Add Kanban view in Invoice to follow administrative tasks
Account Invoice Kanban
Currently Odoo just provides a status for Draft/open/paid status which is not enough to follow the full administrative process.
This administrative process can be sometimes quite complex with workflow that might be different by customers.
Some are usual steps:
Timesheets report internal validation
Timesheets Validated by the customer
ERP invoice created
ERP invoice validated
Other documents (contracts, official invoice) printing
Other documents (contracts, official invoice) delivery
PR/PO or contract reception for payment (some customers)
Payment received (=done)
This list may vary over time and from customers.
This module provides administrative stage management similar to the tasks in Odoo:
Add a Stage in Invoice (like in tasks) with the separate field for the additional workflow on top of current one.
No button to switch from stages: simply clicking on it is enough (like tasks)
Add Kanban view, default with stage group by.
Kanban becomes the default view.
Stage are set up in the Settings Menu of Odoo application (after switching to Developer Mode):
go to Settings > Technical > Kanban > Stages.
Create a new stage
Go to Invoicing menu –> Customers –> Customer Invoices
Enjoy the new kanban view
Drag and drop the invoices from stage to stage
In the form view, click on any new stage to change it
Roadmap / Known Issues
Invoice stages and status are currently not synchronized: this is so since every organization might have different needs and stages. Nevertheless, they can be easily sync’ed (at least from status to Stages) via server actions.
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.
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