Hi all,
I'm not sure if I'm doing something wrong, or just understanding the system fully.
Our company often needs to buy items from vendors where we need to pay upfront, some of which need to be put through as an 'Expense' (Employee pays for item, gets reimbursed by our accounts team).
My concern is, that if we put through a purchase order for the items (this is required, as we need to track stock information and supplier performance) and the employee enters their Expense report, it opens the door for our accounts team to pay for the same item twice (once to Vendor, once to Employee).
Is there a way of getting an expense report linked to an existing Purchase Order, or is the process I've detailed above, not something that Odoo deals with very well?
Thank you sahdevsinh, very quick response to the question!
Again, apologies if I'm asking questions that should be obvious..
I've added a test Purchase Order for 2 x computers (internal reference COMPUTER001), this has all gone through fine.
I've then tried to add the expenses, but the only expense product is 'Expenses', is this the field that we need to add the product reference in? Or is it only within the Report itself?
In the report, I'm unable to find a way of linking to anything existing in the system. There is a field for 'Bill Reference' but this seems to be a free-type field?