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Lock Periods for Expenses

by
Odoo

$ 293.19

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-expenses-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-expenses-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 . 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 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.

Go to Accounting > Periods > Periods Lock and create a new period lock

  • Select the start date and end date
  • Select how many days after the period ends the lock date should be set for each field
  • Choose whether you want to create a period per month by clicking Create Monthly Periods , or you want to create 3-month periods by clicking Create 3 Months Periods .


The period lines will be automatically generated with specific lock dates for each field based on what you set.

For example, here I choose Create Monthly Periods
LOCK PERIOD
If there is an open period before the one you want to lock, a warning will appear.
If there is no open period before the one you want to lock









Go to Accounting > Closing > Lock Dates > The system will take the End of Period of the locked period to fill in the Odoo Standard's Lock Sales , Lock Purchases , Lock Tax Return , and Lock Everything
MANAGER LOCK DATE

Manager/Administrator users for Expenses cannot create expenses when the current date is after the Manager Lock Date for the period of the expense.

For example:

  • Today = Dec 16, 2025
  • Manager Lock Date = Dec 05
  • Period = Nov 1 to Nov 30
  • Expense Date = Nov 28


A warning will be displayed that you cannot create the expense.

EMPLOYEE LOCK DATE

Users without Administrator access rights for Expenses cannot create expenses when the current date is after the Employee Lock Date for the period of the expense.

For example:

  • Today = Dec 16, 2025
  • Employee Lock Date = Dec 02
  • Period = Nov 1 to Nov 30
  • Expense Date = Nov 28
A warning will be displayed that you cannot create the expense. 

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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