Invoicing - Odoo 15 Community Book

Employee Expenses

You can keep a record of employee expenses in the Odoo Invoice module. You can record all your expenses in this module and submit them to the managers so that they can approve your expenses. You will be able to get the Employee Expenses option under the Vendors menu in this module.

As you can see in the image below, you will get details about all expenses recorded on this platform.

Odoo 15  Invoicing

You will get List, Kanban, Pivot, and Graphical views in this window. The list view of the expenses will show the details about the Employee, Accounting Date, Expense Report, Company, Next Activity, Total Amount, Status, and Payment Status. You can use the default and customizable Filters and Group By options to categorize the data.

You can upload your expenses by using the ‘Upload’ button given in the window. In order to create new employee expenses, you can use the ‘Create’ button.

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You can add details to the expense report by clicking on the Create button. You have to specify the Expense Report Summary, Employee, Manager, and Company name in the given fields. You can add your expense details under the ‘Expense’ tab.

In the Expense tab, click the ‘Add a Line’ button to select details about the Expense Date, Category, Description, Customer to Invoice, and Amount Paid. In this field, you can configure the created expenses from the Expense module. You can also add additional details about the expense in the Other Information section.

After adding all necessary information to the expense report, you can click the ‘Save’ button to save the report.

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After saving the data, you can submit the report to the manager for getting approval for the expense. For this, you need to click on the ‘ Submit to Manager’ button. Your expense report will be submitted to the manager and the manager can approve or refuse the expense report.

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By clicking on the ‘Approve’ button, you can approve the expense report. You will get the ‘Post Journal Entries’ option to post journal entries for this expense report.

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The journal entry will be posted by clicking on this option and you will be able to see the Journal Entry using the smart button given in the window.

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Now, you can register the payment of the expense report by clicking on the ‘Register Payment’ option.

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Click the ‘Create Payment’ button to complete the payment.

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The expense will be transferred to the employee’s account and the status of the Employee Expense will change from Posted to Done after completing all these procedures.

After discussing the management of employee expenses, now let’s detail how to define payment terms in the Odoo Invoicing module.

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Cybrosys Limited
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Bangalore, India - 560042

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