| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Expenses (hr_expense) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 3506 |
| Technical Name |
approval_matrix_advance |
| License | OPL-1 |
| Website | https://nioses.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Expenses (hr_expense) • Invoicing (account) • Purchase (purchase) |
| Lines of code | 3506 |
| Technical Name |
approval_matrix_advance |
| License | OPL-1 |
| Website | https://nioses.com |
| Versions | 18.0 19.0 |
Odoo - Advance Approval Matrix
Advance Approval Matrix with Amount Limits, Department Routing, Unlimited Levels & Escalation
Build clear approval flows for sales, purchases, accounting, payments and expenses with user-based authorized amount thresholds, department-wise approval matrices, unlimited levels for every amount range, dynamic manager approvals, overdue escalation, company-aware approver filtering and complete French translation support.
Why This App
Unlimited approval levels
User amount thresholds
Department-wise approvals
Manager hierarchy approvals
Auto escalation after delay
Designed for companies that need flexible, auditable, multi-company approvals with clear control by document type, department, amount and approver responsibility.
For Finance, Purchase, Sales, Expense, Accounting & Management Teams
One approval engine can handle simple limits and deeply layered enterprise approval chains
Let users auto-approve transactions within their authorized amount, route transactions to department-specific matrices when enabled, select approver groups and auto-load their users, fine-tune approvers manually, use manager approvals level-by-level, escalate delayed approvals and keep actions limited to valid company users.
Key Capabilities
- Transaction-wise authorized amounts on users can auto-approve allowed transactions
- Department-wise matrices can be enabled separately for each supported approval flow
- Unlimited levels per lower and upper amount range, including open-ended ranges
- Approver users auto-populated from groups, with manual add/remove support
- Manager approval can move from requester to manager and higher managers step by step
- Escalation users or managers can take over delayed levels, while activities and buttons respect company access
Live Screens - Advance Approval Matrix
How It Looks Inside Odoo
Enable Approval for Supported Business Transactions
- Enable approval from Sales, Purchase, Accounting and Expense settings for the flows you want to control
- Supports Sales Orders, Purchase Orders, Purchase Agreements, Customer Invoices, Vendor Bills, Journal Entries, Customer Payments, Vendor Payments and Expenses
- Turn on Department-Wise Approval separately when each department needs its own approval matrix
Fully Configured Approval Matrix with Escalation Setup
- Create matrices by model, company, journal or payment type, and department when department approval is enabled
- Configure unlimited approval levels for amount ranges, including multiple levels for the same range
- Set approver groups, approver users, manager approval, escalation days, escalation groups, escalation users or escalation to managers
Approve / Reject Buttons with Activities & Approval Information
- Only current approvers, escalation approvers or administrators can see approval actions on the transaction
- Approval activities are created automatically for the responsible users at each level
- Approval information shows status, current level, current approvers, pending date and escalation users when applicable
Escalated Approval Level with Escalation Approvers Assigned
- When the approval is delayed beyond Escalation Days, the pending level moves to escalation approvers
- Escalation can go to selected escalation users, users from an escalation group, or managers of the current approvers
- Escalated approvers receive activities and can review, approve or reject the same pending approval step
Automatic Activity Completion for Other Approvers
- Once one valid approver completes a level, the same-level activities for other approvers are marked done automatically
- If the submitter or approver is already assigned to matching approver groups, eligible levels can be auto-approved
- This avoids duplicate action, keeps the approval queue clean and records what happened in the chatter
Reject Reason Wizard for Clear Rejection Tracking
- Approvers can reject a transaction with a dedicated reject reason popup
- The reason is posted on the document, so users can understand why approval was declined
- Rejected transactions reset approval routing and keep the rejection history transparent and audit-friendly
View Your Pending Approval Activities in One Place
- Users can quickly open transactions waiting for their approval from the activity menu
- Separate shortcuts are available for bills, invoices, journals, payments, purchases, purchase agreements, sales and expenses
- This helps approvers manage daily workloads faster and respond to pending approvals from one place
User Approval Limits and French Configuration Support
- Set a currency and separate authorized approval amounts on each user for Sales, Purchase, Accounting, Payments and Expenses
- transactions within the user's limit are auto-approved, with a global fallback amount if a specific limit is not set
- The module also includes French translation for labels, buttons, configuration screens and approval flows
End-to-End Advance Approval Workflow
Flexible routing from settings and user limits to department selection, level approval, escalation and final decision.
1 → 2 → 3
|
1. Configure Approval Matrix
|
2. Send Transaction
for Approval
|
3. Run Level-Based
Approval
|
4 → 5 → 6
|
4. Follow Manager
Chain
|
5. Escalate Delayed
Approvals
|
6. Complete with Audit
Clarity
|
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90 Days Free Support
Nioses offers free support for 90 days from the date of purchase. This includes assistance with doubts, queries, bug fixes, and issues related to this module (excluding data recovery).
Developed by: Nioses Tech Pvt Ltd.
pooja@nioses.comOdoo 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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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