Introduction

Implement a robust system of checks and balances for your expense management with the Employee Expense Triple Approval module for Odoo. This powerful tool is designed for organizations that require stringent oversight and multi-layered validation for employee expenses. By establishing a sequential, three-tiered approval process—involving department managers, finance managers, and a final approver—you can ensure that every expense report is thoroughly vetted for policy compliance, budget alignment, and accuracy. This module is essential for businesses looking to enhance financial control, minimize risk, and create a transparent, auditable trail for all employee reimbursements.

Key Features

• Three-Level Approval Chain: Enforces a sequential approval workflow where an expense must be approved by a Department Manager, then a Finance Manager, and finally a senior Manager/Director.

• Clear Segregation of Duties: Assign specific approval roles and responsibilities to different user groups for enhanced security and control.

• Automated Email Notifications: Keeps all relevant parties in the loop with automatic email notifications sent to the next approver in the chain when an expense is ready for their review.

• Seamless Integration with Expenses: Works directly within the Odoo Expenses application, maintaining a familiar and user-friendly interface.

• Controlled Workflow: Users can only approve expenses at their designated stage in the hierarchy, preventing unauthorized approvals.

• Comprehensive Audit Trail: The chatter on each expense report clearly logs every approval step, creating a complete and transparent audit trail.

Benefits

• Enhanced Financial Governance: Significantly strengthens internal controls and reduces the risk of fraudulent or non-compliant expense claims.

• Improved Budgetary Control: Allows multiple stakeholders to review and validate expenses against departmental and company budgets.

• Increased Accountability: Creates a clear chain of responsibility, as each level of management must sign off on the expenses.

• Ensured Policy Compliance: Guarantees that all submitted expenses are thoroughly checked against company policies by multiple approvers.

• Streamlined High-Value Approvals: Provides a structured and efficient process for approving large or sensitive expense reports.

• Greater Transparency: Offers complete visibility into the approval status of every expense report for employees, managers, and the finance team.

• Reduced Administrative Errors: A systematic, multi-step review process helps catch errors and discrepancies before payment is processed.

Compatibility & Technical Details

• Required Modules: Expenses (hr_expense), Invoicing (account), Employees (hr), Discuss (mail).

• License: OPL-1

• Technical Name: bi_employee_expense_triple_approval

Installation:

1. Download the module file.

2. Place the module folder into your Odoo addons directory.

3. Restart the Odoo server.

4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

5. Search for "HR Employee Expense Triple Approval" and click 'Install'.

6. Configure the appropriate user access rights for Department, Finance, and Senior managers in the user settings.