| Availability |
Odoo Online
Odoo.sh
On Premise
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| Lines of code | 166 |
| Technical Name |
taqnix_expense |
| License | LGPL-3 |
| Website | https://www.yourcompany.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 166 |
| Technical Name |
taqnix_expense |
| License | LGPL-3 |
| Website | https://www.yourcompany.com |
| Versions | 18.0 19.0 |
Introduction
Field Expense Management
The all-in-one bridge between your field operations and accounting department.
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Why choose this module?
Managing expenses from the field shouldn't be a headache. This module eliminates the need for paper trails by allowing your team to submit claims instantly.
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Need custom features or help?
Our team is available for onboarding and customization.
Contact Support
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Expense Dashboard
Smart expense visibility for field and remote teams
Expense Summary (30 Days)
Review the last 30 days expenses with insights into spending patterns and total value.
- Clear spending overview
- Improved budget control
Expense Status
Monitor expenses in real-time and take action as required.
Smart Alerts
Get automated notifications for missing receipts, drafts, or incomplete entries.
Quick Creation
Add new expenses instantly from the dashboard to save time and improve efficiency.
Light Interface
Dark Interface
Expense Status Workflow
Structured expense approval workflow
Draft Status 1The initial entry is saved locally. Gather receipts and finalize descriptions before entering the official audit trail. |
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To Submit Status 2Information is verified as complete. The expense remains in the outbox until the user triggers the submission. |
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Pending Status 3Evaluating by management. The record is locked for editing while the reviewer checks for policy compliance. |
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Approved Status 4Claim authorized. Passed to the Finance department for final reconciliation and payment cycle inclusion. |
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RejectedDenied claims return to the user with feedback. Discrepancies must be addressed before resubmitting. |
Personal Reimbursement
For expenses paid via personal funds. Repaid directly through payroll or bank transfer.
Company Paid
Transactions made using Company Cards.. Recorded for bookkeeping without employee payout.
Draft (Light mode)
Pending and Approved (Light mode)
Filters (Light mode)
Draft (Dark mode)
Pending and Approved (Dark mode)
Filters (Dark mode)
Expense Calendar
Effortlessly track and filter your spending timelines with precision.
Quick Filter Selection
A. Adaptive Timeframes
Switch instantly between weekly and monthly views to audit short-term spending.
B. Rolling 30-Day Audit
Analyze your most recent activity with a dynamic rolling window.
C. Granular Custom Ranges
Define specific start and end dates to isolate expenses for unique projects.
D. Visual Heatmaps
Identify high-spending days at a glance within the calendar grid.
Calendar View (Light mode)
Calendar View (Dark mode)
Expense Details View
Achieve 360° transparency with detailed record-keeping and live workflow tracking.
Title & Description
Full context of the expense including purpose and business justification.
Amount & Currency
Precise value tracking with support for multi-currency auto-conversion.
Payment Mode
Categorize instantly as Cash, Personal Card, or Company Reimbursable.
Expense Date
Exact date of occurrence with automated fiscal period alignment.
Current Status
Real-time tracking: Draft, Submitted, Approved, or Refused states.
Attachments
Direct upload of receipts, PDF invoices, and photographic proofs.
Profile & Settings
Customize appearance, language, and personal preferences for a seamless field attendance experience.
Theme Preferences
- Light Theme for daytime
- Dark Theme for low-light
- System Theme auto-sync
- Instant theme switching
Profile Settings
- Edit name & contact
- Change profile photo
- Employee ID visibility
- Role-based access info
Language Support
- Multiple selections
- RTL & LTR support
- Auto-detect system lang
- Odoo translation sync
Settings(Light mode)
Settings(Dark mode)
Language Settings
Language Settings
How It Works
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Enter Expense InformationOpen the app and click "Create". Fill in the description, amount, and select the correct category (e.g., Travel, Food) with just a few taps. |
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Attach Digital ReceiptsEliminate paperwork by using the built-in camera or uploader. All attachments are automatically linked to the record for instant audit-ready compliance. |
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Approval WorkflowOnce submitted, managers receive a notification. They can review the digital proof on their dashboard and Validate the expense in one click. |
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Seamless ReimbursementFinance teams process the payment, and the status updates to "Paid" across Odoo, keeping your accounting and field team perfectly in sync. |
Key Benefits
Instant Submission
Submit claims from any device.
Smart Approval
Streamline manager verification workflows instantly.
Budget Accuracy
Eliminate manual data entry errors.
Rapid Reimbursement
Speed up employee payment cycles.
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Workflow
CORE FEATURES
Streamlined financial tracking and reimbursement.
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Digital Receipts
Upload photos or PDFs of receipts for instant digital record-keeping.
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Approval Workflow
Multi-level manager approval stages to verify and validate claims.
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Reimbursement Sync
Automatic integration with accounting for faster employee payouts.
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Expense Analytics
Visual heatmaps and reports to monitor category-wise spending.
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| Need help? Taqnix is here to support you. |
Get the Mobile App
Manage your expenses on the go with our Android application.
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Scan to Install
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Our Services
We deliver end-to-end Odoo solutions from implementation and customization to enterprise grade mobile applications helping teams streamline operations and stay connected in real time.
Odoo Implementation & Customization
Build scalable Odoo solutions aligned with your business workflows, security needs, and reporting goals.
- Custom Module Development: Build scalable apps tailored to your workflows and industry needs.
- UI & Business Logic Enhancements: Forms, lists, kanban, reports, dashboards, and automation.
- Security & Access Control: Roles, groups, record rules, multi-company and data-level permissions.
- Workflow Automation: Approvals, activities, scheduled actions, and smart notifications.
- System Integrations: Payment gateways, SMS/WhatsApp, external APIs, and third-party platforms.
- Data Migration & Imports: Clean mapping and migration from Excel/legacy systems into Odoo.
- Support & Maintenance: Ongoing support, performance tuning, and upgrade assistance.
Mobile App Development for Odoo
High-performance Flutter / native apps that connect seamlessly to your Odoo modules and field workflows.
- Flutter / Native Applications: High-performance Android & iOS apps aligned with Odoo processes.
- Secure Authentication: Role-based access with session/OAuth login and controlled permissions.
- Offline-First Capability: Work without connectivity and sync automatically when online.
- Media & Attachments: Capture photos, upload documents, add notes, and collect signatures.
- GPS & Navigation: Location capture, map view, and one-tap routing for site visits.
- Push Notifications: Real-time alerts for assignments, approvals, and status updates.
- Barcode / QR Scanning: Fast scanning for inventory, lots/serials, and warehouse locations.
Types of Odoo Mobile Apps We Build
We develop purpose-built mobile applications that integrate seamlessly with Odoo, based on your modules, roles, and operational requirements.
- Field Service / Technician App: Jobs, checklists, photos, signatures, GPS proof of work.
- Sales Team App: Leads, visits, quotations, orders, and follow-up activities.
- Delivery / Driver App: Route planning, proof of delivery, and real-time status updates.
- Warehouse / Inventory App: Receiving, picking, packing, transfers, and barcode scanning.
- POS Companion App: Order flow support, kitchen/queue screens, and operations visibility.
- Manufacturing / Shop Floor App: Work orders, time tracking, and material consumption.
- Maintenance App: Assets, preventive schedules, breakdown requests, and job logs.
- HR & Attendance App: Check-in/out, requests, approvals, and employee self-service.
- Customer Portal App: Orders, invoices, payments, support tickets, and service history.
- Inspection / Audit App: Digital forms, evidence capture, compliance reporting, and approvals.
Professional Support
Get fast assistance, implementation guidance, and ongoing support for your Odoo setup and mobile app rollout.
Note: Screenshots shown above are sample screens from the Odoo backend and the Field Service mobile app. You can customize forms, fields and workflow according to your business needs.
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