Smart Approval Matrix for Payments - Inbound & Outbound Payment Workflows
by Odoo GlobalOps https://apps.odoo.com/apps/modules/browse?search=globalops$ 109.99
Approval Matrix -- Payments
Introduce a financial review step before any payment is posted. Control cash outflows, large receipts, and sensitive transactions with a configurable approval chain based on amount and payment direction.
Payment Confirmation Gate
Require accountant or CFO sign-off before a payment is posted and its journal entry is recorded. Prevent unauthorized cash movements from being committed without the right level of review.
Inbound & Outbound Direction Filter
Apply different approval chains for outbound (send) and inbound (receive) payments â or one rule covering both. A large vendor payment can require stricter approval than a customer receipt of the same amount.
Auto-Post on Full Approval
When every required approval stage passes, the payment is posted automatically and the journal entry is recorded â no second action from the accountant is needed.
Configure the Approval Rule
Set amount thresholds, payment direction (inbound / outbound / both), partner and company filters, and define the approver chain. Apply stricter controls for large outflows and lighter flows for routine transactions.
Payment Is Held
When a matching payment is saved or the Confirm 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 payment form. When all stages pass, the payment is posted automatically and the accounting journal entry is created.
Approval Rule Configuration
Configure amount thresholds, payment direction (inbound / outbound / both), partner and company scope, and the full multi-step approver chain from one rule form. Apply stricter approval for large outflows and lighter flows for routine transactions.
Approve & Refuse on the Payment
Authorized approvers see the Approve and Refuse buttons directly in the payment header. The Confirm button is hidden while the payment is pending approval â the accountant cannot override it.
Pending Approver Widget
The avatar strip shows exactly who needs to act on the current approval step. Non-approvers see the widget too â they know who to follow up with without searching through emails or chatter.
Activity Sent to Approver
Odoo automatically assigns a scheduled activity to each required approver with the payment details and a deadline. Approvers can act directly from their activity feed without searching for the payment record.
Resubmit After Refusal
If a payment is refused â for amount, partner, or policy reasons â the accountant corrects it and resubmits with one click. The refusal is preserved in the history for full financial traceability.
Auto-Posted After Final Approval
Once all required stages pass, the payment is posted automatically and the journal entry is recorded. No extra step from the accountant â the cash movement is finalized without delay.
Approval History per Payment
Every approval action is permanently logged against the payment: who approved or refused, at which step, when, and any notes from the financial review. Full cash-movement accountability in one place.
Finance Teams
Enforce payment controls at each spend tier without slowing down routine, low-value transactions that don't need escalation.
CFOs & Controllers
Maintain authority over large cash movements and sensitive payments without being a bottleneck on every daily transaction.
Compliance Officers
Maintain a tamper-proof audit trail of every payment authorization â who approved, at what level, and when â for regulatory and internal audit purposes.
Auditors
Instantly trace every payment back to who authorized it, at which approval step, and on what date â directly inside the payment record.
No Unauthorized Cash Movements
Payments above your defined threshold cannot be posted without the required sign-off â no exceptions, no workarounds through the UI or import.
Direction-Aware Rules
Apply stricter chains to outbound (vendor) payments and lighter flows for inbound (customer) receipts â each direction governed independently at the right level.
Complete Financial Audit Trail
Every approval decision is permanently recorded against the payment for full financial accountability, compliance readiness, and audit traceability.
Watch on YouTube
Ready to Control Every Payment Before It Hits the Books?
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1150 |
| Technical Name |
approval_matrix_extended_payment |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?search=globalops |
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). 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.
Please log in to comment on this module