Odoo-expense-management.jpg
Blogger_636319563976403750.jpg
By: Anusha

Odoo expense management

An overview  

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 .

The 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.




Comments

0


Leave a comment