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Expense Management In Odoo 13

Expense Management In Odoo 13

Odoo 13 Expense Management 

In a business company there are many expenses like Food, Accommodation, Traveling etc for business trip and Also it is possible while working on a project with a company, Sometimes Employees have to use their personal money on the job so in that company have to re-invoice employee’s expenses.

In Odoo 13 we can easily manage this operation by using the Expenses app. Using this app employees can easily create their expenses and the manager can approve or refuse it. Let’s discuss this in detail in this blog. 


This is Module of “Expense Management”


Go to the Apps and install the Expenses app.


Apps → Expenses

Expense Management In Odoo 13
Expense App In Odoo 13

Once you Install Expenses app and Go to Expenses 

Expenses In Odoo 13

You can either select the Expense Product OR You can create a new expense product.

Configuration → Expense Products →



Expenses Products In Odoo 13

Now, Create a New Expense Product by clicking on Create Button 


Enter All the details like
Product Name
Product Type
Cost
Company etc

And save this Product to use it in Expense.



Expenses Products In Odoo 13

Now we will see this in real scenario to create an Expense from the app. Go to Expense and Create one Expense. 

Fill the details, 


Description :- Describe details about Expense 

Product  :- Select Expense Product 

Quantity 

Paid By (You can select either Employee (to reimburse) OR Company )

 

We Will see both scenarios of Paid by Company and Paid By Employee One by One. 


Let’s check the scenario of Company option in Paid By.


Here once we select the Expense Product, Cost price will automatically applied to the Expense.



Create Expense In Odoo 13

Now this Expense is saved and You can create expense report by clicking on Create Report 


You can Select the Manager and click on the Submit to Manager button to submit this expense report to the manager.



Create Expense In Odoo 13

Once it is submitted to the Manager, Now Manager can Approve or Refuse the Expense Report. 



Approve Employee Expense In Odoo 13

Once Manager will approve this Expense Report  and It will ask for Post Journal Entries to make Payment.



Approve Employee Expense In Odoo 13
Expense Paid By Company

Employees can easily see the Expense report and its status on My Expenses Window. 


My Expenses In Odoo 13

Let’s check the scenario of Employee (to reimburse) option in Paid By.


Create a New Expense by Selecting Paid By as a Employee (to reimburse)


Expense Paid By Employee In Odoo 13

Create Report and Submit to Manager 


Expense Paid By Employee In Odoo 13

Approve or Refuse it. 


Approve Expense In Odoo 13

Once Approved by Manager and It will ask for Post Journal Entries 


Approve Expense In Odoo 13

Once Click Post Journal Entries and Journal Entry will be Posted and you will find new button to Register Payment and this option will not come once we select Paid by Company option.


Expense Payment To Employee By Odoo

Once Click On  Register Payment button to Register Payment and this will open up with a new pop-up window.


Register Payment In Odoo

Once We validate this and Expense will be Mark as Paid 


Expense Paid In Odoo

Employees can easily see the Expense report and its status on My Expenses Window. 


Expense Report In Odoo 13

Re-invoice Customer : If the Product has an Expense Policy. It will re-invoiced on this Sales Order


Create a Expense


Expense Reinvoice To Customer By Sales Order

Click on Create Report, You can see 


  • Create Report 

  • Submit to Manager 

  • Approve 

  • Post Journal Entries 


Now go to Customer’s Invoice


Odoo Invoice

Click the Create Invoice button and Post the Entries and Register Payment to Complete the flow. 


Conclusion :


This is all about Odoo 13 Expense Management Module and this blog is to give an idea about how expenses works in Odoo. CandidRoot, Odoo Service Provider Company is always ready to help you for Implementation of Odoo Expenses for your business by providing various Odoo services like Odoo implementation, Odoo integration, Odoo Customization, and much more.


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