{"id":1298,"date":"2019-05-15T12:36:00","date_gmt":"2019-05-15T07:06:00","guid":{"rendered":"http:\/\/blog.tenthplanet.in\/?p=1298"},"modified":"2026-07-03T13:03:57","modified_gmt":"2026-07-03T07:33:57","slug":"how-to-manage-expense-management-inside-odooerp","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/blogs\/how-to-manage-expense-management-inside-odooerp\/","title":{"rendered":"Manage Employee Expenses using Expense Management in Odoo"},"content":{"rendered":"<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">Expense Management in Odoo is a solution for the management of Expense records in a Company. Expense records are managed efficiently in OdooERP system where the Employees can submit their expenses such as Travel Expenses, Daily Allowance, Food expenses etc., and these records can approved\/declined by the Managers. By this workflow, the expense management becomes an easier task. These expense records can later be viewed in the form of reports according to every employee<\/span><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">Expenses can be generated by the Employees and as well as by the Company. The description of the expense is mentioned along with the type of expense and the unit amount. <\/span><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">The type of expenses are:<\/span><\/p>\n<ul style=\"text-align: left\">\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Daily Allowance Expense, the allowance type and the location has to be mentioned<\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Local Conveyance Allowance, mode of travel must be given along with the unit amount<\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Travel Expense, the from and to location including the mode and the unit amount<\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Miscellaneous Expense, the type of the expense has to be mentioned along with the unit price<\/span><\/p>\n<\/li>\n<\/ul>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">Most importantly, the respective account for the expense record has to be mentioned and taxes also if any and based on all these information, the total amount will be generated by Odoo. <\/span><\/p>\n<p style=\"text-align: left\" align=\"justify\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1302 size-large\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_creation-1024x570.png\" alt=\"\" width=\"821\" height=\"457\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_creation-1024x570.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_creation-300x167.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_creation-768x427.png 768w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_creation.png 1202w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">Each expense record is maintained in a separate account such as Purchase Expenses, Deposit Account etc.,<\/span><\/p>\n<p style=\"text-align: left\" align=\"justify\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-1306\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_account_record-1-1024x373.png\" alt=\"\" width=\"821\" height=\"299\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_account_record-1-1024x373.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_account_record-1-300x109.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_account_record-1-768x280.png 768w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_account_record-1.png 1202w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">The next step is to attach a document if any, like the Expense bill etc.,. Once the document is attached, in the next step a report will be created for the expense record. In this, the journal for the expense can also be mentioned. After the report is created, the expense record can be submitted to the Manager. <\/span><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">The expense record moves in different stages such as:<\/span><\/p>\n<ul style=\"text-align: left\">\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Draft<\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Submitted<\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Approved<\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Posted <\/span><\/p>\n<\/li>\n<li>\n<p class=\"western\" align=\"justify\"><span style=\"font-size: large\">Paid<\/span><\/p>\n<\/li>\n<\/ul>\n<p style=\"text-align: left\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-1304\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_stages-1024x169.png\" alt=\"\" width=\"821\" height=\"135\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_stages-1024x169.png 1024w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_stages-300x49.png 300w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_stages-768x127.png 768w, https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_stages.png 1201w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">The Manager is allowed to Approve\/ Refuse the expense created by the Employee. <\/span><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">A notification email will be sent to the Employee at every stage.<\/span><\/p>\n<p class=\"western\" style=\"text-align: left\" align=\"justify\"><span style=\"font-size: large\">The expense records that are present can be viewed in the form of reports such as Pivot and Graph view<\/span><\/p>\n<p align=\"justify\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1303 alignleft\" src=\"https:\/\/tenthplanet.in\/blogs\/wp-content\/uploads\/sites\/21\/2019\/05\/expenses_report.png\" alt=\"\" width=\"275\" height=\"243\" title=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Expense Management in Odoo is a solution for the management of Expense records in a Company. Expense records are managed efficiently in OdooERP system<\/p>\n","protected":false},"author":23,"featured_media":1379,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[65,23,66,58],"class_list":["post-1298","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","tag-allowances-in-odoo","tag-odoo","tag-odoo-expense-management","tag-workforce-management-software"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/1298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/comments?post=1298"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/posts\/1298\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media\/1379"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/media?parent=1298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/categories?post=1298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/blogs\/wp-json\/wp\/v2\/tags?post=1298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}