Payments are approved by the right people, in the right order, before Odoo confirms them.
Odoo Invoicing confirms a payment with one click, whoever entered it. Most companies want checks first: finance for larger amounts, a director above a limit, a second person for payments abroad. This module adds approval routes to Invoicing. When someone confirms a payment, or registers one on a bill or invoice, the stages that apply are listed on the payment, each approver gets a to-do, and the payment is confirmed only after the last stage is approved.
A route lists its stages in sequence. The next stage starts when the previous one is approved; after the last stage the payment is confirmed.
Per stage, the first approval can complete it, or every approver must approve. Listing several approvers covers holidays and absence.
A stage applies from a minimum amount in the company currency (payments in other currencies are converted at the payment date), for chosen partners and their contacts, for partners in chosen countries, for chosen journals or payment methods, or for payments that match an extra filter. Stages that do not apply are left out.
A route covers money you send, money you receive or both; vendors, customers or both; one company or all; and an optional filter. The first matching route in the list is used and archived routes are ignored. Payments without a matching route, and payments that online payment providers create, are confirmed as usual.
Payments registered on bills and invoices wait for approval too, one per document or grouped, in full or in part. After the last approval they are confirmed and reconciled with the bill or invoice lines they were made for. Lines that another payment settled in the meantime are skipped.
The approvers of the current stage get a to-do and see Approve and Refuse. Refuse asks for a reason, keeps the payment in draft and gives the requester a to-do; when it is confirmed again, the route is checked again. Withdraw Approval Request and Cancel end a request. Per route, the person who confirms a payment can be excluded from its approvers.
While a payment waits, its amount, currency, partner, bank account, journal, date, payment method and reference cannot be changed, also not in its journal entry, and that entry cannot be posted around the route. A payment set back to draft after approval needs a new approval when it is confirmed again.
Invoicing > Customers and Invoicing > Vendors > Payments to Approve, and the filter Waiting for my approval, list the payments waiting for you. The Approvals tab shows every stage with its approvers, who decided and when, and the refusal reason; the chatter logs each step.
A payment waiting for approval: the current stage and approvers, Approve and Refuse, and the Approvals tab
A payment approval route with its stages, approvers and conditions
We build custom Odoo modules and changes to this one at a fixed price, from €950 excluding VAT. Small modules are usually delivered within five working days, tested on your Odoo version. Describe what you need to hello@bizzkitt.ai.
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