Automation
Multi-Level Approval Engine
Configurable approval flows for purchase orders, expenses, payments or any Odoo model, with unlimited levels, delegation, escalation and audit.
View solutionBusiness Process Automation
Automate the routine. Control the exceptions.
Many hours are lost chasing approvals, sending reminders and checking dates. We automate those steps in Odoo while keeping humans in control of decisions.
The business challenge
Why organisations come to us
Manual follow-up does not scale, and the cost shows up as delays, missed renewals and revenue leakage.
- Approvals are chased through email and messaging apps.
- Licences, visas, insurances and contracts expire unnoticed.
- Late payment penalties are calculated manually or not at all.
- Recurring invoices and rent schedules are prepared by hand.
- Managers lack a view of what is waiting for them.
What we provide
Scope of the service
01
Approval workflows
Configurable multi-level approvals on purchase orders, expenses, payments, discounts and custom documents.
02
Reminders and escalations
Scheduled reminders, timeouts and escalation to the next approver.
03
Document expiry tracking
Expiry dates on any record with advance alerts and renewal history.
04
Financial automation
Penalty accrual, instalment invoicing and recurring postings.
05
Notifications
Email, SMS or WhatsApp messages triggered by business events.
06
Audit trail
Who approved, rejected or changed what, and when.
Capabilities
Technical and functional capabilities
- Domain-based conditions without administrator-supplied code
- Group-based, user-based and minimum-count approvals
- Delegation of approval authority by date range
- Scheduled actions with logging
- Activities and chatter integration
- Configurable message templates
Relevant Odoo applications
- Purchase
- Expenses
- Accounting
- Sales
- Employees
- Discuss
We work with Odoo Community and Odoo Enterprise and advise on the implications of each.
Our approach
How we deliver this service
-
01
Identify
Find repetitive steps and their business rules.
-
02
Define
Agree rules, thresholds, exceptions and responsibilities.
-
03
Automate
Configure or develop the automation in Odoo.
-
04
Pilot
Run with a pilot group and refine.
-
05
Scale
Extend to further processes and departments.
Benefits
What your business gains
Faster cycle times
Documents move to the next approver immediately.
Fewer misses
Dates and thresholds are checked by the system.
Clear accountability
Every decision is recorded.
Recovered revenue
Penalties and recurring charges are not forgotten.
Related work
Solutions and case studies
Automation
Document Expiry & Compliance Tracking
Track passports, visas, trade licences, insurances and contracts on any record, with reminders, renewals and compliance views.
View solution
Finance
Collections, PDC & Late-Payment Penalties
Post-dated cheque management, multi-instrument receipts, collection follow-up and automated late-payment penalties.
View solution
MRM product
Universal Multi-Level Approval Engine
A configurable approval framework that attaches to any Odoo model, replacing hard-coded approval levels with configuration.
- Odoo 19
- Python
- OWL
Client delivery
Travel Allowance & Expense Approval Automation
Grade-based local and international travel allowances calculated automatically and routed through an approval matrix.
- Odoo 19
- Python
- XML
FAQ
Frequently asked questions
Yes. Conditions such as amount thresholds, departments or companies determine which approval levels apply.
Approvals are recorded in Odoo for audit purposes. Notification channels can be email and, where integrated, messaging tools.
Discuss your Business Process Automation project
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Let's discuss your requirements, your current systems and what you want to achieve.