経費承認

In Odoo, most users cannot approve expense reports; only users with the necessary access rights or permissions can. This means that a user must have at least Team Approver rights for the Expenses app. Employees with the necessary rights can review expense reports, approve or refuse them, and provide feedback with an integrated Refuse Expense communication tool.

ユーザの管理およびアクセス権の詳細については、アクセス権ドキュメント を参照して下さい。

経費レポートを見る

Users who are able to approve expense reports (typically managers) have an Expense Reports main navigation button at the top of the Expenses app. This allows managers to view all expense reports they have access rights for. Navigate to Expenses app ‣ Expense Reports, to view the All Reports dashboard.

ステータスが 未申請, 申請済, 承認済, 記帳済, または 完了 の経費報告の一覧が表示されます。ステータスが 否認 の経費報告はデフォルトでは非表示になります。

経費報告を承認する

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

重要

Only reports with a status of Submitted can be approved.

左列の ステータス セクションにある 未申請 フィルタの横にあるチェックボックスをオンにして、未申請 のレポートのみを表示することをお勧めします。

レポートが承認 できない 場合、報告を承認 ボタンは、全ての報告 ページに表示 されません。

個々の報告を承認する

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

From here, several options are presented: Approve, Refuse, and Reset to draft. Click Approve to approve the report.

複数の報告を承認する

複数の経費報告を一度に承認するには、まず 経費アプリ ‣ 経費報告 に移動して経費報告のリストを表示します。次に、承認する各報告書の横にあるチェックボックスにチェックを入れるか、従業員 列のタイトル横にあるチェックボックスにチェックを入れ、リスト内の全ての報告書を選択します。

次に、:guilabel:`報告を承認`ボタンをクリックします。

ちなみに

Team managers can view all the expense reports for their team members only. 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.

経費報告を否認する

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 detailed expense 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 either Send message or Log note to open a message text box.

Type in a message, tagging the proper people, and post it to the chatter by clicking Send or Log, depending on the method of communication. The message is posted in the chatter, and the tagged people are notified via email.

注釈

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

To refuse an expense report, click Refuse, and a Refuse Expense pop-up window loads. Enter a brief explanation for the refusal on the Reason line, then click Refuse.

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