Odoo 14 Community Edition

Generate an Expense

The Odoo platform allows you to manage Expenses easily. The Expenses window can be accessed from the My Expenses tab of the platform. For that, you can go to Expenses -> My Expenses -> All My Expenses.

The image of the All My Expenses window is depicted below.

Odoo Community Edition Book

In this window, you can view the Expense created Date along with the Description. Also, the details of Employee, paid by, Analytic account, Company, Total amount and the Status. For creating new Expenses, you can select the Create icon available.

In this creation window, you can provide the Description of the expense, and in the product field, you can explain the expense type. Then you can define the Unit price along with the quantity and its unit of measure. After that, you can mention the Taxes along with the Total amount. Moreover, you have to allocate Bill reference, Expense date, Account, Employee, Currency, Analytic Account, Analytic Tags, and the Company.

At last, you can mention whether it is a person or company that made the payment. After finishing all these steps, you can save the details by selecting the Save icon available. The image of the window is depicted below.

Odoo Community Edition Book

Now the window shows two buttons named Attach Receipt and Create Report as shown in the below image. Using these buttons you will be able to attach receipts and also you can create reports by selecting the respective menu.

Odoo Community Edition Book

Now the report can be viewed by selecting the View Report option available in the window as depicted below.

Odoo Community Edition Book

In the View Report window, you can view the Expense details under the Expense tab. Moreover, the receipt attached can also be viewed here.

Odoo Community Edition Book

In this window, you can view the Approve, Refuse, and Reset to Draft button. If you are selecting the Approve button, the status will change from Submitted to Approved.

Odoo Community Edition Book

Now it is possible to post journal entries by selecting the Post Journal Entries button available. This action will make the status Posted. The image is shown below.

Odoo Community Edition Book

Now you can click on the Register Payment button available. Then you will be depicted with a new pop-up window as depicted below.

Odoo Community Edition Book

In this popup window, you can provide the name of the Journal, select Payment Method, and also can specify the Recipient bank account. Moreover, the Amount can be allocated with the Payment Date and Memo. After providing all the information, you can click on the Create Payment button.

Now the window will be depicted with a green label indicating PAID. The image of the window is depicted below.

Odoo Community Edition Book

Now the status also changes from Posted to Paid.

So far we were discussing the All My Expenses window and now let us discuss how to create My Reports on the platform.

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