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Expense Tier Validation

Project description

Beta License: AGPL-3 OCA/hr-expense Translate me on Weblate Try me on Runboat

This module extends the functionality of Expense Reports to support a tier validation process.

Table of contents

Configuration

To configure tier validation for HR expenses:

  1. Go to Settings > Technical > Tier Validations > Tier Definition

  2. Create the desired approval tiers for the hr.expense model.

To define exceptions for expense approvals:

  1. Go to Settings > Technical > System Parameters

  2. Search for “hr_expense.tier_exceptions” in the system parameters.

  3. Add the necessary fields that should be excluded from tier validation.

Usage

To use this module, you need to:

  1. Create a Expense Report triggering at least one “Tier Definition”.

  2. Click on Request Validation button.

  3. Under the tab Reviews have a look to pending reviews and their statuses.

  4. Once all reviews are validated click on Approve.

Additional features:

  • You can filter the Expense Reports requesting your review through the filter Needs my Review.

  • User with rights to confirm the Expense Report (validate all tiers that would be generated) can directly do the operation, this is, there is no need for her/him to request a validation.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Ecosoft

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

ps-tubtim

This module is part of the OCA/hr-expense project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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