The everyday problem

Approvals chased over email and chat - no structure

Authority limits ignored; high-value items slip through

Requests stall when an approver is on leave

No record of who approved what, or when

Each module needs its own custom approval code

The Approval Matrix solution

One matrix defines the levels, conditions and approvers

Routing by amount, type, department or company

Delegation auto-reroutes when an approver is away

Immutable history of every decision and timestamp

A reusable mixin - plug approvals into any model

Configurable Approval Matrix

Define one matrix per document model and company, with validity dates and priority - the engine always selects the right policy for each request.

Multi-Level Sequential Approvals

Chain as many ordered steps as you need. Each level activates only once the previous one is cleared - enforcing your real hierarchy of authority.

Dynamic Approver Resolution

Resolve approvers at runtime: a specific user, security group, dotted field path, reporting manager, N levels up, department head or job position.

Conditional Routing Rules

Domain conditions on both the matrix and each step. Route by amount, document type, department or company - and skip steps that do not apply.

Reusable Approval Mixin

Inherit matrix.approval.mixin on any model - purchase orders, expenses, HR requests, custom docs - and it instantly gains the full workflow.

Auto-Approval Of In-Policy Requests

Documents below a configurable amount threshold or matching an auto-approve domain clear instantly - recorded as auto-approved, no human clicks.

Escalation On SLA Breach

Set an SLA per step; a scheduled job reminds, reassigns to an escalation approver, or auto-approves once a deadline passes - so nothing stalls silently.

Delegation & Substitution

When an approver is away, an active delegation routes their approvals to a colleague automatically - even across chained delegations (A → B → C).

Immutable Audit Trail

Every step, approver, decision, comment and timestamp is preserved as an approval-line record - a complete, tamper-resistant history for audit.

Status Bar & State Tracking

A clear status bar - Draft, Submitted, Under Approval, Approved, Rejected, Cancelled - tracked on the document so everyone sees where a request stands.

Rejection & Reset-To-Draft

Reject with a reason, send back for correction, or reset a rejected request to draft - a controlled flow with the chain rebuilt on re-submission.

Per-Company Matrices

Each company can run its own approval policy from the same database, or share a global matrix - full multi-company isolation with company-aware routing.

Email & Activity Notifications

Each level's approver receives a chatter message and a To-Do activity automatically - plus reminders and escalation notices - so action is never forgotten.

Any / All Approval Modes

For each step choose "any one approves" for speed or "all must approve" for committees and boards - with a bulk Approve Selected action from the list.

Configure levels, conditions, approver types and SLAs per document model and company - once, with no code.

A user submits a request. The engine selects the highest-priority valid matrix whose condition matches the document.

For each applicable step the engine resolves the concrete approvers - applying delegation substitution for anyone unavailable.

Approvers act level by level. Any rejection stops the chain; in-policy requests are auto-approved instantly.

If a step's SLA passes, the scheduled job reminds, reassigns to the escalation approver, or auto-approves per configuration.

The final state and the full approval trail are written and preserved - an immutable record of who decided what, and when.

Time Savings

Requests route themselves to the right people instantly - no more chasing sign-offs or guessing who approves next.

Process Automation

Auto-approval, escalation and delegation run unattended, so routine and overdue items never become bottlenecks.

Accuracy Improvement

Authority limits and conditional rules are enforced by the engine - high-value items can never skip the right level.

Employee Productivity

Approvers act from chatter and To-Do activities; requesters always know status - less back-and-forth, more output.

Management Visibility

A live status bar and complete trail show exactly where every request stands and who is holding it up.

Reporting & Compliance

An immutable audit trail with timestamps satisfies finance, internal control and external audit requirements out of the box.

Installation

Configuration

Manufacturing

Purchase orders are signed off by value - a supervisor below a threshold, a plant manager above it, the CFO for capital spend.

Retail

Discounts and markdowns route to the store manager, escalating to regional or head-office pricing as the percentage climbs.

Healthcare

Procurement of high-cost equipment and consumables passes department head, biomedical and finance approval before purchase.

Education

Departmental budget and expense requests flow through the head of department, the bursar and the principal by amount.

Government

Multi-tier statutory sign-off with "all must approve" committee steps and a complete record for public-audit accountability.

Corporate

Expense claims and HR requests resolve to the reporting manager dynamically, escalating N levels up for larger amounts.

Support Process

Reach our team through your Odoo App Store account for setup help, matrix design, configuration questions and troubleshooting.

Customization Available

Need a custom approver resolver, a bespoke escalation rule or the mixin wired into your own models? We offer paid customization.

Documentation

Clear in-app help on every field, plus configuration guidance for matrices, steps, delegation and the reusable mixin.