Rapoarte de cheltuieli

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.

Crearea rapoartelor de cheltuieli

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

Notă

Orice cheltuială poate fi selectată din lista Cheltuielile Mele, cu excepția cheltuielilor cu statusul Aprobat.

Butonul Creează Raport este vizibil atâta timp cât există cel puțin o cheltuială în listă cu statusul fie De Raportat fie De Trimis.

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.

Dacă toate cheltuielile din raportul Cheltuielile Mele sunt deja asociate cu un alt raport de cheltuieli, apare o fereastră pop-up Operațiune Invalidă, care afirmă Nu aveți cheltuieli de raportat.

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

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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.

Notă

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.

Dacă lipsesc anumite cheltuieli din raport, acestea pot fi încă adăugate din acest formular de raport. Pentru a face acest lucru, faceți clic pe Adaugă o linie în partea de jos a filei Cheltuială.

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.

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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.

Trimiteți rapoartele de cheltuieli

Când un raport de cheltuieli este finalizat, următorul pas este să trimiteți raportul către un manager pentru aprobare. Pentru a vizualiza toate rapoartele de cheltuieli, navigați la Aplicația Cheltuieli ‣ Cheltuielile Mele ‣ Rapoartele Mele. Deschideți raportul specific din lista rapoartelor de cheltuieli.

Notă

Rapoartele trebuie trimise individual și nu pot fi trimise în loturi.

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.

Notă

Statusul fiecărui raport este afișat în coloana Status. Dacă coloana Status nu este vizibilă, faceți clic pe pictograma (opțiuni suplimentare) la sfârșitul rândului și bifați caseta de selectare de lângă Status din meniul derulant rezultat.

Important

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