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Productivity

Approvals

✳︎ Create and validate approval requests

Purchases, contracts, travel, budget exceptions: define approval types with the right approvers and thresholds, and every request leaves a clean audit trail.

REQUEST #217 - LIVE
PURCHASE €4,800MANAGER + CFO CHAINAPPROVED ✓ SEALEDEVERY YES CARRIES ITS EVIDENCE
CUSTOM TYPESAUDIT TRAIL
Yes and no, with a paper trail

Approvals by email are a slow-motion liability: the purchase approved in a thread nobody can find, the travel okayed verbally, the exception that became a habit. Odoo Approvals gives every yes a form, a chain and a timestamp: request types define who must approve what, above which threshold.

Approvals stop living in email threads.

Requesters see where their request sits, approvers approve in one tap from the phone, and the audit trail writes itself. When the auditor asks who approved this, the answer takes four seconds.

FIG.01 - THE CHAIN
SUBMITTEDMANAGERCFOSEALEDTRAVEL REQUESTAPPROVED ✓AUDIT LOGWRITTEN ✓REQUEST TO SEAL - VISIBLE AT EVERY STEP
Technical drawing · approval chain
How it works
the loop runs itself
STEP 01Request submitted with context
STEP 02Right approvers notified
STEP 03Approved in one tap
STEP 04Audit trail sealed
Types
purchases, travel, budget exceptions: each with its chain
Thresholds
amounts route to the right level automatically
1 tap
mobile approval: no laptop, no delay
4 seconds
to answer "who approved this?", with proof
Key capabilities
Spec sheet · 4 functions
Custom approval types and thresholds
Multi-level approver chains
Full audit trail per request
Mobile approval in one tap
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We define your approval types, thresholds and chains to mirror your delegation rules.
STEP 2Integrate
Approvals link to Purchases and Expenses: the approved amount and the spent amount stay one record.
STEP 3Train✳︎
Your team learns Approvals in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Approvals: one module, one shared database, zero double entry.

Odoo Approvals is one of the standard applications of the Odoo platform, part of the Productivity family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Approvals for: custom approval types and thresholds; multi-level approver chains; full audit trail per request; mobile approval in one tap. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Approvals for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Approvals working on your own processes: on a free demo.
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