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Allow to manually re-invoice expenses

Project description

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

With this module Expense products can be configured to not reinvoice expenses automatically. Instead, they will be listed in a new menu Expenses to Reinvoice for a manager to manually review them and either reinvoice or discard them.

Table of contents

Configuration

On the Expense Product, set the Re-invoice Mode:

  • Automatically: Expenses are automatically re-invoiced when they’re posted (standard)

  • Manually: Expenses have to be manually re-invoiced by a manager

https://raw.githubusercontent.com/OCA/hr-expense/15.0/sale_expense_manual_reinvoice/static/description/configure.png

Usage

After Expenses of products configured with Manual Re-invoice Mode have been approved and posted, find them under the Expenses to Reinvoice menu.

Review their Customer to reinvoice field, select the ones you want to process and click either Reinvoice or Discard

https://raw.githubusercontent.com/OCA/hr-expense/15.0/sale_expense_manual_reinvoice/static/description/reinvoice.png

Discarded expenses will be hidden from the list, but you can still access them by removing the default search filter.

Known issues / Roadmap

Some abstraction could be done to have the same mechanism work for all reinvoiceable analytic lines, like the ones generated from purchase invoices.

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

  • Camptocamp SA

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:

ivantodorovich

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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