Control mechanisms exist across the entire system to provide an appropriate level of oversight and approval to all financial transactions.

Examples include:

  • By activity
  • By user or groups of user
  • By organisational unit, eg cost centre
  • By financial total (eg journal line limit, cummulative journal total, spend over time)

Role-based access control

Access to features and screens within Odoocloud is controlled by user roles.

Each user of the system is given one or more roles, with each role enabling a subset of features.

The reporting module is also linked to the User Access control functionality to enable restricted access to reports and underlying data based on user profiles or group profiles.

Approvals

Authorisation hierarchies can be set up and configured for approval of transactions according to set rules.

Examples include:

  • Inter-alia
  • Approval of requisitions
  • Purchase orders
  • GL journals
  • Supplier creation
  • Payment details
  • User set-up and amendment
  • AR transactions