| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Expenses (hr_expense) • Invoicing (account) • Discuss (mail) • Employee Contracts (hr_contract) |
| Lines of code | 354 |
| Technical Name |
eg_employee_advance_expenses |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Expenses (hr_expense) • Invoicing (account) • Discuss (mail) • Employee Contracts (hr_contract) |
| Lines of code | 354 |
| Technical Name |
eg_employee_advance_expenses |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 |
Employee Advance Expense
This app facilitates employee expense requests to the company or manager, enabling a streamlined process for submitting, approving, and tracking advance expense requests.
Highlight Employee Advance Expense
Easy expense request creation for employees
Automated email updates for request actions
Manager controls for approval and submission
Quick-view button for submitted expense details
Features
Screenshots
Support
Service
Features
Advance Expense Request Creation:
Employees can create and send requests to managers.
Email Notifications:
Automatic emails sent to notify the employee and manager of submission, confirmation, or rejection.
Manager Approval Controls:
Managers have options to confirm, reject, and submit requests with auto-updated fields.
Expense Line View:
A smart button provides a quick view of current record expense lines post-submission.
Screenshot
1) Advance Expense Request Menu:
After installation, employees can navigate to this menu to create an expense request and submit it for approval.
Navigation : Expenses ➡ Advance Expense Request
2) Email Notification for Request Submission:
Upon sending a request, an email is automatically sent from the employee's work email to the company email. This email contains the details of the expense request.
3) Manager Approval Options:
Managers have options to either confirm or reject the request. These buttons are only visible to users with manager permissions.
Navigation : Advance Expense Request ➡ Approval Actions
4) Email Notification for Confirmation:
When a manager confirms the request, a confirmation email is sent to the employee notifying them of the approval.
5) Email Notification for Rejection:
If the manager rejects the request, a rejection email is automatically sent to the employee with details.
6) Submit Button:
After confirming the request, a Submit button becomes visible to the manager. Upon clicking, confirmation details like the date and confirmation manager are automatically populated.
Navigation : Advance Expense Request ➡ Submit (Manager Action)
7) Email Notification for Submission:
When the manager submits the request, a submission email is sent to the employee.
8) State Change and Smart Button Visibility:
Once submitted, the request status changes to "Submitted," and a smart button appears for quick access to expense lines.
9) Expense Line View:
Clicking the smart button allows the manager to view the details of the expense lines associated with the current request.
Navigation : Advance Expense Request ➡ Smart Button ➡ Expense Line Details
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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