Traktamente App - User Manual

Manage daily travel allowances (domestic & international) with automatic deductions and visited-country tracking.

1. Introduction:

This module enhances Odoo's Expense system by automating Swedish Traktamente (per diem) management. It allows you to:

- Automatically calculate daily allowances (domestic & international)
- Distinguish between Swedish and foreign travel based on trip dates
- Track visited countries and apply corresponding per diem rates
- Handle deductions for company-paid meals and lodging

2. Installation:

1. Place the module folder inside your custom addons directory.
2. In Odoo:

- Go to Settings → Activate Developer Mode
- Click Update Apps List
- Search for 'Traktamente' and install the module

3. Configuration:

A. Define Traktamente Values
Go to: Expenses → Configuration → Traktamente
Here, you'll set up the official per diem rates for:
- Sverige (Domestic)
- International (Utomlands) - one per country code

Importing Official Rates from Skatteverket

You can either:

1. Manually enter values for each year, or
2. Download the official rates from Skatteverket and import them directly into Odoo.

4. Creating a Travel Expense:

1. Go to Expenses → New Expense.
2. Select one of the special travel products:
Here, you'll set up the official per diem rates for:
- TRAKTI → Domestic Travel
- TRAKTU → International Travel

3. Set the following fields
- Travel Start/End Dates
- Departure and Arrival Datetimes

Odoo automatically determines:
- The number of eligible days
- Whether each day counts as domestic or international

5. Domestic vs International Travel Logic:

- Before Departure → Counted as Domestic
- After Return to Sweden → Counted as Domestic
- Between Departure & Return → Counted as International

If a day is partly spent in Sweden and partly abroad, the system compares time spent in each region (using 06:00 - 24:00 logic) to decide.

6. Visited Countries:

When using TRAKTU (International Traktamente):
A new tab 'Visited Countries' appears.
Here, specify:
- Country
- From/To Dates (must be within your travel period)

The system uses this to:
- Apply correct daily rates per country
- Calculate allowances when moving between countries

7. Daily Allowances:

The system determines:
- Full or half days
- Domestic vs international travel
- If lodging was provided

You can update these anytime via Expenses → Configuration → Traktamente.

8. Deductions:

For each travel day, the system asks whether the company paid for:
- Breakfast
- Lunch
- Dinner

If checked, the corresponding deduction percentage (or flat amount for Sweden) is applied automatically.