Find where vendor bills get stuck.
Use this checklist before an AP workflow review, during an Odoo cleanup sprint, or when deciding whether AP automation is worth piloting.
Invoice Intake
- Vendor bills arrive through a controlled email alias, portal, or upload path.
- Duplicate vendor invoice numbers are checked before payment approval.
- Uncoded bills are visible before month-end close pressure starts.
PO and Receipt Matching
- Odoo shows whether each bill line matches the purchase order and receipt.
- Partial receipts are routed to receiving instead of sitting with AP.
- Price and quantity tolerances are documented by product or vendor type.
Exception Routing
- Buyer review, receiving follow-up, freight review, and manager approval are separate states.
- Each exception has an owner, due date, and evidence attached.
- Finance can see aging by exception type, not just invoice date.
Controls and Close
- No payment is triggered by automation without human approval.
- Month-end AP blockers are visible before the last week of close.
- Audit trail shows who approved, held, corrected, or rejected each bill.
Want this mapped against your Odoo workflow?
Book a 20-minute AP workflow review. We will identify the first queue or exception type worth cleaning up.