Employees file approval requests by category (purchase, travel, time off, payment or any category you add). Each category decides which details are asked and who approves, in one or several steps. Approvers get an Odoo activity, approve or refuse with a reason, and every decision is kept.
Key Features
- Request categories — Choose per category which details are not used, optional or required: amount, period, contact, items, document reference and attached documents.
- Approval steps — One or several steps per category, one after the other or all at the same time.
- Users or groups as approvers — Name approvers one by one, give a user group, and set how many approvals a step needs or that everyone must approve.
- Amount thresholds — A step can apply only from a given amount; small requests are approved automatically.
- Activities and notifications — Each approver gets an activity with a deadline; the requester is notified of the decision.
- Refuse with a reason, withdraw, resubmit — A refusal always carries a reason; requesters withdraw and resubmit their requests.
- Away delegation — Users name a substitute for the days they are away.
- Audit trail and reporting — A decisions log with approver, date, comment and delegation; pivot and graph analysis.
Benefits
- One place for every internal request that needs a yes or no
- Nothing slips: each approver sees what waits in To Approve and in the activities
- Required details are checked before a request reaches the approvers
- Works right after install with four ready-made categories
Ideal For
- Companies that approve purchases, travel, time off or payments by e-mail today
- Teams that need two or more approval levels above a given amount
- Odoo Community users who want approval requests without extra apps
Technical Highlights
- Depends on Discuss (mail) and Products only; Community and Enterprise
- Own models, independent from the Enterprise Approvals app; both can be installed together
- Multi-company record rules, officer and administrator roles
- Fully translatable
Supported Odoo Versions
- Odoo 19
- Odoo 20
