记录费用

Before expenses can be reimbursed, each individual expense needs to be logged in the database. Expense records can be created in four different ways: manually enter an expense record, upload a receipt, drag and drop a receipt onto the Expenses app dashboard, or email a receipt to a preconfigured email address.

手动输入费用

To record a new expense, open the Expenses app, which displays the My Expenses page, by default.

小訣竅

This view can also be accessed at any time by navigating to Expenses app ‣ My Expenses ‣ My Expenses.

Click the New button and fill out the following fields on the blank expense form that loads:

• Description: Enter a short description for the expense. This should be concise and informative, such as Lunch with client or Hotel for trade show.

• Category: Using the drop-down menu, select the expense category that most closely corresponds to the expense.

• 總計：透過以下兩種方式的其中一種，輸入已支付的開支總金額：

  1. 如果费用为单个项目/费用，且所选类别为单个项目，则在 总计 字段中输入费用（数量 字段隐藏）。

  2. If the expense is for multiples of the same item/expense with a fixed price, the Unit Price is displayed. Enter the number of units in the Quantity field, and the total cost is automatically updated with the correct total. The total cost appears below the Quantity.

     Example

     An employee received one dollar for each mile driven for work. The Category is [MIL] Mileage. The Unit Price is automatically populated with $1.00, which is the cost per mile configured for the expense Category [MIL] Mileage. The Quantity is set to 48, which is the number of miles driven, and the total is calculated to $48.00.

• Included Taxes: If taxes were configured on the selected expense category, the tax percentage and amount appear automatically after entering either the Total or the Quantity.

  備註

  在费用类别上配置税项时，包含税项 值会随着 总额 或:guilabel:数量 更新，而同步实时更新。

• Employee: Using the drop-down menu, select the employee associated with the expense.

• Paid By: Click the radio button to indicate who paid for the expense and should be reimbursed. Select either Employee (to reimburse) or Company. Depending on the expense category selected, this field may not appear.

• 费用日期：使用点击此字段时出现的日历弹出窗口，输入产生费用的日期。

• Account: If the selected expense Category has a specific account linked to it, that account appears in the Account field. If no account is specified, the default 600000 Expenses account populates this field. If a different account is desired, select the account the expense should be logged in.

• Customer to Reinvoice: If the expense should be paid for by a customer and the selected Category allows for reinvoicing of expenses, select the SO and customer to be invoiced for the expense using the drop-down menu. All sales orders in the drop-down menu list both the SO, as well as the company the sales order is written for. After the expense is saved, the customer name disappears, and only the SO is visible on the expense.

  Example

  A customer wishes to have an on-site meeting for the design and installation of a custom building, and agrees to pay for all expenses associated with the meeting, including travel, hotel, and meals for the traveling employees. All expenses tied to that meeting would indicate the sales order for the custom building (which also references the customer) as the Customer to Reinvoice.

• 分析分布： 从下来菜单中，选择开支应计入的账户，可以是 项目、:guilabel:`部门`或两者皆有。如有需要，每个类别可列出多个账户。输入账户旁边的百分比值，可调整每个分析账户所占的百分比。

• Company: If in a multi-company database, select the company the expense should be filed for using the drop-down menu. The current company automatically populates this field.

• 备注：如果需要任何注释以澄清费用，请在注释字段中输入。

上传附件

创建费用记录后，下一步是附加收据。点击 附加收据 按钮，将出现一个文件资源管理器。导航到要附加的收据，然后点击 打开。

新收据会记录在 沟通栏 中，收据数量会显示在 (paperclip) 图标旁边。根据需要，可将多个收据附加到单个支出记录。

上传费用

It is possible to have expense records created automatically by uploading a PDF receipt. To utilize this feature, a setting must be enabled, and IAP credits must be purchased.

数字化设置

要启用收据扫描，请导航到 费用应用程序 ‣ 配置 ‣ 设置，并勾选 费用数字化（OCR） 选项旁边的复选框。然后点击 保存。启用后，会出现其他选项。点击相应的单选按钮，选择下列选项之一：

• Do not digitize: Disables receipt digitization but does not uninstall the related digitization module.

• Digitize on demand only: Only digitizes receipts when requested. A Digitize document button appears on expense records. When clicked, the receipt is scanned and the expense record is updated.

• Digitize automatically: Automatically digitizes all receipts when they are uploaded.

Beneath these options are two additional links. Click the Manage Service & Buy Credits link to view account details and settings, and purchase credits for receipt digitization. Click the View My Services link to view a list of all current services, and their remaining credit balances.

有关文档数字化和 IAP（应用内购买） 的更多信息，请参阅:doc:应用内购买 (IAP) <../../essentials/in_app_purchase> 文档。

備註

启用 费用数字化（OCR） 选项后，将安装一个必要的模块，以便扫描收据。禁用此选项将卸载该模块。

如果希望暂时停止收据数字化，请选择 不要数字化 选项。之所以提供该选项，是为了不卸载模块，以便将来通过选择其他两个选项之一来启用数字化。

上传收据

打开 费用应用程序，在 我的费用 仪表板中点击 上传，出现文件资源管理器。导航到所需的收据，选择它，然后点击 打开。

扫描收据并创建新的支出记录。在 费用日期 字段中填入今天的日期，并根据扫描数据填入其他字段，如 总计 字段。

点击新条目，打开个人费用表单，如有需要，可进行任何更改。扫描的收据会出现在 沟通栏 中。

Drag and drop an expense

If digitalization is enabled, drag and drop a receipt onto the Expenses app dashboard. The receipt is scanned and appears by itself on the Generate Expenses dashboard.

Click on the expense record, and modify the details as needed. After changes are made, return to the My Expenses dashboard, and the expense now appears in the list.

电子邮件费用

无需在 支出 应用程序中单独创建每笔支出，只需向电子邮件别名发送一封电子邮件，即可自动创建支出。

備註

出于安全目的，在通过电子邮件创建费用时，Odoo 仅接受经过身份验证的员工电子邮件。要确认经过身份验证的员工电子邮件地址，请转到员工应用程序中的员工卡，然后参考工作电子邮件字段。

要执行此操作，必须首先配置电子邮件别名。导航至 费用应用程序 ‣ 配置 ‣ 设置。确保选中 收到的电子邮件 旁边的复选框。默认电子邮件别名为 expense@(domain).com。在 别名 右侧字段中输入所需的电子邮件名称，更改电子邮件别名。然后点击 保存。

備註

如果需要设置域名别名， 设置域名别名 会出现在 收到的电子邮件 复选框下方，而不是电子邮件地址字段。

有关设置说明和更多信息，请参阅 網域名稱 文档。

配置域名别名后，在**支出**应用程序的 设置 页面上的 接收邮件 功能下方就能看到电子邮件地址字段。

输入电子邮件地址后，可以将电子邮件发送到该别名以创建新费用，而无需输入 Odoo 数据库。

To submit an expense via email, create a new email, and enter the product’s reference code (if available) and the amount of the expense as the subject of the email. Next, attach the receipt to the email. Odoo creates the expense by taking the information in the email subject, and combining it with the receipt.

小訣竅

To check an expense category’s reference code, go to Expenses app ‣ Configuration ‣ Expense Categories. Reference codes are listed in the Reference column.

To add a reference code to an expense category, click on the category to open the expense category form. Enter the reference code in the Reference field.

Example

如果通过电子邮件提交出差期间 25.00 美元餐费的费用，则电子邮件主题将为 “餐费 $25.00”。

解說：

• The Reference for the expense category Meals is FOOD

• 開支的 成本 是 $25.00