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Lock Periods for Expense

by
Odoo

$ 301.71

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Expenses (hr_expense)
• Employees (hr)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 605
Technical Name fal_period_lock_hr_expense
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-tim-0016-lock-periods-for-expense-5743
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Expenses (hr_expense)
• Employees (hr)
• Invoicing (account)
• Discuss (mail)
Community Apps Dependencies
Lines of code 605
Technical Name fal_period_lock_hr_expense
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-tim-0016-lock-periods-for-expense-5743


ODOO'S FUNCTION

By default, Odoo provides only a single lock date for accounting entries and does not offer a dedicated lock mechanism for expenses and timesheets . This limitation can be particularly restrictive as it reduces flexibility in managing records.

CLUEDOO'S FUNCTION

Cluedoo extends the "Account Period Lock" feature and enhances flexibility by allowing users to lock expense and timesheet periods based on specific timeframes, such as monthly or 3-month periods. This feature also enables users to set distinct lock gap days for employees and managers.

This module enables the differentiation between accounting period lock and HR period lock, offering different lock gap days for different user roles.

Account Period Lock

Set Period Locks for Expenses and Timesheets


  1. Go to Accounting → Periods Lock . We can set Lock Gap Days for Employee and Manager on Expenses and Timesheets. In this example, we set:

- Lock Gap Days Employee: 2

- Lock Gap Days Manager: 5



2. Create a monthly period. Now we have the list of periods for every month.

Period Lock in Expense


Manager user


1.

Let's consider today's date as 24/11/2025. If we check the manager locking date for October 2025, it would be 05/11/2025 (calculated as End of Period + Manager Lock Gap Days).

Manager user

2. An employee fails to create an expense for 31/10/2025 and receives a system warning as seen in the photo.


Why?


It's because the Manager Locking Date is 05/10/2025 and today is 24/11/2025.


Note: In this case, Mitchell Admin is Expense Manager, so the Manager Locking Date is applied. 

Odoo Proprietary License v1.0

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