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Define multi-step approvals for purchases, expenses and leave

Clear approvers, sequence, and visibility — without email ping-pong.
July 2, 2026 by
Define multi-step approvals for purchases, expenses and leave
Azmy

Approvals fail when nobody knows who signs next. Odoo Approvals (and Digits extensions) make the chain explicit.

  1. List each request type (PO over limit, expense report, time off, vendor bill).
  2. Create an approval type with ordered steps and responsible users or roles.
  3. Set thresholds (amount, department, company) so small requests stay fast.
  4. Train requesters to use the Approvals / related apps — not chat screenshots.
  5. Monitor pending requests; escalate stuck steps, do not bypass silently.

Digits capabilities: Digits Approvals for Bills, Expenses & Sales, Digits Approval Access Rights, and HR approval portals. Catalogue: /kb.

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