Introduction

This module allows establishment of dynamic, multi-level approval workflows for employee expenses, enhancing the validation process with intelligence and flexibility. Expenses can be routed to designated approvers—individual users or user groups—based on configurable conditions, ensuring that submissions meet business policies before approval. Real-time email notifications keep both approvers and employees informed throughout the process, boosting efficiency and transparency in expense management.

Key Features

• Configurable approval workflows with multi-level routing based on expense conditions

• Assign approval to specific users or groups for targeted decision-making

• Dynamic approval levels determined by expense rules and criteria

• Automatic email notifications sent to approvers when approval is needed

• Employees receive email notification upon approval or rejection of their expense

• Ready to use after installation, with minimal configuration required

Benefits

• Streamlines expense validation by automating multi-stage approval routing

• Improves governance through conditional, rule-based approval processes

• Enhances communication with timely notifications to both approvers and employees

• Increases flexibility by allowing tailored approval based on expense attributes

• Reduces administrative burden with an intuitive setup and maintenance process

Compatibility & Technical Details

The module’s technical name is sh_expense_dynamic_approval and it is licensed under Odoo Proprietary License (OPL-1). It requires the following modules: Expenses (hr_expense), Employees (hr), Invoicing (account), Discuss (mail), and depends on a base dynamic approval framework. To install: add the module to your Add-Ons directory, enable developer mode, update the apps list, then install from the backend. After installation, configure approval rules and levels in the provided approval settings menu. The module will route expense approvals dynamically and notify users via email throughout the process.