Access Right to Reset to Draft
If the module "Cancel Entry" is installed on your database, you can define exactly who has this access right.
| : V13 |
Access Right to Reset to Draft
If the module "Cancel Entry" is installed on your database, you can define exactly who has this access right.
| :V13 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo provides the module Cancel Entry, however, this gives the access right to all advisers by default.
CLUEDOO BEHAVIOR
Cluedoo adds a specific access right option in order to control who has access to Cancel Entry.
MODULE +
This module improves the management of Cancel Entry's options. It is a powerful tool that provides the ability to make corrections, although it can be risky.
POTENTIAL USES FOR A BUSINESS
For SMEs that internally prepare bookkeeping but validate it by an outsourced accounting firm. These access rights are typically given to the external accountant expert in order for him or her to adjust and correct the bookkeeping.
CLUEDOO'S RECOMMENDATION
However, if you would like to get this feature on your database, we recommend to systematically install this module and limit this access right to one user in your company.
Tip: A journal entry can be canceled going to draft -> modify -> reconfirm. It has to be reconfirmed 100% of the time. The original journal entry has a unique number and needs to be kept in order to ensure the sequence of your journal.
OUR FEATURES AS SOLUTIONS
Access Right
HOW TO USE THIS MODULE
1.
On a User, we can give or remove the access right "Reset To Draft" for an invoice/journal entry.
2.
If the User has the access right, they will have the option to "Reset to Draft" on the invoice.
3
If the access right is taken out, the user cannot reset the invoice to draft.
