msgid "The first step to track expenses is to configure the expense types (managed as products in Odoo) that your company allows, from the *Configuration* menu. When a specific expense is reimbursed at a fixed price, set a cost on the product. Otherwise keep the cost at 0.0 and employees will report the real cost per expense."
msgstr ""
#: ../../expense/expense.rst:17
msgid "Here are some examples to configure:"
msgstr ""
#: ../../expense/expense.rst:19
msgid "Restaurant:"
msgstr ""
#: ../../expense/expense.rst:21
#: ../../expense/expense.rst:27
msgid "Cost: 0.00 (the cost of the ticket will be recorded on every expense)"
msgstr ""
#: ../../expense/expense.rst:22
msgid "Travel with Personal Car:"
msgstr ""
#: ../../expense/expense.rst:24
msgid "Cost: 0.30 (the price per mile reimbursed by the company is fixed)"
msgid "Don't forget to set an expense tax on each expense type (and an account if you use Odoo Accounting). It's usually a good practice to use a tax that is configured with :ref:`Tax Included in Price <taxes/included-in-price>`. That way, employees report expenses with prices including taxes, which is usually the expected behaviour."
msgid "The *Sales* app allows you to specify unit of measures for your expense types (units, miles, nights, etc.). Go to :menuselection:`Sales --> Configuration --> Settings` and check *Some products may be sold/purchased in different units of measure (advanced)*."
msgstr ""
#: ../../expense/expense.rst:48
msgid "How to record expenses"
msgstr ""
#: ../../expense/expense.rst:51
msgid "Manually"
msgstr ""
#: ../../expense/expense.rst:53
msgid "As an employee (Employee in user access rights), you can record expenses from :menuselection:`My Expenses --> Expenses to Submit`."
msgstr ""
#: ../../expense/expense.rst:59
msgid "Select the related product and enter either the total amount you paid (with Quantity = 1) or the unit price if Quantity is countable (e.g. number of hotel nights)."
msgstr ""
#: ../../expense/expense.rst:62
msgid "Enter the expense date."
msgstr ""
#: ../../expense/expense.rst:63
msgid "Choose if you paid the bill on your own (and expect to be reimbursed) or if the company paid directly (e.g. if you used a company's credit card)."
msgstr ""
#: ../../expense/expense.rst:65
msgid "Set the bill reference, add some notes if requested and attach a photo/scan of the receipt from the discussion thread. That will help the manager and the accountant validate it."
msgstr ""
#: ../../expense/expense.rst:73
msgid "In one click from emails"
msgstr ""
#: ../../expense/expense.rst:74
msgid "Let your employees record their expenses from a simple email. Make a snapshot of the receipt and send it by email, or simply forward a bill!"
msgstr ""
#: ../../expense/expense.rst:77
msgid "The only thing to do is setting up an email alias in :menuselection:`Expenses --> Configuration --> Settings` (e.g. *expenses* @mycompany.odoo.com). For security purposes, only authenticated employee emails (cfr. *Work Email* in employee detail form) are accepted."
msgid "The expense product is set automatically if the mail subject contains the product's internal reference in first position. Type the expense amount in the mail subject to set it on the expense too (e.g. Ref001 Food 100€)."
msgid "When you are ready to submit your expenses to your manager (e.g. at the end of a business trip, or once a month), go to the menu :menuselection:`My Expenses --> Expenses to Submit`. Select all expenses from the list view and click on :menuselection:`Action --> Submit to Manager`. Save the newly created expense report (i.e. set of expenses), and wait for your manager to approve it."
msgid "You can also submit expenses one by one from the *Submit to Manager* button on the form view of an expense."
msgstr ""
#: ../../expense/expense.rst:103
msgid "All your submitted expense reports can be found in :menuselection:`Expenses --> My Expenses --> Expense Reports`."
msgstr ""
#: ../../expense/expense.rst:108
msgid "How to approve expenses"
msgstr ""
#: ../../expense/expense.rst:110
msgid "HR and team managers get an overview of all expense reports to validate from the top menu :menuselection:`To Approve --> Expense Reports to Approve`. Such users must have at least *Officers* access rights for *Expenses*."
msgstr ""
#: ../../expense/expense.rst:117
msgid "They can review expense reports, approve or reject them, as well as providing feedback thanks to the integrated communication tool."
msgstr ""
#: ../../expense/expense.rst:123
msgid "As a team manager you can easily find the expense reports of your team members. You need to be set as manager in the detail form of those employees."
msgstr ""
#: ../../expense/expense.rst:131
msgid "How to post expenses in accounting"
msgstr ""
#: ../../expense/expense.rst:133
msgid "Once expense reports approved by managers, the accounting department goes to :menuselection:`Expenses --> Accountant --> Expense Reports To Post` to check accounts, products and taxes. They can click *Post Journal Entries* to post related journal entries into your books. To do so, the user must have following access rights:"
msgstr ""
#: ../../expense/expense.rst:139
msgid "Accounting: Accountant or Adviser"
msgstr ""
#: ../../expense/expense.rst:140
msgid "Expenses: Manager"
msgstr ""
#: ../../expense/expense.rst:143
msgid "To post an expense, a *Home Address* must be set on the employee. If you get a related blocking message when posting, click the employee, go to *Personal Information* tab and select/create the contact of your employee in the address book. A contact has been automatically created if this person is using Odoo."
msgstr ""
#: ../../expense/expense.rst:150
msgid "How to reimburse employees"
msgstr ""
#: ../../expense/expense.rst:152
msgid "You can now see all the expense reports to reimburse in :menuselection:`Expenses --> Accountant --> Expense Reports To Pay`. To record the payment or pay by check, click *Register a Payment*."
msgstr ""
#: ../../expense/expense.rst:156
msgid "See how you can easily manage the payment process in Odoo:"
msgid "As a salesman, create and confirm a Sales Order for the services delivered to your customer. If you don't put any expense in the order, it will be added automatically once posted by the accountant."
msgid "As a manager, make sure the analytic account is set on every expense line on approving expenses reports. Click the line to add one if missing. Employees are already able to set one when submitting."
msgid "Now you can invoice the order. It shows up in :menuselection:`Sales --> Invoicing --> Sales` to Invoice. The expenses have been added automatically in the order lines. Such items show up in blue (i.e. to invoice)."
