Odoo expense management

Posted by Cybrosys Technologies 14/01/2017

An overview  


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1 . Save time on expense reports .               

Managing your employees' daily expenses has never been an easier task . Whether its travel expenses , office supplies , or any other employee expenditure , access all receipts and expense submissions from your Expenses dashboard and create , validate , or refuse them in just a click . No need to download a new specialized software to maintain expense records - everything can be done directly through this app !

2 . Stop losing receipts .

Upload all receipts directly into the expense record .

Employees can easily attach scanned copies of their receipts directly to an expense record so that they can easily avoid losing them . Add attachments on the go with any mobile device by taking a picture of the receipt and sending to a designated email address . Save time and increase efficiency by keeping a clean and complete record of all expenses . And we can easily track the records within very few clicks.

3 . Manage expenses per team .

Have a clear overview of a team’s expenditures .

As a manager , easily follow expense records across the entire team to keep an eye on costs and ensure they keep on target and within budget .

4 . Share the workload between departments .

Get everyone involved to save time .

a . EMPLOYEES .

Draft expenses , add notes , and upload receipts to the expense record .

b . MANAGERS .

Validate or refuse expenses in a click . Add comments , edit records , or request additional information .

c . ACCOUNTANTS .

Record company and employee expenses , adding them to the books and processing payments and invoices .

5 . Fully integrated with Odoo Apps .

a . Employees .

Oversee employee records and easily maintain files and information for your teams .

b . Projects .

Manage project forecasts , teams , and files . Easily delegate tasks and monitor each step of the project .

c . Invoicing .

Manage contracts , create recurring invoices , bill timesheets , and are paid faster .

d . Fleet .

Track company vehicles , mileage logs , maintenance schedules , contracts and more with clean and organized fleet management .

Features

1 . Manage .

Review expense records .

Review employee’s notes to complete , validate or refuse them . Add a comment when refusing to give employees an explanation .

Manage per team .

Follow expenses for a whole team .

2 . Record .

a . Ask questions and give answers .

Allow employees to record expenses for their professional spending with a clear overview of all the spending for a defined period , for events , travels , etc. .

b . Add comments .

Write notes to expense records to add information for reviewers .

c . Check status .

Have a clear overview of all expenses’ statuses at once as well as separately .

d . Add attachments

Easily add attachments to expense records to provide reviewers with proof of spending such as tickets , bills , etc. .

e . Submit to Managers

Submit drafts of expenses to managers to request for an approval .

As you all know, Odoo is a package of all management software , which is perfectly fit for all types of companies and businesses . Simply , Odoo is a combo of all possible features and Apps you will need to run your business effectively . 2 Million users are running their business with ODOO and around 5000 inbuilt modules are ready to use . It is also easy for an organization to do Odoo implementation and Odoo integration from Cybrosys Technologies who specialize in providing Odoo related services .




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