Gate every payment behind tiered approval before it is ever posted

Configurable multi-tier approval rules for outgoing and incoming payments — amount thresholds, conditional routing by journal, method, and vendor, a live match preview, and email approve-reject links that need no login.

The problem

Any employee who can create a payment can also confirm it, leaving no segregation of duties between raising and releasing company funds. A EUR500 utility bill and a EUR50,000 strategic-vendor payment get the same one-click approval, so finance teams have no enforced way to route higher-risk payments to the right people before money moves. Existing tools either skip the release moment entirely or hard-code a single amount threshold, leaving growing SMBs without a self-service way to build real approval governance.

The solution

Payment Double Approval Workflow gates payments behind configurable, multi-tier approval rules that combine amount, journal, payment method, partner, and partner tags. Payments are held until every required tier signs off, with a live preview showing exactly which payments a rule matches, delegation for absent approvers, SLA escalation for anything overdue, and secure email approve-reject links that need no login.

Capabilities

Everything a finance team needs to enforce payment approval

Every capability below is implemented in the module.

01

Configurable Multi-Tier Approval Rules

Build unlimited ordered approval tiers per rule, each routed to a security group or specific users, with an approvals-needed count and a per-tier SLA.

02

Conditional Rule Matching

Route payments on more than one amount threshold: combine amount bands with journal, payment method, partner, and partner tags so a strategic vendor payment can demand more scrutiny than a routine bill.

03

Live Match Preview

Every rule form computes and lists the actual payments it currently matches, so the person configuring the rule sees its real effect before saving.

04

Reusable Rule Templates

Save a proven approval pattern as a template and spin up new active rules from it in one click, instead of rebuilding the same tiers and conditions every time.

05

Approval Delegation

When an approver is away, a named substitute can act in their place for a defined date window, so a single absence never stalls a payment.

06

Pending Approvals Dashboard

A dedicated list and kanban view show every payment awaiting approval, grouped by current tier, sorted by amount and age, so nothing waits unnoticed.

07

SLA Escalation and Reminders

Each tier carries its own SLA in days; overdue approvals are flagged in red on the dashboard and payment list and automatically escalated to a configured manager.

08

Bulk Approval

Approvers can clear a filtered batch of same-tier payments in a single action, turning month-end approval backlogs into minutes instead of hours.

09

Audit Trail and Email Approve-Reject

Every approval, rejection, and revocation is recorded with user and timestamp, and approvers can act straight from a secure emailed link — no Odoo login required.

Workflow

How it works

1

Build the rule

Combine amount bands, journals, payment methods, partners, and tags into a rule, then add ordered approval tiers and see which live payments match before saving.

2

Payment is held

When a matching payment is created, it is automatically routed to the first tier and cannot be posted until every required tier grants its approvals.

3

Approvers act

Approvers sign off from the payment form, the pending dashboard, a bulk action, or an emailed link that needs no Odoo login, with delegation and SLA escalation covering the rest.

4

Payment posts automatically

The moment the final tier approves, the payment posts on its own and every decision is preserved in an immutable, timestamped audit trail.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Payment Double Approval Workflow is built for Odoo Community and ties approval directly to the payment posting action itself, so a payment cannot be released until it clears every configured tier — without any Enterprise dependency.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Payment Double Approval Workflow

Multi-tier payment approval rules combining amount, journal, method, partner and partner tags — with a live match preview, delegation, SLA escalation, bulk approval and no-login email approve or reject.

Buy on Odoo App Store