| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Employees (hr) • Invoicing (account) • Discuss (mail) |
| Lines of code | 506 |
| Technical Name |
advance_expenses_approval |
| License | OPL-1 |
| Versions | 15.0 16.0 17.0 18.0 |
With this app, you can define a set of expense approval rules for individual user. Based on these rules this app will check
If the user is able to approve the expense report or transfer the approval to another manager with a higher level.
The rule can apply on Expenses Category, Expenses Amount, Expenses Amount Monthly, Expenses Amount Quarterly or Expenses Amount Yearly
List features:
1. Set Expenses Approval Role for user. There are 3 roles
- Go to Expenses -> Configuration -> Expenses Approval Role
- There are 3 option roles
- These 3 roles will correspond to Odoo's 3 default groups. If you update a role, Odoo will also update the user group in the user settings.
Team Approver: User only can approve the expense report if its total amount matches with rule lines.
Otherwise, they have to transfer this expense report to another user with a higher level.
All Approver: User only can approve the expense report if its total amount matches with rule lines.
Otherwise, they have to transfer this expense report to another user with a higher level.
Tips: You can create different level of Team Approver or All Approver by defining different rule line on individual user.
Expense Manager: User can approve all expense reports. You don't need to define the rule line for this role.
Notice, This app also checks companies for setting roles.
2. Define a set of rules for the role.
- The rule can apply on Expenses Category, Expenses Amount, Expenses Amount Monthly, Expenses Amount Quarterly or Expenses Amount Yearly.
- The above rule can be explained as follows: A user cannot approve the expense report if there is an expense line with the Gift category and its amount is greater than $30.00.
- The above rule can be explained as follows: A user cannot approve the expense report if its total amount is greater than $50.00.
- The above rule can be explained as follows: A user cannot approve the expense report if in the current month, the total amount they have approved exceeds $100.
- The above rule can be explained as follows: A user cannot approve the expense report if in the current quarter, the total amount they have approved exceeds $300.
- The above rule can be explained as follows: A user cannot approve the expense report if in the current year, the total amount they have approved exceeds $1200.
List Example:
1. Example 1: Check Approval Rule on Expense Report.
2. Example 2: Filter "My Approvals" and "My Waiting Approvals".
3. Example 3: Copy Expense Approval Rules.
Example 1: Check Approval Rule on Expense Report.
- If the user's expense report does not match the approval rule lines, they will receive a notification message.
- User can select another user with a higher level to approve this expense report.
Example 2: Filter "My Approvals" and "My Waiting Approvals".
- "My Approvals": Show the expense reports that have been approved by the current user.
- "My Waiting Approvals": shows the expense reports waiting for the current user to approve.
Example 3: Copy Expense Approval Rules.
- After setting approval rules for a user, if you want to apply these rules to another user with a higher level, here's how you can proceed.
- Go to the user's expense approval role you want to copy for the higher-level user.
- A popup will be shown.
- Select a user and company which you want to apply these rules
- Input 'Mark up Max Expenses Amount'. It will increase or decrease the values of 'Max. Expenses Amount Approval' based on the based user's rules.
- Here is the expense approval rule for the user with a higher level than based user.
- This feature will allow you to easily clone the expense approval rules from one user.
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Email Support: huynh.giang.son.gs@gmail.com
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