Odoo 16 Community Book

Employee Expenses

The invoices module will help you to manage and monitor the expenses of your employees. This platform is similar to that of the Expense management module in Odoo. After creating new expenses, you can submit them to the concerned manager to get approval. Under the Vendors menu, you can find the Employee Expenses option, which will lead you to a platform, as shown in the image below.

The list view of this platform shows the Employee, Expense Report, Company, Activities, Total Amount, Status, and Payment Status. You can change the view of the platform to Kanban, Graph, and Pivot views. The expenses can be filtered based on My Reports, My Team, Date, and Former Employees. You will get Employee, Department, Company, Date, and Status as the grouping option in this platform. The Scan button can be used to scan the expense reports. Use the New button to create a new expense.

Specify the Expense Report Summary, Employee, Manager, and Company name in the given fields. The details of the expense can be mentioned under the ‘Expense’ tab.

Under the Expense tab, you can use the ‘Add a Line’ button to add details about the Expense Date, Category, Description, Customer to Re Invoice, Analytic, Taxes, Total in Currency, and Total. It is possible to select the expense reports created in the Expense module In this field. Once you add all necessary information to the expense report the expense report is ready.

The Submit to Manager button can be used to submit this newly created report to the respective manager.

When you click on this button, the report will be submitted to the manager. The concerned manager can now manage the report. They will get Approve and Refuse buttons on the screen to perform the respective operations.

You will get the ‘Post Journal Entries’ option after approving the expense report to post journal entries for this particular report.

Use this button to post corresponding journal entries. Such generated entries can be observed using the Journal Entry smart button available on the screen as shown below.

Using the Register Payment button, you can register payment for this expense. By doing so, the amount will be transferred to the employee’s account and the status of the expense report will be marked as Done.