Expense reports¶

When expenses are ready to submit (such as, at the end of a business trip, or once a month), an expense report needs to be created. Open the main Expenses app dashboard, which displays the My Expenses dashboard, by default. Alternatively, navigate to Expenses app ‣ My Expenses ‣ My Expenses.

Expenses are color-coded by status. Any expense with a status of To Report (expenses that still need to be added to an expense report) is shown in blue text. All other statuses (To Submit, Submitted, and Approved) the text appears in black.

Create expense reports¶

First, select each desired expense to be added to the report on the My Expenses dashboard, by ticking the checkbox next to each entry, or quickly select all the expenses in the list by ticking the checkbox next to the Expense Date column title, if needed.

Another way to quickly add all expenses that are not on a expense report, is to click the Create Report button, without selecting any expenses, and Odoo automatically selects all expenses with a status of To Submit that are not already on a report.

Once the expenses have been selected, click the Create Report button. The new report appears with all the expenses listed in the Expense tab. If there is a receipt attached to an individual expense, a (paperclip) icon appears between the Customer to Reinvoice and Analytic Distribution columns.

When the report is created, the date range for the expenses appears in the Expense Report Summary field, by default. It is recommended to edit this field with a short summary for each report to help keep expenses organized. Enter a description for the expense report, such as Client Trip NYC, or Office Supplies for Presentation, in the Expense Report Summary field.

The Employee, Paid By, and Company fields autopoulate with the information listed on the individual expenses.

Next, select a Manager from the drop-down menu to assign a manager to review the report. If needed, update the Journal field, using the drop-down menu.

If some expenses are missing from the report, they can still be added from this report form. To do so, click Add a line at the bottom of the Expense tab.

An Add: Expense Lines pop-up window appears, displaying all the available expenses (with a To Submit status) that can be added to the report.

If a new expense needs to be added that does not appear on the list, click New to create a new expense and add it to the report.

Tick the checkbox next to each expense being added, then click Select.

Doing so removes the pop-up window, and the items now appear on the report.

Submit expense reports¶

When an expense report is completed, the next step is to submit the report to a manager for approval. To view all expense reports, navigate to Expenses app ‣ My Expenses ‣ My Reports. Open the specific report from the list of expense reports.

If the list is large, grouping the results by status may be helpful, since only reports with a To Submit status need to be submitted; reports with an Approved or Submitted status do not.

The To Submit expenses are identifiable by the To Submit status, and by the blue text, while all other expense text appears in black.

Cliquez sur un rapport pour l’ouvrir, puis cliquez sur Soumettre au manager. Après avoir soumis un rapport, la prochaine étape est d’attendre que le manager l’approuve.