批准报销

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.

请参阅 访问权限文档 了解有关管理用户及其访问权限的更多信息。

查看费用报告

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.

状态为 待提交、已提交、已批准、已过账 或 已完成 的所有支出报告列表将出现。状态为 已拒绝 的支出报告默认为隐藏。

批准费用报告

审批费用报告有两种方式：逐个审批 或 批量审批 。

重要

只有状态为 已提交 的报告才能被批准。

建议只显示 已提交 报告，方法是勾选 状态 部分左侧栏中 已提交 筛选器旁边的复选框。

如果报告 无法 获得批准，则:guilabel:批准报告 按钮 不会 出现在 所有报告 页面上。

批准单个报告

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.

批准多项报告

要一次批准多个费用报告，首先导航到 费用应用程序 ‣ 费用报告，查看费用报告列表。然后，通过勾选每个要批准的报告旁边的复选框，来选择要批准的报告，或勾选 员工 列标题旁边的复选框，选择列表中的所有报告。

然后，点击 批准报告 按钮。

小技巧

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.

拒绝费用报告

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.

注解

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.