journal_entry_approval_workflow

Journal Entry Need Review / Correction / Approval Workflow

Journal Entry Need Review Approval for Audit

Approval Workflow for Journal Entry Form for Audit Purpose

This app allows functionalities to perform workflow on journal entries. Journal Entry will need review, correction, approval and post workflow.

Main Features:

  • Workflow on Journal Entry under Accounting.
  • Journal workflow based on setting on Accounting Journal setting.
  • Journal Entry Need Review.
  • Journal Entry Needs Correction.
  • Journal Entry Approval flow.
  • For some of the documents Odoo auto post entries so that flow will remain as it is so our app will not handle that case if Odoo automatically posts journal entries.
  • For Odoo detail workflow on invoice, bills and journal entry of version 15.0 you can check and buyhttps://apps.odoo.com/apps/modules/15.0/odoo_invoice_triple_approval/

Flows explained below:

  • Flow 1 : If General Entry Approval is checked
    • Need Review Button on Unposted State : You can click on Need Review then your Journal Entry is entered in Need Review State.
      • If you can click on Need Correction Button :
        • Need Correction Button on Need Review State : You can click on Need Correction then popup is shown for correct Journal Entry & send mail to the Responsible for Journal Entry Review.
        • Reset to Draft Button on Need Correction State : You can click on Reset to Draft then your Journal Entry is entered in Unposted State.
      • If you can click on Validate Button :
        • Validate Button on Need Review State : You can click on Validate then your Journal Entry is entered in Validated State.
        • Post Button on Validated State : You can click on Post then your Journal Entry is entered in the Posted State..

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