Expense Advance Request Management for Employees/Internal Users in Odoo

Expense Advance Request Management for Employees in Odoo

Employee Petty Cash Advance Management in Odoo

This module enables employees to create expense advance requests, which are reviewed and approved by the expense officer. Once approved, the accounting department processes and disburses the advance payment. The expense officer can then finalize the request once payment is completed. Additionally, users can generate PDF versions of expense advance requests and select un-reimbursed advances when submitting expenses for approval.

Main Features:

1. Employee Expense Advance Request:
   1. Employees can conveniently create expense advance requests within the system, streamlining the process of requesting funds for anticipated expenses.
2. Expense Officer Approval:
   1. Expense officers can review, approve, or reject employee expense advance requests, ensuring compliance with company policies and maintaining financial control.
3. Accounting Department Payment:
   1. The accounting department can efficiently process and disburse approved expense advances to employees, ensuring timely payment of funds.
4. Expense Advance Finalization:
   1. Expense officers can mark expense advance requests as completed once payment is made, officially closing the request and confirming the transaction.
5. PDF Report for Expense Advances:
   1. Users can generate and print expense advance requests in PDF format, ensuring accurate documentation and efficient record-keeping.
6. Expense Advance Selection During Submission:
   1. Users can select un-reimbursed expense advances when submitting expenses for approval to the expense officer, ensuring accurate accounting of all related advances.

Note:
We have not altered any accounting entries for the expense or expense sheet. The system simply tracks and displays the advance taken by the employee for the expense.

Menu Items Available:

• Expenses
• Expense Advances
• Expense Advance Requests
• Advance to Approve
• Advance to Pay

Generated Reports

• Print Advance Expense

User Roles and Permissions:

1. Employee
2. Expense Officer
3. Account User



Role of Employee

• Employees can submit expense advance requests as part of the streamlined expense management process.



Role of Expense Officer

• Expense Officers are responsible for reviewing, approving, and finalizing expense advance requests submitted by employees.



Role of Account User

• Accounting users can view all pending expense advance requests awaiting payment. They are responsible for processing and finalizing payments for approved requests.

Expense Advance Request Document

Expense Advance Request Details - Employee Jack

New Expense Advance Request - Employee Jack

Expense Advance Request Confirmation - Employee Jack

Expense Officer John - Confirm Expense Advance Request

Expense Officer John - Approve Expense Advance Request

Account Officer Jimmy - View Approved Expense Advance Request

Account Officer Jimmy - Mark Expense Advance Request as Paid

Expense Advance Request - Journal Entry

PDF Report Generation - Expense Advance Request

Display Un-Reimbursed Advances for Expense Submission

Expense Sheet - Displaying Un-Reimbursed Advances

Contact / Support
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