Journal Entry Approvals
by CLuedoo https://www.cluedoo.com/shop/licclusethrm0023-journal-entry-approvals-7133$ 148.64
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Approvals (approvals) • Invoicing (account) • Discuss (mail) • Employees (hr) |
| Lines of code | 285 |
| Technical Name |
cds_approvals_journal |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusethrm0023-journal-entry-approvals-7133 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Approvals (approvals) • Invoicing (account) • Discuss (mail) • Employees (hr) |
| Lines of code | 285 |
| Technical Name |
cds_approvals_journal |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/licclusethrm0023-journal-entry-approvals-7133 |
ODOO'S FUNCTION
In Odoo, journal entries can be automatically created from several business documents such as Sales Orders, Purchase Orders, Expenses, Payroll, Assets (assets/loans/provisions), Deferred Revenues/Expenses, and Tax Reports. However, for other manual or accounting-specific journal entries , there is no standard mechanism to link them to a source document with an approval process before the entry is created.
CLUEDOO'S FUNCTION
CLuedoo introduces a new Approval Type: Create Journal Entry. This feature allows users to submit a request that goes through an approval workflow , and once approved, the system automatically creates the corresponding journal entry , providing a clear process from request → approval → journal entry creation .
|
1. Go to Approvals > Configuration > Approval Categories > We have a new type: Create Journal Entry |
|
|
Under the Options tab, we can input the Journal and it will be propagated to the approval request, with possibility to change. |
|
|
2. Go to Approvals Dashboard and submit a New Request |
|
|
Fill in the necessary information like Description, Account, Amount (Positive = Debit, Negative = Credit) , etc., and the Attachment(s)
|
|
|
Note: If the positive and negative amount is unbalanced , there will be a warning. |
|
|
3.
Submit
the request > After the request is approved, a
Journal Entry
will be automatically created
> Click on the smart button
|
|
|
The JE will have the following information:
|
|
|
|
|
4. Return to the approval > A
Journal Entries
smart button has been added to link the approval request with all the journal entries.
|
|
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