Skip to Content
This question has been flagged
paymentreimburseExpenses
1 Reply
523 Views
Avatar
Kiko Cruz

I'm using Odoo Online (v18.4e) and have only done configurations (no customizations by code or non-standard apps/modules). I just installed Expenses app.


When I approve and post an expense made by an employee, selecting the Expense Report for payment processing does not make the "Register Payment" button appear:


But in documents and independent blog posts, they say this should appear (as long as the Expense Report is already in "Posted" status):


Am I missing a configuration that I need to check? Thanks in advance!

Avatar
Discard
Avatar
Jainesh Shah(Aktiv Software)
Best Answer

Hello Francis Oliver D. Cruz,

 

In Odoo Online 18.4+e Enterprise, the "Register Payment" button in the Expenses app has been replaced with the "Pay" button. This change aligns with the updated workflow for managing employee reimbursements. Here's a detailed explanation of the new process:

 

Updated Workflow for Reimbursing Employee Expenses

 

Submit Expense Report:

Once submitted the expense bill, these expenses await approval then approve expense report

 

Post Expense Report:

Click on the "Post Journal Entries" button to post the expenses to the accounting journal. After posting, a "Journal Entry" smart button appears, indicating the expenses have been recorded in the journal.

 

Register Payment:

Once the expenses are posted, the "Pay" button becomes available. Click on the "Pay" button to open the payment registration window.

  

Below I have attached screenshots provide a reference to better understand the process and where the "Pay" button appears after posting the expense.



 If you have any questions, feel free to reach out.

Hope this helps!!!


Thanks & Regards,

Email : odoo@aktivsoftware.com

Avatar
Discard
Kiko Cruz
Author

Thanks for confirming the recent change, Jainesh. So posted expenses in the journal are to be treated like any other vendor bill in the Accounting app, instead of registering the payment via Expenses app.

Kiko Cruz
Author

By the way, the potential problem I see here is that if posting of payment is done on the Accounting app instead, the approver on the Expense app must have access to the Accounting app as well? Correct me if I'm wrong though, and if Expenses approver can still process the payment in the connected journal entry.

Kiko Cruz
Author

Jaines, from validating your reply further, it seems that v18.4e removed the concept of "Expense Reports" (i.e., multiple expense items in one document to approve). Odoo documentation (even v18.4 or Master) hasn't been updated for this, but the Pay button (and the payment step) happens on the Accounting Journal and not on the Expense item as well.

Related Posts Replies Views Activity
Payment Status Solved
payment
Avatar
Avatar
Avatar
Avatar
3
सित॰ 25
10585
Check is not enabled for Internal Transfers Odoo 18
payment
Avatar
Avatar
1
सित॰ 25
3168
Expense Categories Solved
Expenses
Avatar
Avatar
1
अक्तू॰ 24
1769
How to generate a payment link from sale.order in programming
payment
Avatar
Avatar
Avatar
2
जून 25
7868
Does not allow users to pay
payment
Avatar
0
नव॰ 23
2342