[IMP] sales: add expense category context to reinvoice

closes odoo/documentation#9509

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
This commit is contained in:
KC (ksc) 2024-05-28 09:55:27 -07:00
parent 886e1dc19c
commit 68ecabb435
3 changed files with 29 additions and 0 deletions

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@ -155,6 +155,35 @@ Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and the
Distribution` column in the :guilabel:`Expense` tab is filled with the sales order that was
initially configured to the expense in the :guilabel:`Customer to Reinvoice` field.
.. important::
By default, the :guilabel:`Customer to Reinvoice` field is enabled for the :guilabel:`[TRANS &
ACC] Travel & Accommodation`, :guilabel:`[COMM] Communication`, :guilabel:`[FOOD] Meals`, and
:guilabel:`[MIL] Mileage` expense category.
It should be noted that **not** all of the default expense categories that come installed with
the *Expenses* application have reinvoicing policies activated. The setting may have to be
manually activated.
To do that, navigate to :menuselection:`Expenses app --> Configuration --> Expenses Categories`
to view a list of all expense categories in the database.
Look in the :guilabel:`Re-Invoice Expenses` column to see which selections have been made for
each expense category.
.. image:: expense/expense-categories-page.png
:align: center
:alt: The Re-Invoice Expenses column on the Expense Categories page in the Odoo Expenses app.
To modify an expense category, click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` in the
:guilabel:`Category` field, to reveal that specific expense from.
Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice Expenses` field, select
either :guilabel:`At cost` or :guilabel:`Sales price`.
.. image:: expense/reinvoice-expenses-field.png
:align: center
:alt: The Re-Invoice Expenses field on an Expense Category form in the Odoo Expenses app.
Reinvoice expense
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