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Documents

Documents

Finance

Official Odoo app in Finance — implementation and customization with Code-OX Technologies

Overview

Discover Documents - Finance Odoo app by Code-OX Technologies

What you get

AI Auto-Sorting

Automatically organizes uploaded files into the correct folders and triggers actions based on document content.

PDF Split & Merge

Split multi-page scans into individual documents or merge several files into one directly in the browser.

Embedded Spreadsheets

Launch Odoo Spreadsheets directly from the Documents workspace.

Workflow Actions

Create "Action" buttons (e.g., "Create Task," "Validate Bill") that appear based on the folder the document is in.

Request Files

Send a link to external partners or employees to securely upload missing documents directly into a specific folder.

Version Control

Manage multiple versions of a single document to ensure teams are always using the latest draft.

Ready for next steps?

We help with rollout, migration, training, and ongoing Odoo support.

Contact us

Category

Finance

App

Documents