Aprobar gastos

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.

Consulte la documentación sobre permisos de acceso para obtener más información sobre la gestión de usuarios y sus permisos.

Ver informes de gastos

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.

Allí encontrará una lista con todos los informes de gastos con el estado Por enviar, Enviado, Aprobado, Publicado y Hecho, mientras que los que están en estado Rechazado están ocultos de forma predeterminada.

Aprobar informes de gastos

Puede aprobar los informes de gastos de forma individual o en lote.

Importante

Solo puede aprobar los informes en estado Enviado.

Le recomendamos que solo muestre los informes enviados. Para ello, seleccione la casilla situada junto al filtro Enviado que se encuentra en la sección Estado de la columna situada a la izquierda.

En caso de que se trate de un informe que no se puede aprobar, el botón Aprobar informe no aparecerá en la página Todos los informes.

Aprobar informes de forma individual

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.

Aprobar varios informes

Vaya a Gastos ‣ Informes de gastos para aprobar varios informes de gastos. Esta acción abrirá una lista con los informes de gastos, seleccione las casillas de los informes que desea aprobar o seleccione la casilla junto al encabezado de la columna Empleado para seleccionar todos los informes de la lista.

Después deberá hacer clic en el botón Aprobar informe.

Truco

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.

Rechazar informes de gastos

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.

Nota

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.