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 created

• 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.

Credits

Contributors

• Eric Caudal <eric.caudal@elico-corp.com>

• Victor M. Martin <victor.martin@elico-corp.com>

Maintainer

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.