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1

How to pay expenses in v7?

By
Sean Samborski
on 12/23/13, 7:11 PM 5,769 views

I'm trying to finish out the expenses in v7 but my expenses are forever stuck in awaiting payment.

I create an expense. Approve the expense. See the expense is set to state Awaiting Payment. See the account entries are created. But now there is nothing else to do and no other forms created. Reading up in the past it appears the old way was for OpenERP to create supplier payments but not anymore. I have confirmed there is nothing in supplier payments, however there isn't anything anywhere else.

So how to I get the expense out of waiting payment and into a done state with the appropriate accounting entries?

4

Ray Carnes

--Ray Carnes--
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--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

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Ray Carnes
On 12/24/13, 1:19 AM

This is the workflow:

  1. Create, Submit, Approve and Generate Accounting Entries for the Expense.
  2. Create a Supplier Payment (money leaving your company) to the employee who submitted the Expense. All unpaid expenses will be listed in the Payment screen, allowing you to select which ones to pay and have the total amount calculated.
  3. On validation of a valid Payment, any completely reconciled expense will be marked as paid.

I don't have these options under Supplier Payment. There is a Payment Information tab, but once you click "Add new item" it doesn't have a way to select anything. Anything you type in the Journal Items col returns Create and it appears there is nothing saved in that field. For example, the way you describe sounds as though when I Add new item, I'm supposed to be able to select the open entry for the accounting journal. If I could add screenshots I would but not enough karma.

Elephante, Sean Samborski
on 12/24/13, 12:59 PM

Possibly do you mean under "Payment Orders?" I have the option there to "Select invoices to pay" and it gives me the options to add the open invoices. So far so good. But once I validate and confirm payments on that, the Expense Report form under Human Resources is still set to "Awaiting Payment".

Elephante, Sean Samborski
on 12/24/13, 1:14 PM

I don't mean Payment Orders. If things are setup properly, the moment you select the employee in the Supplier Payment, unpaid expenses will be shown automatically, without the need to click 'Add new item'. Checkout the demo or runbot.openerp.com to see it working and to work out how to setup your employee and product accounts. This works the same way as a regular Supplier Payment would automatically add open invoices to the payment to be paid (or not).

Bista Solutions US, Ray Carnes
on 12/24/13, 10:43 PM

Ok. This isn't working at all. I have an employee set, I have the right company on the employee. I don't know what is going on. I create the expense and add the line items, add the employee, and save. Send to manager->Approve->Generate Accounting entries. Go over to accounting, open the entry, select Post. Go to Supplier Payments, Create. Where it says supplier, I add the employees name. Nothing changes. I don't get anything automatically. I've even gone back into the supplier form and added all the details in there just in case. Nothing.

Elephante, Sean Samborski
on 12/24/13, 11:09 PM

Compare the Journal Entry you are getting to the one created in the demo or runbot.openerp.com

Bista Solutions US, Ray Carnes
on 12/25/13, 1:27 AM

How is it now? Is it working for all ? because I'm stuck in here too

PT SIVI
on 3/10/14, 4:57 AM
1
Dawari George
On 1/26/15, 7:06 PM

Yes, I have solved the situation, let me explain

The issue is that the account where the credit shows in the journal item that was created from the expense has to be a payable account, only then will you be able to see it when u try to create a supplier payment. if it is not a payable account u wont see the entry in the supplier payment and then you run into errors.

Try that out and let me know if you have any more issues. follow the steps mentioned above but make sure the credit account is a payable account, and the debit account can be whatever expense account u choose, when u go to supplier payment, choose the employees name and you will see the entry below, choose the bank account u wish to make the payment with abd then u can validate. easy.

0
Martin Pascualon
On 7/11/14, 12:19 PM

I have the same problem.

Does anybody solve this situation?

Thanks in advance
Martin

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Asked: 12/23/13, 7:11 PM
Seen: 5769 times
Last updated: 6/29/16, 5:22 AM