Expense Restrictions
by Digital Integrated Transformation Solutions (DigitsCode) https://www.digitscode.com$ 40.48
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Expenses (hr_expense) • Invoicing (account) • Discuss (mail) |
| Lines of code | 274 |
| Technical Name |
digits_expense_restrictions |
| License | OPL-1 |
| Website | https://www.digitscode.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Expenses (hr_expense) • Invoicing (account) • Discuss (mail) |
| Lines of code | 274 |
| Technical Name |
digits_expense_restrictions |
| License | OPL-1 |
| Website | https://www.digitscode.com |
Expense Restrictions
Enforce journals, payment methods, and products per user for compliant expenses
Documentation & Resources
Technical Overview
See README.md for details about extended models (res.users, hr.expense, hr.expense.sheet), configuration, and behavior.
Implementation Support
Get help setting up allowed journals, payment methods, products, and payment mode policies across companies.
Ensure that every expense follows the correct journals, payment methods, and products depending on who is submitting it and how it is paid.
KEY HIGHLIGHTS
User-Specific Journals
Use allowed_expense_journal_ids and allowed_company_expense_journal_ids plus defaults on users to control which journals are available for employee vs company-paid expenses.
Payment Mode Policies
Control whether expenses are allowed on employee, company, or both via expense_paid_by_mood and enforce consistency using payment_mode on expenses and sheets.
Product Restrictions
Limit expenseable products using expense_product_ids and a product domain, so users can only select approved expense products.
Smart Journal & Payment Filtering
Dynamic domains on journal_id, payment_journal_id, and payment_method_line_id in expense sheets ensure only allowed options appear.
Multi-Company Support
All domains respect company visibility, so journals and payment methods are filtered by active company and user companies.
Data Consistency on Reports
A constraint on hr.expense.sheet ensures all lines share the same payment mode, preventing mixed policies in a single report.
User Expense Settings
Configure payment modes, allowed journals, payment methods, and products for each user.
Core Behavior
- User-specific allowed and default journals for employee and company payments.
- Automatic payment mode selection on expenses based on user policy.
- Product choices restricted to expenseable products or a user-defined set.
Expense Sheet Logic
- Journals and payment methods on sheets use dynamic domains from user and company settings.
- Default journals and payment methods chosen based on payment mode and user preferences.
- Constraint ensures all lines in a sheet share the same payment mode.
Additional Details
Compatible with Odoo Community and Enterprise for version 18.0. Depends on base, hr_expense, hr, and account. Fully supports multi-company environments.
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Developed by Digital Integrated Transformation Solutions (DigitsCode)
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