Employee Travel Management & Expenses

by
Odoo          
v 12.0 Third Party

30.00 €

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Technical name aspl_hr_travel_management
LicenseSee License tab
Websitehttps://www.acespritech.com
Required Apps Project
Expenses
Invoicing
Employees
Technical name aspl_hr_travel_management
LicenseSee License tab
Websitehttps://www.acespritech.com
Required Apps Project
Expenses
Invoicing
Employees

Odoo 12 Employee Travel Management & Expenses (Community)

Note: This module is tested and working in Odoo community edition but not tested in Enterprise version. And we are supporting Ubuntu OS and not Windows OS.

Features

  • Employee can generate their own travel request for multiple locations.
  • Employee travel request contains predefine expenses according to employee's grade.
  • Employee can get amount in multiple currency it managed by account manager.
  • Employee can submit their travel request to his/her employee manager and if employee manager is not available than HR manager can confirm the request.
  • Employee travel request confirmed by employee manager and process to HR manager for approval.
  • HR manager can approve the travel request and expenses.
  • Once journey is started in between also employee can put extra expenses.
  • Once trip is completed all expenses are confirmed by HR manager and close the trip.
  • Flow :- Draft >> Waiting for confirmation >> Confirmed >> Approved >> Ongoing >> Trip completed >> Closed

How to use

  • Here is the configuration menus for setup expenses, grading level and expenses amount based on grading level of employee.


  • Employee->Configuration->Grade you can setup grading levels.


  • Employee->Configuration->Expense Types you can create the expenses which required for travel request.


  • Employee->Configuration->Expenses(Grade) you can set expenses based on grading levels of employee.


  • In employee basic form in work information tab you can set grading level for employee.


  • Employee->Travel Request Here, employee can generate their own travel request.


  • "Travel Information" tab employee can add multiple locations for visit and employee can also provide details of meeting in comment and reason of visit is must be specified.
  • Employee can also specify customer and project for which he/she want to travel.


  • Configure the account for multi-currency payment which account is credited.
  • Make sure that multi-currency in account invoice is Enabled.


  • In "Currency" tab Account Manager can pay the requested amount in multiple currency by clicking on "Journal Entry" button.


  • Journal entry of travel request multi-currency payment.


  • In "Proposed Expenses" tab Employee can see the basic expenses details and HR manger can update amount with reason.
  • HR manager can convert proposed expenses into "Expenses" by clicking on "Add to Expenses" button.


  • At "Expenses" tab employee can add expenses while travel request is in ongoing state.


  • In "Expenses" tab all expenses must be paid before HR manager close the travel request.
  • Travel expenses done by the "Expense Manager".


  • If all expenses are paid by expense manager HR manager can close the travel request.


NOTE: We give 60 days support for our customers. Before trying in your live db, please ask us to provide you for test link. If any other custom modules are installed and because of that some errors occurs then we charge extra.

Contact us for support, query, customization

Website | Blog | Email us | Skype: acespritech
Acespritech Solutions Pvt. Ltd. License v1.0

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