Multi-Level Invoice & Bill Approval
Decide from which amount a customer invoice or a vendor bill needs a second pair of eyes,
and who gives it. Create as many approval levels as your company has: each level has a
starting amount and its approvers. A document that reaches a level cannot be confirmed
until that level has approved it.
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Key Features
✔ Any number of approval levels
Each level has its own starting amount, document type and approvers.
✔ Posting is really held
The confirmation is blocked in the standard posting routine, also from lists and imports.
✔ Request, approve, reject, withdraw
Clear buttons on the document; a rejection always carries a reason.
✔ Approvers are notified by Odoo itself
Each approver gets an activity; every step is written in the chatter.
✔ Waiting lists
Invoices to Approve, Bills to Approve and the filter Waiting for My Approval.
✔ Approval history
Who decided, on which level, when, why and how long it took, on the document and in a report.
✔ Changed total, new approval
An approval is tied to the total it was given for. Reset to draft clears it.
✔ Company settings
Credit notes, automatic confirmation after the last level, requester cannot approve.
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Benefits
- No large invoice or bill is posted without the right people seeing it
- Approvers work from a short list instead of searching through drafts
- Auditors get the full trail without asking anyone
- The standard document status and reports stay exactly as they are
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Ideal For
- Companies with signing limits for purchases or sales
- Finance teams that separate preparing a bill from approving it
- Groups with several companies, each with its own limits
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Technical Highlights
- Extends the standard invoice form, lists and search; no new document status
- Amounts are compared in company currency, so foreign currency documents are covered
- Own access rights: Invoice Approver and Invoice Approval Manager
- Depends on the Invoicing app only; Community and Enterprise
- Multi-company record rules; fully translatable
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Supported Odoo Versions
- Odoo 19
- Odoo 20
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Keywords
invoice approval odoo, vendor bill approval workflow, multi level invoice approval, invoice
approval by amount, two step and three step bill approval, approve invoices before posting,
invoice approval limit, bill approval levels, accounts payable approval, invoice approval history