Odoo 14 Community Edition

My Reports

The My Reports aspects in the platform can be accessed from the My Expenses menu. This is helpful for the employee to keep track of his expenses. He can prepare expense reports without any fail. The status of the report also can be viewed.

For that, go to Expenses -> My Expenses -> My Reports.

The image of the window is depicted below.

Odoo Community Edition Book

Here in this window, you can view all the created Expenses reports along with the respective Employee Name, Accounting Date, Expense Report, Company details, Total Amount, and Status. For creating new reports, click on the Create button. The image of the creation window is depicted below.

Odoo Community Edition Book

In this creation form, the employee can provide Expense Report Summary, allocate Employee Name, Manager, Paid By, and Company details.

Under the Expense tab, you can provide the Expense details, and under the Other Info tab, you can allocate the Expense journal. After providing all the required details, save the details by clicking on the Save button. Then the report can be submitted to the manager by selecting the Submit to Manager menu available in the top left corner of the window. When the manager logs into the platform, they will be depicted with the expense approval request. Then he can examine the request and can take appropriate action.

Odoo Community Edition Book

In this window, you can view your report summary along with some menus such as Approve, Refuse, Reset to Draft. Moreover, the status will show as Submitted.

So far we were discussing the My Reports window available in the platform and now let us discuss the Activity Types window.



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