Approve expenses

Trong Odoo, không phải ai cũng có thể phê duyệt báo cáo chi phí, chỉ những người dùng có quyền hạn (hoặc quyền) cần thiết mới có thể làm điều đó. Điều này có nghĩa là một người dùng phải có ít nhất quyền Người phê duyệt của bộ phận cho ứng dụng Chi phí. Nhân viên có quyền cần thiết có thể xem xét báo cáo chi phí, phê duyệt hoặc từ chối chúng, và cung cấp phản hồi nhờ công cụ trao đổi thông tin tích hợp.

Please refer to the access rights documentation to learn more about managing users and their access rights.

Xem báo cáo chi phí

Users who are able to approve expense reports, typically managers, can easily view all expense reports they have access rights to. Go to Expenses app ‣ Expense Reports, to view the All Reports dashboard.

A list of all expense reports with a status of either To Submit, Submitted, Approved, Posted, or Done appears. Expense reports with a status of Refused are hidden, by default.

Phê duyệt báo cáo chi phí

Expense reports can be approved in two ways: individually or in bulk.

Quan trọng

Only reports with a status of Submitted can be approved.

It is recommended to display only Submitted reports by ticking the checkbox beside the Submitted filter, in the left column, under the Status section.

If a report is not able to be approved, the Approve Report button does not appear on the All Reports page.

Approve individual reports

To approve an individual report, navigate to Expenses app ‣ Expense Reports, and click on an individual report to view the report form.

From here, several options are presented: Approve, Refuse, and Reset to draft.

Click Approve to approve the report.

Approve multiple reports

Để phê duyệt nhiều báo cáo chi phí cùng lúc, trước tiên hãy đi đến Ứng dụng Chi phí ‣ Báo cáo Chi phí để xem danh sách các báo cáo chi phí. Tiếp theo, chọn các báo cáo cần phê duyệt bằng cách đánh dấu vào hộp kiểm bên cạnh mỗi báo cáo cần phê duyệt, hoặc đánh dấu vào hộp kiểm bên cạnh tiêu đề cột Nhân viên để chọn tất cả báo cáo trong danh sách.

Next, click the Approve Report button.

Mẹo

It is possible for team managers to view all the expense reports for just their team members.

To do so, while on the All Reports page, click the (down arrow) to the right of the search bar, then click My Team in the Filters section.

This presents all the reports for only the manager's team.

Từ chối báo cáo chi phí

Expense reports can only be refused on the individual expense report, and not from the All Reports dashboard. To open an individual expense report, navigate to Expenses app ‣ Expense Reports, then click on an individual expense report to view the report form.

If more information is needed, such as a missing receipt, communicate any necessary information requests in the chatter of the report form. On the individual expense report, click Send message to open a message text box.

Type in a message, tagging the proper people, and post it to the chatter by clicking Send. The message is posted in the chatter, and the tagged people are notified, via email.

Ghi chú

The only people that can be tagged in a message are followers of the specific report. To see who is a follower, click the (user) icon to display the followers of the expense report.

To refuse an expense report, click Refuse, and a Refuse Expense pop-up window appears. Enter a brief explanation for the refusal beneath the REASON TO REFUSE EXPENSE field, then click Refuse.

Once the expense report is refused, the status changes to Refused, and the only button that appears in the top-left is Reset to Draft.