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  1. APPS
  2. Expenses
  3. Quick Expense Entry for Odoo: Expense Tracking & Reporting v 18.0
  4. Sales Conditions FAQ

Quick Expense Entry for Odoo: Expense Tracking & Reporting

by Reliution https://www.reliution.com
Odoo
v 18.0 Third Party 5
Download for v 18.0 Deploy on Odoo.sh Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Expenses (hr_expense)
• Employees (hr)
• Invoicing (account)
• Discuss (mail)
Lines of code 350
Technical Name rcs_quick_expense
LicenseLGPL-3
Websitehttps://www.reliution.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Expenses (hr_expense)
• Employees (hr)
• Invoicing (account)
• Discuss (mail)
Lines of code 350
Technical Name rcs_quick_expense
LicenseLGPL-3
Websitehttps://www.reliution.com

Quick Expense Entry for Odoo: Expense Tracking & Reporting

Quick Expense Entry for Odoo: Expense Tracking & Reporting simplifies the way users create expense records by introducing a floating action button that works across the entire backend interface. Instead of navigating through multiple menus, users can instantly open an expense form from anywhere in Odoo with a single click. This Odoo backend shortcut tool ensures that logging costs never interrupts your primary tasks.

This lightweight module is designed to improve productivity by reducing clicks and saving time for users who frequently log expenses. The expense form popup Odoo provides ensures that users can create and submit expenses without losing their place in their current workflow. It is the ultimate Odoo productivity tool for teams that value efficiency.

With a draggable interface and support for touch devices, the module offers flexibility and ease of use across desktops, tablets, and different working environments. It is an ideal solution for organizations looking to simplify expense management and enhance the overall user experience in Odoo.

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configuration_icon Features
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configuration_icon Workflow

Hot Features


Floating Action Button:

Access the expense form from any screen in the Odoo backend.

Instant Popup Form:

Create records without navigating away from your current page.

Draggable UI:

Reposition the button anywhere on your screen for an unobstructed view.

Persistent Positioning:

The button stays where you last placed it, even after refreshing.

Touch-Device Support:

Optimized for tablets and mobile browsers with smooth drag-and-drop.

Zero Configuration:

"Install and Go" functionality with no complex setup required.

One-Click Expense Creation:

Drastically reduces the number of clicks needed to log costs.

Detailed Features

Rapid Expense Logging: The core of this module is the one click expense Odoo experience. By eliminating the need to navigate to the HR Expense module manually, users can log receipts the moment they think of them, ensuring higher accuracy and fewer forgotten entries.
Intuitive Draggable Interface: Every user has a different screen layout preference. Our draggable button Odoo feature allows you to move the shortcut to any corner of your browser. Using local storage, Odoo remembers your preferred position across different sessions, providing a truly personalized Odoo UI enhancement module.
Tablet and Mobile Optimized: For field employees using tablets, the module supports native touch gestures. This makes fast expense logging a reality for team members who are on the go and don't have time to navigate complex menu trees.
Seamless Workflow Continuity: Because the module uses an Odoo expense popup form, your background work remains active. Whether you are in the middle of a complex manufacturing order or a CRM lead, you can pop open the expense entry, save it, and get right back to work without a single page reload.

Set Up

Download and Install: Locate the module in the Odoo App Store and click install.

Refresh Your Browser: Once the installation is complete, refresh your Odoo screen.

Work Flow

Access: Click on the floating Quick Expense button visible on your screen.

Input: A popup expense form opens instantly over your current view.

Submit: Enter the required expense details, attach receipts if necessary, and save the record.

Continue: The expense is created in the background, and you can continue your previous task without any navigation lag.

Industry-Specific Use Cases

Corporate Teams:
Employees can log daily travel or meal expenses instantly while managing their standard office tasks.
Field Service & Sales::
Sales reps on the road can use the Odoo expense quick add on their tablets to log fuel or client entertainment costs immediately.
Finance Departments:
Accountants can quickly enter miscellaneous office costs while performing audits in other modules.
HR Teams:
Simplifies the HR expense quick create process for internal staff, leading to faster reimbursement cycles.

Frequently Asked Questions (FAQs)

Does the button stay in the same place if I refresh my page?

Yes! The draggable button Odoo functionality uses local storage to remember exactly where you placed it, ensuring it stays out of your way.

Can I use this on my tablet or iPad?

Absolutely. The module is fully optimized for touch devices, allowing you to drag and click the button easily on mobile browsers.

Does this module require any special configuration?

No. It is a "Plug-and-Play" Odoo productivity tool. Simply install it, and the button will appear for all users with expense creation rights.

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Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

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