Odoo Expenses: From a photo on your mobile to the expense report

Odoo Channel / Odoo Experience 2016

By Yannick Tivisse - Odoo Developer

Share on Social Networks

Share Link

Use permanent link to share in social media

Share with a friend

Please login to send this presentation by email!

Embed in your website

Select page to start with

Post comment with email address (confirmation of email is required in order to publish comment on website) or please login to post comment

15. Manager: Expenses Analysis

5. Use Case / Process 2

17. Demonstration 3

18. Conclusion 4

20. Questions 5

3. Overview & Key Features 1

13. Accountant: Payment The accountant can reimburse the employee and make the reconciliation automatically

21. Thank you. #odooexperience EXPERIENCE 2016

6. — Larry Freeman, manager As a manager, I easily manage employees’ expenses. I can create upstream expense products with predefined parameters and I can follow, validate and analyze downstream my team’s expenses. Once I have validated expenses, they are automatically submitted to the accounting department.

14. Salesman / Project Manager: Re-Billing The expenses linked to an analytic account are reported on a related sales order Select which expenses to charge to the customer

9. Employee: Expense Submission Overview and submit all your expenses Submit one or several expenses in an expense report Once done it’s the manager’s turn

7. — Tracy Waters, employee As an employee, I record expenses quickly & easily. I upload a picture of my ticket taken with my mobile phone, link my expenses to a project and submit them to my manager. I can even create an expense in one step by simply sending an email.

8. Employee: Expense Encoding Create expenses gradually before reporting them Encode expense data Attach your supporting documents (receipt, invoice, ...)

16. Employee: Get Mobile PRODUCT CODE and PRICE are optional Send an email with pictures in attachment to create automatically an expense

11. Manager: Expense Approval Approve Justify Refusals Refuse

1. Odoo Expenses From a photo on your mobile to the expense report Yannick TIVISSE • Developer EXPERIENCE 2016

12. Accountant: Final Validation The accountant takes the final decision & generates the accounting entries Evaluation of the accuracy of the information In addition of the manager, the accountant can also refuse expenses

10. Manager: Expense Follow-Up Evaluation of the relevance of the information All information on hand to make a decision Ask for more information & discuss with the employee

2. Overview & Key Features 1 Use Case / Process Demonstration Conclusion Questions 2 3 4 5

19. Conclusion The key benefits for expense management are for: ● Employees: ○ Quick and easy encoding of his expenses ● Managers: ○ Follow up of his employees’ expenses → relevance evaluation ○ Expenses analysis ● Accountant: ○ Final validation → accuracy evaluation ○ Posting of accounting entries ○ Payment recording ● Salesmen / Project managers: ○ Customer invoicing

4. Expense Management, Key Assets Employee Salesman / Project Manager Manager Accountant - Re-billing the customer - Clear overview of the information to encode - File attachment - Easy submission - Send expenses by email - Clear control & easy validation - Justification of refusals - Creation of expense product - Expense Analysis - Posting of accounting entries - Reimbursing the employee - Effortless reconciliation

Views

  • 731 Total Views
  • 590 Website Views
  • 141 Embeded Views

Actions

  • 0 Social Shares
  • 0 Likes
  • 0 Dislikes
  • 0 Comments

Share count

  • 0 Facebook
  • 0 Twitter
  • 0 LinkedIn
  • 0 Google+

Embeds 1

  • 1 tecnativa.com