Reportistica note spese

When expenses are ready to submit (such as, at the end of a business trip, or once a month), an expense report needs to be created. Open the main Expenses app dashboard, which displays the My Expenses dashboard, by default. Alternatively, navigate to Expenses app ‣ My Expenses ‣ My Expenses.

Expenses are color-coded by status. Any expense with a status of To Report (expenses that still need to be added to an expense report) is shown in blue text. All other statuses (To Submit, Submitted, and Approved) the text appears in black.

Creare report spese

First, select each desired expense to be added to the report on the My Expenses dashboard, by ticking the checkbox next to each entry, or quickly select all the expenses in the list by ticking the checkbox next to the Expense Date column title, if needed.

Another way to quickly add all expenses that are not on a expense report, is to click the Create Report button, without selecting any expenses, and Odoo automatically selects all expenses with a status of To Submit that are not already on a report.

Nota

È possibile selezionare qualsiasi spesa dall’elenco Le mie spese, ad eccezione delle spese con stato Approvato.

Il pulsante Crea report è visibile finché è presente almeno una spesa nell’elenco con stato Da riportare o Da inviare.

When the Create Report button is clicked, all expenses with a status of To Submit that are not currently on another expense report appears in the newly-created expense report.

Se tutte le spese nel report Le mie spese sono già associate a un altro report spese, appare una finestra pop-up Operazione non valida, che indica Non hai spese da riportare.

Once the expenses have been selected, click the Create Report button. The new report appears with all the expenses listed in the Expense tab. If there is a receipt attached to an individual expense, a (paperclip) icon appears between the Customer to Reinvoice and Analytic Distribution columns.

When the report is created, the date range for the expenses appears in the Expense Report Summary field, by default. It is recommended to edit this field with a short summary for each report to help keep expenses organized. Enter a description for the expense report, such as Client Trip NYC, or Office Supplies for Presentation, in the Expense Report Summary field.

The Employee, Paid By, and Company fields autopoulate with the information listed on the individual expenses.

Next, select a Manager from the drop-down menu to assign a manager to review the report. If needed, update the Journal field, using the drop-down menu.

Se mancano alcune spese dal report, possono ancora essere aggiunte da questo modulo del report. Per farlo, fare clic su Aggiungi una riga nella parte inferiore della scheda Spesa.

An Add: Expense Lines pop-up window appears, displaying all the available expenses (with a To Submit status) that can be added to the report.

If a new expense needs to be added that does not appear on the list, click New to create a new expense and add it to the report.

Tick the checkbox next to each expense being added, then click Select.

Doing so removes the pop-up window, and the items now appear on the report.

Nota

Expense reports can be created in one of three places:

1. Navigate to the main Expenses app dashboard (also accessible, via Expenses app ‣ My Expenses ‣ My Expenses)

2. Navigate to Expenses app ‣ My Expenses ‣ My Reports

3. Navigate to Expenses app ‣ Expense Reports

In any of these views, click New to create a new expense report.

Inviare report spese

Quando un report spese è completato, il passaggio successivo è inviare il report a un responsabile per l’approvazione. Per visualizzare tutti i report spese, passare a app Note spese ‣ Le mie spese ‣ I miei report. Aprire il report specifico dall’elenco dei report spese.

Nota

I report devono essere inviati singolarmente e non possono essere inviati in blocco.

If the list is large, grouping the results by status may be helpful, since only reports with a To Submit status need to be submitted; reports with an Approved or Submitted status do not.

The To Submit expenses are identifiable by the To Submit status, and by the blue text, while all other expense text appears in black.

Nota

Lo stato di ciascun report è mostrato nella colonna Stato. Se la colonna Stato non è visibile, fare clic sull’icona (opzioni aggiuntive) alla fine della riga e spuntare la casella accanto a Stato dal menu a discesa risultante.

Click on a report to open it, then click Submit To Manager. After submitting a report, the next step is to wait for the manager to approve it.

Importante

Approving expenses, posting expenses, and reimbursing expenses are only for users with the appropriate access rights documentation.