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By: Antony Francis

Expense Management in Odoo 13

Functional Odoo 13 Human Resource

Often it happens that when working on a project with a company, the employees have to use their personal funds on the job, or that the corporation has to pay some of the client's expenses. Then, the company must have to re-invoice employee expenses. In such cases, we have the module of “Expense” in Odoo 13.


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This is the module of ‘Expense Management’.


Let’s have an overview of this ‘Expense’ module.


- Helps in saving time on Expense


Handling the expenses of your staff has never been a more easy task. It's either travel expenses, office supplies or some other expenses of staff, view all receipts and expense requests from your Expenses dashboard and generate, verify or reject them with just one button. No need to buy a new specialist software to hold expenditure reports-all can be done directly through this module.


- No, lose of receipts


Insert all expenses into the expenditure report directly. Employees can conveniently add digital copies of the receipts straight to an expense report and avoid losing them quickly. Attach the attachments quick and easy by taking a picture of the receipt with any phone or tablet and sending them to a given email. Improve time efficiency and increase productivity by keeping records of all expenses consistent and accurate. And within only a few clicks we can easily check the information.


- Handle the expenses of each team


Have a good description of the expenditures for a team. As a boss, it's easy to keep track of expense reports across the whole team and keep a track on expenses and ensure that they remain on schedule and within control.


- The responsibility is split between teams


Save time by getting others involved in this process.

EMPLOYE: File the expenses and add notes to the expense log and post receipts.

MANAGERS: Validate or deny the expense file. Add notes, change records or inquire for more information.

ACCOUNTS: They record company and staff expenses and added to the accounts. they are the people who handle the receipts and invoices.


- Integrated with other modules


Employees: Track personnel paperwork, and maintain reports and documents securely for your employees.

Projects: Manage data, staff, and project predictions.

Invoicing: It handles contracts, generates repeated invoices, payment of timesheets, and is compensated more efficiently.

Fleet: Monitor vehicles of the company, mileage records, service intervals, contracts and more to do with secure, coordinated fleet management.


Some features of the Expense module:


Handle expense


Check reports of the expenses: Check employee's notes for confirmation, or rejection. Post a comment when unable to provide an explanation to staff.

Handle the expense of a team: For a whole group, observe the expenses.


Recording


Track their own expenses

Allow employees to document their personal expenses with a detailed description of all expenditures over a given duration, including activities, trips, etc.


Remarks

Write some remarks at the expense of the understanding of the viewers.


Status tracking

Have a concise picture of the statuses of all spendings as a whole and separately.


Attachments

Add attachments to spending reports to give reviewers evidence of expenses such as fares, bills, etc.


Give to Managers

Give expense drafts to supervisors to seek an approval


So this is all about “Odoo 13 expense management module”


As you all know, Odoo is a bundle of all management software, perfectly suited for all types of businesses and enterprises. Odoo is literally a mix of all tools and software which you need to run your business efficiently. 2 Million customers run their company with Odoo ERP and around 5000 built-in modules are available for use. Odoo deployment and Odoo incorporation are also simple for an enterprise to do from Cybrosys Technologies which specializes in delivering Odoo related services.




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