![]() If it will be invoiced back to a client, this should be set to 'At cost' or 'Sales price'.Įmployees can enter their own expenses, and those with proper permissions can enter expenses on behalf of employees. This should be set to 'No' for all expenses that will not be invoiced back to a client. ![]() Vendor Taxes: Taxes that are automatically applied when this expense is purchased.Ĭustomer Taxes: Taxes that are automatically applied when this expense is sold/charged to a client. Here are some example expense product and account matchups: For example, Travel Expenses are assigned a Travel Expenses expense account. Otherwise, select the individual company to which this applies.Įxpense Account: This should be an expense account that makes sense for the type of product. Internal Reference: When emailing expenses, this code will serve as a subject prefix when submitting expenses via email.Be creation to keep these unique.Ĭompany: If you're in a multi-company environment, leave this blank to apply to all companies. Unit of Measure: Enter the unit of measure for this product (e.g. Cell Phone), but you may wish to leave this at $0 and set the price appropriately on each expense. Other Products: Various products for other expenses, such as office supplies, cell phones, postage, subscriptions, etc.Ĭost: This can be configured with a default cost for things like regular monthly expenses (e.g. Meals and Entertainment : Used for meals and food purchases that will be invoiced back to a customer. Meals and Entertainment : Used for meals and food purchases that will not be invoiced back to a customer. Travel Expenses : Used for airfare, car rental, hotels and other similar expenses that are associated with client travel and will be invoiced back to a customer. Travel Expenses : Used for airfare, car rental, hotels and other similar expenses that are associated with travel that is not being invoiced back to a customer. Here are some common expense products to serve as examples: Complete the following form according to these guidelines: To create a new Expense Product, click NEW. ![]() Click CONFIGURATION > EXPENSE PRODUCTS to see a list view of Expense Products, if any exist. We will not be covering this functionality in our documentation, but if you need help, please contact us.Įxpense Products are products that have the 'Can be Expensed' checkbox selected. Reimburse in Payslip: Select this option to reimburse via payslip rather than separate payments.Įxpense Digitalization (OCR): This is a paid Odoo feature that will digitalize scanned/uploaded receipts for a more automated method of expense entry into the Expenses app. Incoming Emails: If selected and you have configured your Odoo system for Custom Email Servers in your General Settings, you will enter an email alias where expenses can be emailed to in order to generate expenses. Within the Expenses application, click on CONFIGURATION > SETTINGS. ![]()
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