diff --git a/content/applications/sales/sales/invoicing/expense.rst b/content/applications/sales/sales/invoicing/expense.rst index 01a47cc20..3753e008e 100644 --- a/content/applications/sales/sales/invoicing/expense.rst +++ b/content/applications/sales/sales/invoicing/expense.rst @@ -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 ================= diff --git a/content/applications/sales/sales/invoicing/expense/expense-categories-page.png b/content/applications/sales/sales/invoicing/expense/expense-categories-page.png new file mode 100644 index 000000000..57f17546a Binary files /dev/null and b/content/applications/sales/sales/invoicing/expense/expense-categories-page.png differ diff --git a/content/applications/sales/sales/invoicing/expense/reinvoice-expenses-field.png b/content/applications/sales/sales/invoicing/expense/reinvoice-expenses-field.png new file mode 100644 index 000000000..d7a1551d4 Binary files /dev/null and b/content/applications/sales/sales/invoicing/expense/reinvoice-expenses-field.png differ