지출결의서¶
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 .
All 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) appears in blue text. For all other statuses (To Submit, Submitted, and Approved) the text appears in black.
지출결의서 생성하기¶
First, select the desired expense to be added to the report on the My Expenses dashboard by ticking the checkbox next to each entry.
참고
경비 상태가 승인 완료 인 경우를 제외하고, 내 경비 목록에서 모든 경비를 선택할 수 있습니다.
보고 예정 또는 제출 예정 상태인 경비가 목록에 하나 이상 있으면 보고서 만들기 버튼이 목록에 표시됩니다.
When the Create Report button is clicked, all expenses with a status of To Submit that are not currently on another expense report appear in the newly-created expense report.
내 경비 보고서에 있는 모든 경비가 이미 다른 지출결의서와 연결되어 있는 경우 잘못된 작업 팝업 창이 나타나며 제출할 경비가 없습니다. 메시지가 표시됩니다.
Once the expenses have been selected, click the Create Report button.
팁
Another way to add all expenses that are not currently on an 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.
The new report loads with all the expenses listed in the Expense tab. If there is a receipt attached to an individual expense, a (paperclip) icon appears on the expense line.
When the report is created, the date range for the expenses appears as the Expense Report
Summary, by default. It is recommended to edit this field with a brief 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 are populated with the information listed on the individual expenses.
참고
The Company field only appears in a multi-company database.
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.
일부 경비가 결의서에서 누락된 경우에는 이 결의서 양식에 추가하면 됩니다. 추가하려면 경비 탭 하단에 있는 줄 추가 를 클릭합니다.
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 closes the pop-up window, and the items now appear on the report.
팁
Expense reports can be created in one of two ways:
Navigate to the main dashboard (also accessible, via ) and click Create Report.
Navigate to and click New.
지출결의서 제출하기¶
지출결의서 작성이 완료되면 그 다음 단계로 관리자에게 보고서를 제출하여 승인을 받습니다. 전체 지출결의서를 확인하려면 로 이동합니다. 지출결의서 목록에서 결의서를 엽니다.
참고
결의서는 반드시 개별 제출해야 하며, 일괄 제출은 할 수 없습니다.
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.
Click on a report to open it, then click Submit To Manager. After submitting a report, the next step is for management to review and approve it.
참고
각 보고서의 상태는 상태 열에 표시됩니다. 상태 열이 표시되지 않는 경우에는 행 끝에 있는 :guilabel:` (추가 선택)` 아이콘을 클릭한 후 드롭다운 메뉴가 나타나면 상태 옆에 있는 확인란에 표시합니다.
중요
Approving expenses, posting expenses, and reimbursing expenses are only for users with the appropriate access rights.