Use Cases / Context

In businesses, especially those in services or consulting, where expenses may be incurred on behalf of a client but later need to be reimbursed by the client, Odoo’s functionality for Re-Invoice Expenses products (without using the hr_expenses module) lacks visibility of this information in the project dashboard.

With this module, two sections are added to the project dashboard:

• Provisions: Values invoiced to the client in advance to cover any necessary expenses. This section displays the analytic entries generated from customer invoices for specific products.
• Reimbursements cost: Values generated from vendor bills that need to be charged to the client. Using Odoo’s functionality, these are the sales order lines automatically created from a vendor bill when the product is configured as Re-Invoice Expenses.

Configuration

To automatically create a project from a sale order:

• Go to Sales > Products > Products.
• Create a new product with the following options:
  • Product Type: Service
  • Invoicing Policy: Prepaid/Fixed Price.
  • Create on Order: Set an option other than Nothing.

For Provisions:

• Go to Sales > Products > Products.
• Create a new product of type Service.

For Reimbursement:

• Go to Sales > Products > Products.
• Create a new product with the following options:
  • Product Type: Service
  • Invoicing Policy: Based on Delivered Quantity (Manual).
  • Re-Invoice Expenses: At cost or Sales price
  • Fill in the Provision Product field created in the previous step.

Usage

To generate a new project from a sale order:

• Go to Sales > Orders > Quotations.
• Create a new sales order and select the first product configured.
• Add a second line with the second configured product for Provisions.
• Confirm the sales order.
• Generated the invoice

To generate reimbursement costs:

• Go to Invoicing > Vendors > Bills.
• Create a new bill and select the third product configured for Reimbursement.
• In the invoice line, set the analytic distribution with the analytic account for the project.
• Confirm the bill, and a new line will be added to the sale order with the reimbursement cost.
• While the provision has a remaining amount, a new line will be added to the sale order with the product for Provisions, but with a negative quantity.

Project status dashboard:

• Go to Project > Projects.
• Search for the respective project.
• In the Kanban view, click the top-right icon to display project settings, then click Reporting / Project Updates.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.