Expenses and reimbursements

Quick summary: Use Expenses for documents issued to the employee. A bill issued to the company must be posted as a vendor bill and reimbursed through a separate workflow.

Before you start

Apps

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• Expenses

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Open Expenses in Odoo

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Employee expense

1. In Expenses, click New and enter the description, category, amount, date, and who paid.
2. Attach a readable receipt.
3. Select expenses, click Create Report, and Submit to Manager.
4. The manager approves or refuses the report with a reason.
5. Accounting uses Post Journal Entries and then prepares Payment.
6. Reconcile the bank debit with the created payment.

If the document names the company and its VAT number, use Reimburse an employee-paid vendor bill.

Caution

Choose Employee or Company correctly in Paid By. A wrong choice creates an incorrect reimbursement liability.

Guides

Reimburse an employee-paid vendor billTransfer the liability from the supplier to the employee and prepare reimbursement.