| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1392 |
| Technical Name |
zehntech_invoice_dynamic_approval_flow |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1392 |
| Technical Name |
zehntech_invoice_dynamic_approval_flow |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Smart Invoice Approval Workflow in Odoo â Automate with Precision
Streamline, Customize, and Automate Invoice Approvals with Role-Based Routing and Timely Notifications
Invoice Dynamic Approval Flow
The Invoice Dynamic Approval Flow module automates and streamlines invoice approvals in Odoo with customizable roles, amount-based approval routes, and auto-approval deadlines. It ensures timely email notifications and smooth collaboration throughout the approval process.
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Key Features
-
Predefined and Customizable Approvers Role
-
Customizable Approval Routes
-
Scheduled Auto Approvals
-
Adaptable Options for Amount Approval
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Approval Email Notification
-
Auto Status Updates
Key benefits
Predefined and Customizable Approvers Role
The module comes with predefined approver roles available upon installation, providing a ready-to-use setup for streamlined operations. Additionally, users can create and customize roles tailored to their organization's approval hierarchy and assign them to specific users, ensuring flexibility and compliance with organizational needs.
Customizable Approval Routes
Configure approval routes based on the organizationâs requirements, with options to define routes with or without specific amount thresholds. This allows businesses to ensure that invoice orders follow the appropriate path for approval based on the amount or other parameters, enabling a clear and efficient workflow.
Scheduled Auto Approvals
Automate the approval process by configuring a set number of days for pending approvals. If an approver does not take action within the specified time, the system automatically updates the status to 'Approved' and notifies the next approver, ensuring the workflow progresses without delays.
Adaptable Options for Amount Approval
The module supports flexible approval configurations by allowing routes to be created with or without amount limits. This feature accommodates diverse business needs, whether requiring strict amount-based approvals or a more generalized process, making it ideal for businesses of all sizes.
Approval Email Notification
Keep all stakeholders informed with automatic email notifications at key stages of the approval process. When a invoice order is confirmed, the system sends an email to the designated approver and the invoice order creator, ensuring clear communication and transparency.
Auto Status Updates
As approvers review and take action on invoice orders, the system automatically updates their approval status. This real-time tracking eliminates the need for manual updates and ensures that the current status of the approval process is always accurate.
About Zehntech
We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.
FAQs
Effortlessly Automate Invoice Approvals in Odoo with Dynamic Workflows
Our Services
Odoo Customization
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Odoo Implementation
Odoo Support & Maintenance
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Odoo Theme Development
Odoo Mobile App Development
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
Invoice Dynamic Approval Flow
The Invoice Dynamic Approval Flow module streamlines and automates the invoice approval process in Odoo, providing a dynamic, user-friendly system to manage approvals effectively. It allows businesses to create predefined or custom approver roles, set up flexible approval routes based on amount thresholds, and ensure timely action with scheduled auto-approvals. When a invoice is confirmed, email notifications are automatically sent to the designated approver and invoice creator, keeping all stakeholders informed. The system updates approver statuses automatically based on their actions or predefined deadlines, ensuring a seamless workflow. This module offers an adaptable and efficient solution for businesses of all sizes to optimize their invoice approval processes.
Table of contents
Key Features
- Predefined and Customizable Approvers Role: Set up and assign predefined or custom approver roles to fit your organization's needs.
- Customizable Approval Routes: Create approval routes that align with your processes, with or without specific amount thresholds.
- Scheduled Auto Approvals:: Automatically update approver statuses if an approver does not act within the configured timeframe.
- Adaptable Options for Amount Approval:: Configure approval routes to include specific amounts or operate without amount constraints.
- Approval Email Notification:: Send email notifications to relevant parties at each stage of the approval process.
- Auto Status Updates:: Ensure real-time updates of approver statuses based on their actions.
Summary
The Invoice Dynamic Approval Flow module automates and streamlines the invoice approval process in Odoo, allowing for customizable approver roles, flexible approval routes, and automatic status updates. It enhances efficiency by sending timely email notifications and enabling scheduled auto-approvals.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to the Invoice Dynamic Approval Flow app in your Odoo dashboard.
- Configure Approver Roles: Go to the module settings to create and customize approver roles, assigning them to users as needed.
- Set Up Approval Routes: In the invoice configuration, create approval routes with or without amount thresholds to suit your organization's approval process..
- Configure Auto Approval Settings: Set the number of days for scheduled auto-approvals in the module settings to ensure timely processing of pending approvals.
- Create Invoice Record: When a invoice is confirmed, the system will automatically send email notifications to the designated approver and the invoice creator.
- Monitor Approval Status: Track the status of approvers as it updates automatically based on their actions or predefined auto-approval deadlines.
- Receive Notifications: Approvers and relevant stakeholders will receive timely email notifications about the status and any required actions for approval.
Support
Zehntech Technologies
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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