ODOO'S FUNCTION
By default, Odoo provides only a single lock date for accounting entries and does not offer a dedicated lock mechanism for expenses. This limitation can be particularly restrictive as it reduces flexibility in managing records.
CLUEDOO'S FUNCTION
CLuedoo extends the "Account Period Lock" feature and enhances flexibility by allowing users to lock expense periods based on specific timeframes, such as monthly or 3-month periods. This feature also enables users to set distinct lock gap days for employees and managers.
This module enables the differentiation between accounting period lock and HR period lock, offering different lock gap days for different user roles.
Go to Accounting > Periods > Periods Lock and create a new period lock
|  |
The period lines will be automatically generated with specific lock dates for each field based on what you set. For example, here I choose Create Monthly Periods |  |
LOCK PERIODIf there is an open period before the one you want to lock, a warning will appear. |   |
If there is no open period before the one you want to lock Go to Accounting > Closing > Lock Dates > The system will take the End of Period of the locked period to fill in the Odoo Standard's Lock Sales, Lock Purchases, Lock Tax Return, and Lock Everything |   |
MANAGER LOCK DATEManager/Administrator users for Expenses cannot create expenses when the current date is after the Manager Lock Date for the period of the expense. |  |
For example:
|  |
A warning will be displayed that you cannot create the expense. |
|
EMPLOYEE LOCK DATEUsers without Administrator access rights for Expenses cannot create expenses when the current date is after the Employee Lock Date for the period of the expense. |  |
For example:
|  |
A warning will be displayed that you cannot create the expense. |
|
