[ADD] Expenses: post expenses to accounting journals

closes odoo/documentation#10461

X-original-commit: 83b6895deb
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/finance/expenses.rst

@@ -4,8 +4,8 @@
 Expenses
 ========
 
-Odoo *Expenses* streamlines the management of expenses. After an employee submits their expenses in
+Odoo **Expenses** streamlines the management of expenses. After an employee submits their expenses
-Odoo, they are reviewed by management and accounting teams. Once approved, payments can then be
+in Odoo, they are reviewed by management and accounting teams. Once approved, payments can then be
 processed, and disbursed back to the employee for reimbursement.
 
 .. seealso::
@@ -372,46 +372,6 @@ the manager's team.
       :align: center
       :alt: Send messages in the chatter.
 
-.. _expenses/post:
-
-Post expenses in accounting
-===========================
-
-Once an expense report is approved, the next step is to post the report to the accounting journal.
-To view all expense reports, go to :menuselection:`Expenses app --> Expense Reports`. To view only
-the expense reports that have been approved and need to be posted, adjust the filters on the left
-side so that only the :guilabel:`Approved` status is enabled.
-
-.. image:: expenses/post-reports.png
-   :align: center
-   :alt: View reports to post by clicking on expense reports, then reports to post.
-
-Just like approvals, expense reports can be posted in two ways (individually or several at once). To
-post multiple expense reports at once, remain in the list view. First, select the reports to post by
-ticking the checkbox next to each report, or tick the checkbox next to :guilabel:`Employee` to
-select all the reports in the list. Next, click :guilabel:`Post Entries`.
-
-.. image:: expenses/post-entries.png
-   :align: center
-   :alt: Post multiple reports at a time from the Expense Reports view, with the Approved filter.
-
-To post an individual report, click on a report to go to the detailed view of that report. In this
-view, several options are presented: :guilabel:`Post Journal Entries`, :guilabel:`Report In Next
-Payslip`, :guilabel:`Refuse`, or :guilabel:`Reset to Draft`. Click :guilabel:`Post Journal Entries`
-to post the report.
-
-If :guilabel:`Refuse` is clicked, a pop-up window appears. Enter a brief explanation for the refusal
-in the :guilabel:`Reason to Refuse Expense` field, and then click :guilabel:`Refuse`. Refused
-reports can be viewed by going to :menuselection:`Expenses app --> Expense Reports`, then adjusting
-the filters on the left so that only :guilabel:`Refused` is selected. This will only show the
-refused expense reports.
-
-.. important::
-   To post expense reports to an accounting journal, the user must have following access rights:
-
-   - Accounting: Accountant or Adviser
-   - Expenses: Manager
-
 .. _expenses/reimburse:
 
 Reimburse employees
@@ -511,10 +471,10 @@ Distribution` is set on every expense line of a report. If an :guilabel:`Analyti
 missing, assign the correct accounts from the drop-down menu, and click :guilabel:`Approve` or
 :guilabel:`Refuse`.
 
-The accounting department is typically responsible for :ref:`posting journal entries
+The accounting department is typically responsible for :doc:`posting journal entries
-<expenses/post>`. Once an expense report is approved, it can then be posted. The :abbr:`SO (Sales
+<expenses/post_expenses>`. Once an expense report is approved, it can then be posted. The :abbr:`SO
-Order)` is **only** updated *after the journal entries are posted*. One the journal entries are
+(Sales Order)` is **only** updated *after* the journal entries are posted. Once the journal entries
-posted, the expenses now appear on the referenced :abbr:`SO (Sales Order)`.
+are posted, the expenses now appear on the referenced :abbr:`SO (Sales Order)`.
 
 Invoice expenses
 ----------------
@@ -549,9 +509,11 @@ clicking the radio button next to it. Then, click :guilabel:`Create Invoice`. Th
 been invoiced for the expenses.
 
 .. seealso::
-   :doc:`expenses/expense_reports`
+   - :doc:`expenses/post_expenses`
+   - :doc:`expenses/expense_reports`
 
 .. toctree::
    :titlesonly:
 
+   expenses/post_expenses
    expenses/expense_reports

content/applications/finance/expenses/expense_reports.rst

@@ -121,5 +121,6 @@ Click on a report to open it, then click :guilabel:`Submit To Manager`. After su
 the next step is to wait for the manager to approve it.
 
 .. important::
-   The :ref:`expenses/approve`, :ref:`expenses/post`, and :ref:`expenses/reimburse` sections are
+   :ref:`Approving <expenses/approve>`, :doc:`posting <../expenses/post_expenses>`, and
-   **only** for users with the appropriate *access rights*.
+   :ref:`reimbursing <expenses/reimburse>` expenses are **only** for users with the appropriate
+   :doc:`access rights <../../general/users/access_rights>`.

content/applications/finance/expenses/post_expenses.rst

@@ -0,0 +1,75 @@
+=============
+Post expenses
+=============
+
+Once an expense report is :ref:`approved <expenses/approve>`, the next step is to post the expense
+report to the proper accounting journal.
+
+.. important::
+   To post expense reports to an accounting journal, the user **must** have the following
+   :doc:`access rights <../../general/users/access_rights>`:
+
+   - Accounting: *Accountant* or *Adviser*
+   - Expenses: *Manager*
+
+Only expense reports with an *Approved* status can post the expenses to a journal. To view all
+expense reports, navigate to :menuselection:`Expenses app --> Expense Reports`. Next, to view
+**only** approved expense reports that need to be posted, adjust the filters on the left side, so
+only the :guilabel:`Approved` checkbox is ticked.
+
+.. image:: post-expenses/post-reports.png
+   :align: center
+   :alt: View reports to post by clicking on expense reports, then reports to post.
+
+.. note::
+   The default :guilabel:`All Reports` dashboard displays all expense reports, except reports with a
+   status of :guilabel:`Refused`.
+
+Expense reports can be posted to accounting journals in two ways: :ref:`individually
+<expenses/individual>` or :ref:`in bulk <expenses/multiple>`.
+
+.. _expenses/individual:
+
+Post individual reports
+-----------------------
+
+To post an individual report, navigate to :menuselection:`Expenses app --> Expense Reports`, and
+click on an individual report with a :guilabel:`Status` of :guilabel:`Approved`, to view the report
+form. In this view, several options are presented: :guilabel:`Post Journal Entries`,
+:guilabel:`Report In Next Payslip`, :guilabel:`Refuse`, or :guilabel:`Reset to Draft`.
+
+Click :guilabel:`Post Journal Entries` to post the report.
+
+The accounting journal the expenses are posted to is listed in the :guilabel:`Journal` field of the
+expense report.
+
+After posting the expenses to an accounting journal, a :guilabel:`Journal Entry` smart button
+appears at the top of the screen. Click the :guilabel:`Journal Entry` smart button, and the details
+for the journal entry appear, with a status of :guilabel:`Posted`.
+
+.. _expenses/multiple:
+
+Post multiple reports
+---------------------
+
+To post multiple expense reports at once, navigate to :menuselection:`Expenses app --> Expense
+Reports` to view a list of expense reports. Next, select the reports to approve by ticking the
+checkbox next to each report being approved.
+
+.. note::
+   Only expense reports with a status of :guilabel:`Approved` are able to post the expenses to an
+   accounting journal. If an expense report is selected that **cannot** be posted, such as an
+   unapproved report, or the report has already been posted to a journal, the :guilabel:`Post
+   Entries` button is **not** visible.
+
+.. tip::
+   To select **only** approved expense reports, adjust the filters on the left side, so that only
+   the :guilabel:`Approved` checkbox is ticked. Next, tick the checkbox next to the
+   :guilabel:`Employee` column title to select **all** the :guilabel:`Approved` reports in the list
+   at once.
+
+Next, click the :guilabel:`Post Entries` button.
+
+.. image:: post-expenses/post-entries.png
+   :align: center
+   :alt: Post multiple reports at a time from the Expense Reports view, with the Approved filter.