Expense Budget
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-hrm-0008-expense-budget-6156$ 100.57
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Employees (hr) • Invoicing (account) • Discuss (mail) |
| Lines of code | 123 |
| Technical Name |
fal_hr_expense_budget |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-hrm-0008-expense-budget-6156 |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Employees (hr) • Invoicing (account) • Discuss (mail) |
| Lines of code | 123 |
| Technical Name |
fal_hr_expense_budget |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-hrm-0008-expense-budget-6156 |
| Versions | 17.0 18.0 19.0 |
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo offers straightforward expense apps, but in practice, this simplicity introduces complexity for end-users. They are required to handle taxes, unit prices, products, and remember specific information for descriptions. Additionally, there are limitations for the HR department, such as the inability to predefine prices, budgets, and mandatory information like the related partner.
CLUEDOO'S FUNCTIONS
Cluedoo offers an advanced configuration for your HR department along with a user-friendly interface for end-users. This enhanced configuration provides the HR department with greater flexibility.
MODULE +
Budget control: Allows setting budgets for each product, such as Hotel and Restaurant, to reinforce company rules for employee expense refunds, with computation of the gap between realized and budgeted amounts.
CLUEDOO RECOMMENDATION
Cluedoo incorporates essential expense features for seamless integration with Odoo's expense apps. Installation is recommended for all companies utilizing expense apps; it is crucial for medium and large companies and becomes both useful and user-friendly for small companies after the initial configuration.
Additionally, our HR Cluedoo modules offer advanced features for your HR department, covering modules on expense, timesheet, leave, employee book, and payroll.
OUR FEATURES AS SOLUTION
Expense Budget Information
Add budget for products
Budget control
Determine if expense is in or out of budget, by what amount
HOW TO USE THIS MODULE
1
In Expense -> Configuration -> Expense Categories, access the desired expense categories.
You can assign a budget for the particular product in Expense Budget.
2
When employees create a new expense, they can select the expense category. Total budget will be automatically generated based on the set expense budget.
If the total cost is within budget, the remaining budget will be automatically calculated in field "Gap" and field "Expense Control" will appear as "In Budget".
If the total cost exceeds the budget, the surpassing amount will also be automatically calculated as a negative number in field "Gap" and field "Expense Control" will appear as "Out Budget".
3
The expense report will also contain field "Expense Control" so HR can observe if the cost is In Budget or Out Budget.
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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