费用报告

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.

创建费用报告

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

備註

可以从 我的费用 列表中选择任何费用，但状态为 已批准 的费用除外。

只要列表中至少有一项费用的状态为 待报告 或 待提交，创建报告 按钮就会显示。

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.

如果 我的费用 报告中的所有费用已与另一个支出报告关联，则会弹出 无效操作 窗口，说明 您没有费用需要报告。

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

小訣竅

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.

備註

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.

如果报告中缺少某些费用，仍可在此报告表中添加。要执行此操作，请点击 费用 选项卡底部的 添加行。

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.

小訣竅

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.

提交费用报告

完成费用报告后，下一步是将报告提交给经理审批。要查看所有费用报告，请导航至 费用应用程序 ‣ 我的费用 ‣ 我的报告。从费用报告列表中打开特定报告。

備註

报告必须单独提交，不能 批量提交。

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.

備註

每份报告的状态显示在 状态 列中。如果 状态 列不可见，请点击行尾的 （附加选项） 图标，并从下拉菜单中勾选 状态 旁边的复选框。

重要

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