Access Right to Reset to Draft
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-usc-0003-access-right-to-reset-to-draft-4184$ 150.10
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Technical Name |
fal_account_cancel_ext |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-usc-0003-access-right-to-reset-to-draft-4184 |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
fal_account_cancel_ext |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-usc-0003-access-right-to-reset-to-draft-4184 |
| Versions | 18.0 19.0 |
ODOO'S FUNCTION
In standard Odoo, users with the "Adviser" accounting role are granted the ability to reset posted journal entries to draft. While this function is useful for making corrections, it is enabled by default for all users in that role. This creates a potential risk for uncontrolled or unauthorized edits to official accounting records.
CLUEDOO'S FUNCTION
Cluedoo enhances security and control over the accounting process by isolating the "Reset to Draft" capability.
Dedicated Access Right: The module introduces a specific access right exclusively for the "Reset to Draft" action. This allows you to grant this sensitive permission to select users, independent of their general "Adviser" role.
Enhanced Security and Accountability: By restricting this function, you add a critical layer of security and create a clear audit trail. It ensures bookkeeping flexibility while guaranteeing that only qualified and authorized personnel can modify posted entries.
Potential Use Case: This module is ideal for SMEs that handle daily bookkeeping internally but rely on an external accounting firm for validation and correction. The specific access right can be given exclusively to the external accountant, allowing them to make necessary adjustments without granting broad permissions to internal staff.
Cluedoo's Recommendation
The ability to un-post or cancel journal entries is a powerful feature that is legally restricted in many countries. If you require this functionality, we recommend systematically installing this module to strictly manage its use. For best practice, limit this access right to a single, highly-trusted user in your company (e.g., the Head of Finance or external CPA).
Tip: To correct an entry, a user with the right permission can reset it to draft, make modifications, and then re-post it. The entry must always be re-posted to be confirmed. The original unique number of the journal entry is preserved to ensure the integrity and sequence of your journal.
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1. On a User, we can give or remove the access right "Reset To Draft" for an invoice/journal entry. |
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2. If the User has the access right, they will have the option to "Reset to Draft" on the invoice. |
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3. If the access right is taken out, the user cannot reset the invoice to draft. |
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STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo allows users to Reset to draft journal entries to draft, which is useful for making corrections. However, by default, this access is granted to all users with the "Adviser" role, posing potential risks for uncontrolled edits to accounting records.
CLUEDOO BEHAVIOR
Cluedoo introduces a dedicated access right to control who can perform the "Reset to Draft" action. This adds a critical layer of security and accountability in your financial processes.
MODULE +
This module enhances bookkeeping flexibility while ensuring proper control. It enables selective correction of journal entries—a powerful yet sensitive capability that must be restricted to qualified personnel.
POTENTIAL USES FOR A BUSINESS
For SMEs that internally prepare bookkeeping but validate it by an outsourced accounting firm. These access rights are typically given to the external accountant expert in order for him or her to adjust and correct the bookkeeping.
CLUEDOO'S RECOMMENDATION
However, if you would like to get this feature on your database, we recommend to systematically install this module and limit this access right to one user in your company.
Tip : A journal entry can be canceled going to draft -> modify -> reconfirm . It has to be reconfirmed 100% of the time. The original journal entry has a unique number and needs to be kept in order to ensure the sequence of your journal.
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.
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