| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Discuss (mail) • Employees (hr) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1833 |
| Technical Name |
kaz_hr_expense_request_portal |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Discuss (mail) • Employees (hr) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1833 |
| Technical Name |
kaz_hr_expense_request_portal |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Versions | 17.0 18.0 19.0 |
Expense Request Portal
for Odoo
The Expense Request Portal module lets organizations empower employees to submit, track, and manage their business expenses in seconds no more chasing spreadsheets or paper receipts. With a secure, branded portal page you control, staff simply log in to create new expense requests, attach digital copies of receipts, and view the status of past and pending submissions. Automatic expense sheet generation and submission flows ensure that every request is routed to the right manager for approval, while built-in reminders and status updates keep employees informed at every step. Every creation, attachment upload, and approval action is logged automatically in Odoo with date, user, and state information providing full auditability and compliance. By streamlining expense workflows and giving employees transparent self-service tools, you free HR and finance teams from manual follow-ups and accelerate reimbursement cycles, all while maintaining a centralized, up-to-date record of every team memberâs expenses.
© 2025 Kaizen Principles
What's New in Expense Request Portal for Odoo
Expense Request Dashboard
Create New Expense
View Expense Details
Upload Receipts
Create Expense Report
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
End-User Self-Service expenses
Streamlined Approval Flow
Real-Time Visibility & Audit Trail
Seamless Odoo Integration
Reduce HR/Finance Overhead
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Expense Request Portal
Gain full visibility over your teamâs expenses monitor submissions, validate receipts, and empower employees to manage their own expense requests in real time. From creating new requests and uploading digital receipts to tracking past and pending submissions and checking reimbursement status, everything happens through a secure, branded portal experience. Automated expense-sheet generation and built-in reminders ensure no request falls through the cracks, while every action from request creation to manager approval is logged automatically in Odoo for complete traceability and compliance. Whether youâre overseeing budget planning, enforcing spending policies, or preparing for audits, this module centralizes and streamlines your expense management for greater accuracy, faster reimbursements, and peace of mind.
Track and Manage Your Expense Requests
Portal Dashboard Entry Point
View and Monitor All Expense Requests
Submit a New Expense Request
Review Expense Details & Upload Receipt
Submit Expense Report to Manager
Track and Manage Your Expense Requests
Get a clear, real-time view of all your submitted expense requests in one place. From travel and meals to equipment purchases, each entry shows key details like amount, status, reimbursement type, and submission date. Instantly see which expenses are pending, submitted, or awaiting reimbursement no more digging through emails or spreadsheets. Filter, sort, and act on your expenses directly from your portal dashboard for complete visibility and control over your spending.
Portal Dashboard Entry Point
Give your employees a seamless entry point to submit, review, and track their business expenses. The Expense Request tile is added directly to the Odoo portal dashboard, offering one-click access to the full self-service experience. Whether submitting new requests or revisiting previous ones, users can launch the process instantly no training or back-office navigation required. Clean, intuitive, and aligned with your branding, this integration ensures high adoption and maximum ease of use.
View and Monitor All Expense Requests
Get a clear and structured overview of all submitted expenses categorized, dated, and tax-calculated in real time. This portal page allows employees to track each request's name, category, tax amount, submission date, and current status, such as "To Submit" or "To Report." With direct access to this list, users can ensure all expenses are accounted for, stay updated on pending actions, and avoid duplicates or delays. It's the perfect hub for maintaining transparency, accountability, and alignment with your reimbursement policies.
Submit a New Expense Request
Filing a business expense is now faster than ever. Employees can fill out a simple, intuitive form to log new expenses selecting the category, entering the amount, choosing the tax rate, and setting the transaction date. The employee field is auto-filled for accuracy, ensuring requests are always linked to the correct user. With just one click, the request is saved and added to the portal dashboard for tracking and approval. This streamlined process encourages timely submissions and reduces manual errors in expense reporting.
Review Expense Details & Upload Receipt
Easily review all the key details of your submitted expense, including category, amount, tax, and date all in one clean, summarized view. Need to attach proof of purchase? Just select your receipt file and upload it directly from this page. Once uploaded, receipts are securely stored and linked to the expense record in Odoo, ensuring traceability and compliance. This step ensures that every submission is complete, verifiable, and ready for approval making audits and reimbursements seamless.
Submit Expense Report to Manager
Review your finalized expense summary before submission. This page provides a clear breakdown of who submitted the expense, who paid, the linked journal, and detailed expense lines including date, category, description, and amount. Once verified, employees can click Submit to Manager to route the report through the standard approval process in Odoo. This step ensures that every expense is tracked with proper accountability and moves through the correct approval channel streamlining reimbursements and enforcing policy compliance.
Why Kaizen
You know us as the makers of the Odoo "Expense Request Portal for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
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Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
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PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
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Consulting
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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