<h1 class="title">Invoice Approval</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/11.0/account_invoice_approval"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-invoicing-11-0/account-invoicing-11-0-account_invoice_approval"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/95/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>Configure an approval flow for customer invoices, vendor bills, and credit notes. Automatically sends notifications to reviewers.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <ol class="arabic simple"> <li>Go to Invoicing &gt; Configuration &gt; Invoice Approval Flows;</li> <li>create a flow;</li> </ol> <p>The sequence determines the priority of the flow. When a invoice is submitted for review the first encountered / matched flow (ordered by sequence) will be selected. When no flow matched for the invoice the invoice is directly approved.</p> <ol class="arabic simple" start="3"> <li>configure steps;</li> </ol> <p>All users on a step has to approve it before it progresses to next step. 'Allowed Overrides By' users have special rights and are able to override the approval flow (e.g. when somebody is sick).</p> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>After you configured your approval flows (see section Configuration).</p> <ol class="arabic simple"> <li>Create an invoice;</li> <li>press 'Submit for Review';</li> <li>if everything is configured right (see section Configuration) a tab 'Approval' should appear;</li> <li>the tab shows the currently selected approval flow and other approval related information;</li> <li>when all users (of the current step) approved the invoice it goes to the next step or state approved (if there's no steps left) automatically;</li> <li>when an user refuses an invoice it goes to the state refused from there you'll be able to reset it to draft.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-invoicing/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_invoice_approval%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>Onestein</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Dennis Sluijk &lt;<a class="reference external" href="mailto:d.sluijk&#64;onestein.nl">d.sluijk&#64;onestein.nl</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/11.0/account_invoice_approval">OCA/account-invoicing</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>