Utläggsrapporter

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.

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.

Skapa utgiftsrapporter

First, select the desired expense to be added to the report on the My Expenses dashboard by ticking the checkbox next to each entry.

Observera

Alla utgifter kan väljas från listan My Expenses, utom utgifter med status Approved.

Knappen Create Report är synlig så länge det finns minst en utgift i listan med status antingen To Report eller To Submit.

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.

Om alla utlägg i rapporten My Expenses redan är associerade med en annan utgiftsrapport visas ett popup-fönster med Invalid Operation där det står You have no expenses to report.

Once the expenses have been selected, click the Create Report button.

Tips

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.

Observera

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.

Om vissa utgifter saknas i rapporten kan de ändå läggas till från detta rapportformulär. Klicka på Lägg till en rad längst ner på fliken Utgifter.

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.

Tips

Expense reports can be created in one of two ways:

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

2. Navigate to Expenses app ‣ My Expenses ‣ My Reports and click New.

Skicka in utgiftsrapporter

När en utläggsrapport är klar är nästa steg att skicka rapporten till en chef för godkännande. För att visa alla utläggsrapporter, navigera till Utläggsappen ‣ Mina utlägg ‣ Mina rapporter. Öppna den specifika rapporten från listan över utläggsrapporter.

Observera

Rapporterna måste lämnas in individuellt och kan inte lämnas in i omgångar.

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.

Observera

Statusen för varje rapport visas i kolumnen Status. Om kolumnen Status inte är synlig klickar du på ikonen (additional options) i slutet av raden och markerar kryssrutan bredvid Status i rullgardinsmenyn som visas.

Viktigt

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