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価格表: FWA-FR_Public Pricelist EUR 価格表

Expense Approvals

Allow users to create a draft expense report directly from approvals, linking them for easy editing, tracking, and reporting.
171.82 € 171.82 € (税抜)
US$ 200.00 (税抜)

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ODOO'S FUNCTION

In Odoo, approvals cannot directly generate or link to expense reports. Users need to create expenses manually, and there is no automatic connection between approvals and expense entries.

CLUEDOO'S FUNCTION

CLuedoo adds a new Approval Type: Create Expense Report. Creating this approval generates a draft expense report linked to the approval. Users can modify it, see a Total Approved amount, access an Expense List tab, and generate PDFs from the approval.

1. Go to Approvals > Configuration > Approval Types > We have a new type: Create Expense Report

Note: In v19, Approval Types = Approval Categories

2. Go to Approvals Dashboard and submit a New Request

Fill in the necessary information like Expense Currency, Product(s), Expense Amount, etc., 

3. Submit the request > After the request is approved, there will be option to Create Expense Report > Click on it
An expense report will be created with the following functions:

  • Approvals smart button to link to the related approval request
  • Total Approved Amount from the approval request
  • Ability to modify the expenses from the expense report
You can check all the expenses linked to the expense report via the Expenses smart button
4. Return to the approval

  • An Expense Report smart button has been added to link the approval request with its expense report
  • An Expenses tab in the approval displays all expenses included in that report
5. Click on the saw-edged icon > Print > Expense Approval Request
You will have a PDF report showing all the details from your expense report.