Send email notifications to relevant parties at each stage of the approval process.
  • Auto Status Updates:: Ensure real-time updates of approver statuses based on their actions.

Summary

Expense Dynamic Approval Flow Odoo App automates and optimizes expense approvals with customizable roles, flexible routes, and auto-notifications. Improve compliance and efficiency with this user-friendly Odoo app.

Installation

  1. Download the module from the Odoo App Store or clone the repository.
  2. Place the module in your Odoo addons directory.
  3. Update your Odoo instance to include the new module.
  4. Install the module through the Odoo interface.

How to use this module:

  1. Navigate to the Expense Dynamic Approval Flow app in your Odoo dashboard.
  2. Configure Approver Roles: Go to the module settings to create and customize approver roles, assigning them to users as needed.
  3. Set Up Approval Routes: In the expense configuration, create approval routes with or without amount thresholds to suit your organization's approval process..
  4. Configure Auto Approval Settings: Set the number of days for scheduled auto-approvals in the module settings to ensure timely processing of pending approvals.
  5. Create Expense Record: When a expense is confirmed, the system will automatically send email notifications to the designated approver and the expense creator.
  6. Monitor Approval Status: Track the status of approvers as it updates automatically based on their actions or predefined auto-approval deadlines.
  7. Receive Notifications: Approvers and relevant stakeholders will receive timely email notifications about the status and any required actions for approval.

Change logs

[1.0.0]

  • Added [15-02-2025]- Expense Dynamic Approval Flow App

Support

Zehntech Technologies

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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