User Manual : Account Maker & Checker

June 6, 2024 by
User Manual : Account Maker & Checker
ZestyBeanz Technologies


Overview

ZestyBeanz's Account maker checker module helps to facilitate the management of creation and posting operations for selected users by implementing a Maker and Checker system configured within Accounting Journal Entries.

Exploring Account Maker and Checker

Installation

  1. Get the module from Odoo App store
    https://apps.odoo.com/apps/modules/17.0/zb_account_maker_checker
  2. Extract the file from your system after the download finishes. You will be able to see a folder named- zb_account_maker_checker
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List’.
  6. In the search bar, remove all the filters and search zb_account_maker_checker.
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

After Installing the module


A new boolean field Verification Required Enabled in Journal.

While selecting 'Verification Required 'as True,

Two new fields Makers and Checkers are visible

    1. Makers : Only Makers have create access in transactions.
    2. Checkers : Only Checkers can post the transactions.


On Creating an invoice


Only 'Makers ' can create or modify.



Confirm Button is visible Only for 'Checkers'


Key Features

  • Maker and Checker System: Implement a robust Maker and Checker system within the Accounting Journal Entries module, allowing designated users to create and review transactions before posting.

  • User Selection: Enable the selection of specific users to act as Makers and Checkers, providing flexibility in assigning roles and responsibilities.

  • Enhanced Control: Ensure greater control over financial transactions by requiring validation from both Makers and Checkers before finalizing posting operations.


Conclusion

In conclusion, ZestyBeanz's Account Maker Checker module significantly strengthens the control and oversight of financial transactions within the Accounting Journal Entries module. It promotes accountability, transparency, and accuracy, ultimately contributing to improved financial management and compliance within organisations.
https://apps.odoo.com/apps/modules/17.0/zb_account_maker_checker