[IMP] Expenses: making targeted edits for v 15
closes odoo/documentation#4701 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -23,15 +23,16 @@ products in a default kanban view.
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:align: center
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:alt: Set expense costs on products.
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To create a new expense product, click :guilabel:`Create`. A product form will appear. Only two
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fields are required, the :guilabel:`Product Name` and the :guilabel:`Unit of Measure`. Enter the
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:guilabel:`Product Name` in the field, and select the :guilabel:`Unit of Measure` from the drop-down
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menu (most products will be set to :guilabel:`Units`).
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To create a new expense product, click :guilabel:`Create`. A product form will appear. Only the
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:guilabel:`Product Name` and :guilabel:`Unit of Measure` fields are required to create a new expense
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product. Enter the :guilabel:`Product Name` in the field, and select the :guilabel:`Unit of Measure`
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from the drop-down menu (most products will be set to :guilabel:`Units`, which is the default
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selection).
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.. tip::
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The *Sales* app is where specification on the units of measure are created and edited (e.g.
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units, miles, nights, etc.). Go to :menuselection:`Sales app --> Configuration --> Settings` and
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ensure `Units of Measure` is checked off in the `Product Catalog` section. Click on the
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ensure `Units of Measure` is enabled in the `Product Catalog` section. Click on the
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:guilabel:`Units of Measure` internal link to view, create, and edit the units of measure. Refer
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to :doc:`this document </applications/inventory_and_mrp/inventory/management/products/uom>` to
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learn more about units of measure and how to configure them.
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@ -49,9 +50,9 @@ report the actual cost when submitting an expense report.
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Here are some examples for when to set a specific :guilabel:`Cost` on a product vs. leaving the
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:guilabel:`Cost` at `0.00`:
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- **Meals**: Set the :guilabel:`Cost` to `0.00`. When an employee logs an expense for a meal, they
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enter the actual amount of the bill and will be reimbursed for that amount. An expense for a
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meal costing $95.23 would equal a reimbursement for $95.23.
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- **Meals**: Set the :guilabel:`Cost` to `0.00`. When an employee logs an expense for a meal,
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they enter the actual amount of the bill and will be reimbursed for that amount. An expense for
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a meal costing $95.23 would equal a reimbursement for $95.23.
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- **Mileage**: Set the :guilabel:`Cost` to `0.30`. When an employee logs an expense for
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"mileage", they enter the number of miles driven, and are reimbursed 0.30 per mile they
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entered. An expense for 100 miles would equal a reimbursement for $30.00.
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@ -90,48 +91,55 @@ First, click :guilabel:`Create`, and then fill out the various fields on the for
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- :guilabel:`Product`: Select the product from the drop-down menu that most closely corresponds to
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the expense. For example, an airplane ticket would be appropriate for an expense
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:guilabel:`Product` named :guilabel:`Air Travel`.
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- :guilabel:`Unit Price`: Enter the total amount paid for the expense in one of two ways:
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- :guilabel:`Total`: Enter the total amount paid for the expense in one of two ways:
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#. If the expense is for one single item/expense, enter the cost in the :guilabel:`Unit Price`
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field, and leave the :guilabel:`Quantity` `1.00`.
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#. If the expense is for multiples of the same item/expense, enter the price *per unit* in the
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:guilabel:`Unit Price` field, and enter the *quantity of units* in the :guilabel:`Quantity`
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field.
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#. If the expense is for one single item/expense with a variable price, enter the cost in the
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:guilabel:`Total` field. Odoo will not display the :guilabel:`Quantity` field for a product if
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it does not need to have the quantity specified (a product with a unit price of `0.00` and a
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quantity of `1.00`).
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#. If the expense is for multiples of the same item/expense with a fixed price, the
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:guilabel:`Unit Price` is displayed. Enter the quantity in the :guilabel:`Quantity` field, and
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the :guilabel:`Total` is automatically updated with the correct total (the :guilabel:`Quantity`
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x the :guilabel:`Unit Price` = the :guilabel:`Total`).
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.. example::
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In the case of a hotel stay, for example, the :guilabel:`Unit Price` would be set as the
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cost *per night*, and set the :guilabel:`Quantity` to the *number of nights* stayed.
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For example, in the case of mileage driven, the :guilabel:`Unit Price` would be set in the
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product form as the cost *per mile*. Simply set the :guilabel:`Quantity` to the *number of
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miles* driven, and the total for the expense is updated.
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- :guilabel:`Taxes`: If taxes were paid on the expense, select the tax percentage using the
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drop-down menu. Tax options are pre-configured based on the localization setting selected when the
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database was created. Adding any new taxes should only be done when necessary.
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.. note::
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When a tax is selected, the :guilabel:`Total` value will update in real time to show the added
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taxes.
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- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense and should be
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reimbursed. If the employee paid for the expense (and should be reimbursed) select
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:guilabel:`Employee (to reimburse)`. If the company paid directly instead (e.g. if the company
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credit card was used to pay for the expense) select :guilabel:`Company`.
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- :guilabel:`Bill Reference`: If there is any reference text that should be included for the
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expense, enter it in this field. This field is not visible for expense products that require a
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:guilabel:`Quantity` to be entered.
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- :guilabel:`Expense Date`: Using the calendar module, enter the date the expense was incurred. Use
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the :guilabel:`< (left)` and :guilabel:`> (right)` arrows to navigate to the correct month, then
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click on the specific day to enter the selection.
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- :guilabel:`Bill Reference`: If there is any reference text that should be included for the
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expense, enter it in this field.
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- :guilabel:`Account`: Select the expense account that this expense should be logged on from the
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drop-down menu.
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- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for.
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- :guilabel:`Customer to Reinvoice`: If the expense is something that should be paid for by a
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customer, select the customer that will be invoiced for this expense from the drop-down menu. For
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example, if a customer wishes to have an on-site meeting, and agrees to pay for the expenses
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associated with it (such as travel, hotel, meals, etc.), then all expenses tied to that meeting
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would indicate that customer as the :guilabel:`Customer to Reinvoice`.
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customer, select the customer and related sales order that will be invoiced for this expense from
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the drop-down menu. For example, if a customer wishes to have a custom designed piece of
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furniture, and purchased design hours from our employee, that sales order listing the hours would
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be referenced as the :guilabel:`Customer to Reinvoice`. In the list view, there may be many
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different sales orders referencing the same company, so be sure the correct sales order is
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selected.
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.. note::
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The :guilabel:`Customer to Reinvoice` field is only visible if the expense product has either
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:guilabel:`At cost` or :guilabel:`Sales price` selected under the :guilabel:`Re-Invoice Expenses`
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section. If :guilabel:`No` is selected for the :guilabel:`Re-Invoice Expenses` section, the
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:guilabel:`Customer to Reinvoice` field is hidden.
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- :guilabel:`Analytic Account`: Select the account the expense should be written against from the
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drop-down menu.
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- :guilabel:`Company`: If multiple companies are set-up, select the company this expense should be
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filed for from the drop-down menu. If there is only one company, this field will be automatically
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populated.
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- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for.
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- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense and should be
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reimbursed. If the employee paid for the expense (and should be reimbursed) select
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:guilabel:`Employee (to reimburse)`. If the company paid directly instead (e.g. if the company
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credit card was used to pay for the expense) select :guilabel:`Company`.
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- :guilabel:`Notes...`: If any notes are needed in order to clarify the expense, enter them in the
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notes field.
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@ -153,14 +161,37 @@ into an :guilabel:`Edit` button).
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:alt: Attach a receipt after saving the record.
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Click the new :guilabel:`Attach Receipt` button, and a file explorer appears. Navigate to the
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receipt to be attached, and click :guilabel:`Open`. A new :guilabel:`Receipts` smart button appears
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at the top, and the new receipt is recorded in the chatter. More than one receipt can be attached to
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an individual expense, as needed. The number of receipts attached to the expense will be noted on
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the smart button.
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receipt to be attached, and click :guilabel:`Open`. The new receipt is recorded in the chatter, and
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the number of receipts will appear next to the :guilabel:`📎(paperclip)` icon beneath the expense
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form. More than one receipt can be attached to an individual expense, as needed. The number of
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receipts attached to the expense will be noted on the paperclip icon.
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.. image:: expenses/receipt-smartbutton.png
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.. image:: expenses/receipt-icon.png
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:align: center
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:alt: Attach a receipt after saving the record.
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:alt: View receipts in the chatter and see how many receipts are attached byu looking at the
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paperclip icon in the chatter beneath the record.
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Create new expenses from a scanned receipt
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------------------------------------------
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Rather than manually inputting all of the information for an expense, expenses can be created
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automatically by scanning a PDF receipt.
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First, in the main :guilabel:`Expenses` app dashboard view (this view can also be accessed from
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:menuselection:`Expenses app --> My Expenses --> My Expenses to Report`), click :guilabel:`Scan`,
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and a file explorer pops up. Navigate to the receipt to be uploaded, click on it to select it, and
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then click :guilabel:`Open`.
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.. image:: expenses/scan.png
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:align: center
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:alt: Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard
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view.
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The receipt is scanned, and a new entry is created with today's date as the :guilabel:`Expense
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Date`, and any other fields it can populate based on the scanned data, such as the total. Click on
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the new entry to open the individual expense form, and click :guilabel:`Edit` to make changes. The
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receipt that was scanned in appears in the chatter. Make any edits to the form, then click
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:guilabel:`Save` when all the information is entered.
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Automatically create new expenses from an email
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-----------------------------------------------
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@ -169,7 +200,7 @@ Instead of individually creating each expense in the *Expenses* app, expenses ca
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created by sending an email to an email alias.
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To do so, first, an email alias needs to be configured. Go to :menuselection:`Expenses app -->
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Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is checked off.
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Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is enabled.
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.. image:: expenses/email-alias.png
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:align: center
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@ -193,9 +224,9 @@ the receipt.
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To check an expense product's internal reference, go to :menuselection:`Expenses app -->
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Configuration --> Expense Products`. If an internal reference is listed on the product, it is
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visible in this view as :guilabel:`(Ref###)`.
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visible in this view.
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.. image:: expenses/internal-ref-numbers.png
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.. image:: expenses/internal-reference.png
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:align: center
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:alt: Internal reference numbers are listed in the main Expense Products view.
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@ -204,7 +235,7 @@ To add an internal reference on an expense product, click on the product, then c
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:guilabel:`Internal Reference` field, this sentence appears: :guilabel:`Use this reference as a
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subject prefix when submitting by email.`.
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.. image:: expenses/meals-internal-reference.png
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.. image:: expenses/accomodation-internal-reference.png
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:align: center
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:alt: Internal reference numbers are listed in the main Expense Products view.
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@ -226,6 +257,8 @@ subject prefix when submitting by email.`.
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- The :guilabel:`Internal Reference` for the expense product `Meals` is `Ref005`
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- The :guilabel:`Cost` for the expense is `$25.00`
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.. _expenses/report:
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Create an expense report
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========================
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@ -243,13 +276,19 @@ each entry, or quickly select all the expenses in the list by clicking the check
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:alt: Select the expenses to submit, then create the report.
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Once the expenses have been selected, click the :guilabel:`Create Report` button. The new report
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appears with all the expenses listed, and the number of documents is visible in the
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:guilabel:`Documents` smart button.
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appears with all the expenses listed, and the :guilabel:`Employee`, :guilabel:`Paid By`,
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:guilabel:`Expense Journal`, and :guilabel:`Company` fields are automatically populated from the
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individual expenses in the report.
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It is recommended to add a short summary for each report to help keep expenses organized. Click the
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:guilabel:`Edit` button, and the :guilabel:`Expense Report Summary` field appears. Enter a short
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description for the expense report (such as `Client Trip NYC`, or `Repairs for Company Car`). Next,
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select a :guilabel:`Manager` from the drop-down menu to assign a manager to review the report.
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It is recommended to add a short summary for each report to help keep expenses organized. Enter a
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short description for the expense report (such as `Client Trip NYC`, or `Repairs for Company Car`)
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in the :guilabel:`Expense Report Summary` field.
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.. note::
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If all the expenses are listed for the same date, the :guilabel:`Expense Report Summary`
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field will be pre-populated with the date for the expenses.
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Next, select a :guilabel:`Manager` from the drop-down menu to assign a manager to review the report.
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.. image:: expenses/expense-report-summary.png
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:align: center
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@ -263,11 +302,16 @@ add, then click :guilabel:`Select`. The items now appear on the report that was
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:align: center
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:alt: Add more expenses to the report before submitting.
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.. note::
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:guilabel:`Add a line` only appears when the document is in edit mode. It does not appear
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otherwise.
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When all edits have been completed, click :guilabel:`Save`. Once the expense report is saved, an
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:guilabel:`Expenses` smart button appears in the top-right corner, listing the number of expenses on
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the report. Click the :guilabel:`Expenses` smart button to view the individual expenses for the
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report in a list.
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When all edits have been completed, click :guilabel:`Save`.
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.. image:: expenses/expense-smart-button.png
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:align: center
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:alt: An Expenses smart button appears after saving the expense report.
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.. _expenses/submit:
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Submit an expense report
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------------------------
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@ -347,8 +391,9 @@ noted by the :guilabel:`Submitted` tag in the status column.
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Reports can be approved in two ways (individually or several at once) and refused only one way. To
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approve multiple expense reports at once, remain in the list view. First, select the reports to
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approve by clicking the check box next to each report, or click the box next to :guilabel:`Employee`
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to select all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` icon, then click
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:guilabel:`Approve Report`.
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to select all reports in the list. Next, click the :guilabel:`Approve Report` button. The number of
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reports that are selected appear next to the :guilabel:`Approve Report` button, in an :guilabel:`X
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Selected` button, with X being the number of reports currently selected.
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.. image:: expenses/approve-report.png
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:align: center
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@ -365,20 +410,27 @@ in the :guilabel:`Reason to refuse Expense` field, then click :guilabel:`Refuse`
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:align: center
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:alt: Send messages in the chatter.
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Team managers can easily view all the expense reports for their team members. While in the
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:guilabel:`Reports to Approve` view, click on :guilabel:`Filters`, then click :guilabel:`My Team`.
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This presents all the reports for the manager's team.
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Team managers can easily view all the expense reports to approve for their team members. While in
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the :guilabel:`Reports to Approve` view, click on :guilabel:`Filters`, then click :guilabel:`My
|
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Team`. This presents all the reports to approve for the manager's team. Manager's can easily view
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*all* reports for their team by simply clicking on and removing the :guilabel:`To Approve` filter in
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the :guilabel:`Search...` bar, leaving only the :guilabel:`My Team` filter active.
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.. image:: expenses/my-team-filter.png
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:align: center
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:alt: Select the My Team filter.
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.. note::
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If more information is needed, such as a receipt is missing, communication is easy from the
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chatter. In an individual report, simply type in a message, tagging the proper person (if
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||||
needed), and post it to the chatter by clicking :guilabel:`Send`. The message is posted in the
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chatter, and the person tagged will be notified via email of the message, as well as anyone
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||||
following.
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.. tip::
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If more information is needed, such as a missing receipt, communication is easy from the chatter.
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In an individual report, simply click :guilabel:`Send Message`, then type in a message in the
|
||||
text box that appears, tagging the proper person (if needed), and post it to the chatter by
|
||||
clicking :guilabel:`Send`. The message is posted in the chatter, and the person tagged will be
|
||||
notified via email of the message, as well as anyone following.
|
||||
|
||||
Note that only followers can be tagged in a message. To tag someone who is not following, add
|
||||
them as a follower first. Click the :guilabel:`👤 (person)` icon, then click :guilabel:`Add
|
||||
Followers`, then enter their name in the :guilabel:`Recipients` field, and finally, click
|
||||
:guilabel:`Add Followers`.
|
||||
|
||||
.. image:: expenses/chatter.png
|
||||
:align: center
|
||||
@ -400,8 +452,7 @@ 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
|
||||
clicking the check box next to each report, or click the box next to :guilabel:`Employee` to select
|
||||
all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` icon, then click
|
||||
:guilabel:`Post Entries`.
|
||||
all reports in the list. Next, click :guilabel:`Post Entries`.
|
||||
|
||||
.. image:: expenses/post-entries.png
|
||||
:align: center
|
||||
@ -409,7 +460,8 @@ all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` ico
|
||||
|
||||
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`, or :guilabel:`Refuse`. Click :guilabel:`Post Journal Entries` to post the report.
|
||||
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, then click :guilabel:`Refuse`. Refused reports
|
||||
@ -438,8 +490,7 @@ Reports To Pay`.
|
||||
Just like approvals and posting, expense reports can be paid in two ways (individually or several at
|
||||
once). To pay multiple expense reports at once, remain in the list view. First, select the reports
|
||||
to pay by clicking the check box next to each report, or click the box next to :guilabel:`Employee`
|
||||
to select all reports in the list. Next, click on the :guilabel:`⚙️ Action (gear)` icon, then click
|
||||
:guilabel:`Register Payment`.
|
||||
to select all reports in the list. Next, click :guilabel:`Register Payment`.
|
||||
|
||||
.. image:: expenses/register-payment.png
|
||||
:align: center
|
||||
@ -451,10 +502,19 @@ To pay an individual report, click on a report to go to a detailed view of that
|
||||
Re-invoice expenses to customers
|
||||
================================
|
||||
|
||||
If expenses are tracked on customer projects, expenses can be automatically charged back to the
|
||||
customer. This is done by creating an expense report, then creating a sales order with the expensed
|
||||
items on it. Then, managers approve the expense report, and the accounting department posts the
|
||||
journal entries. Finally, the customer is invoiced.
|
||||
If an expense is to be reimbursed by a customer and not the company, the expense can be
|
||||
automatically charged to the customer. This is done by first referencing the :abbr:`SO (Sales
|
||||
Order)` the expense should be applied to when creating the expense.
|
||||
|
||||
The next steps are the same as if the expense is being reimbursed by the company instead of a
|
||||
customer. The expense or expenses are placed on an expense report, and then the expense report is
|
||||
submitted for approval. Next, managers approve the expense report, and the accounting department
|
||||
post the journal entry.
|
||||
|
||||
Finally, once the expense report is posted to a journal, the expense then appears on the :abbr:`SO
|
||||
(Sales Order)` that was referenced when the expense was first created.
|
||||
|
||||
The sales order can then be invoiced, thus invoicing the customer for the expense.
|
||||
|
||||
Setup
|
||||
-----
|
||||
@ -477,37 +537,23 @@ and :guilabel:`Re-Invoicing Policy` by clicking the radio button next to the des
|
||||
- :guilabel:`At cost`: Expense product will invoice expenses at their real cost.
|
||||
- :guilabel:`At sales price`: Expense product will invoice the price set on the sale order.
|
||||
|
||||
Create an expense
|
||||
-----------------
|
||||
Create an expense and expense report
|
||||
------------------------------------
|
||||
|
||||
First, when :ref:`creating a new expense <expenses/new>`, the correct information needs to be
|
||||
entered in order to re-invoice a customer. Select the :guilabel:`Customer to Reinvoice` from the
|
||||
drop-down menu. Next, select the :guilabel:`Analytic Account` the expense will be posted to.
|
||||
entered in order to re-invoice a customer. Using the drop-down menu, select the *sales order* the
|
||||
expense will appear on in the :guilabel:`Customer to Reinvoice` section. Next, select the
|
||||
:guilabel:`Analytic Account` the expense will be posted to. After the expense(s) is created, the
|
||||
expense report needs to be :ref:`created <expenses/report>` and :ref:`submitted <expenses/submit>`
|
||||
as usual.
|
||||
|
||||
.. image:: expenses/reinvoice-expense.png
|
||||
:align: center
|
||||
:alt: Ensure the customer to be invoiced is called out on the expense.
|
||||
|
||||
Create a quote and sales order
|
||||
------------------------------
|
||||
|
||||
In the :menuselection:`Sales` app, create a quote for the customer being invoiced, listing the
|
||||
expense products. First, click :guilabel:`Create` to create a new quotation. Next, select the
|
||||
:guilabel:`Customer` being invoiced for the expenses from the drop-down menu.
|
||||
|
||||
In the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`. In the :guilabel:`Product`
|
||||
field, select the first item being invoiced from the drop-down menu, or type in the product name.
|
||||
Then, update the :guilabel:`Quantity`, the :guilabel:`Delivered` quantity, and the :guilabel:`Unit
|
||||
Price` if needed. Repeat this for all products being invoiced. When all the products have been added
|
||||
to the quote, click :guilabel:`Confirm` and the quotation becomes a sales order.
|
||||
|
||||
.. image:: expenses/expenses-salesorder.png
|
||||
:align: center
|
||||
:alt: Create and confirm the sales order with the expenses listed as products.
|
||||
|
||||
Once the quote turns into a sales order, a :guilabel:`Delivered` column appears. The delivered
|
||||
quantity must be updated for each item. Click on the `0.000` field for each product, and enter the
|
||||
delivered quantity. When all delivered quantities have been entered, click :guilabel:`Save`.
|
||||
.. important::
|
||||
Selecting a :guilabel:`Customer to Reinvoice` when creating an expense is critical, since this
|
||||
field is unable to be modified once the expense is added to an expense report.
|
||||
|
||||
Validate and post expenses
|
||||
--------------------------
|
||||
@ -519,18 +565,32 @@ set on every expense line of a report. If an :guilabel:`Analytic Account` is mis
|
||||
:guilabel:`Approve` or :guilabel:`Refuse`.
|
||||
|
||||
The accounting department is typically responsible for :ref:`posting journal entries
|
||||
<expenses/post>`. Once an expense report is approved, it can then be posted.
|
||||
<expenses/post>`. Once an expense report is approved, it can then be posted. The :abbr:`SO (Sales
|
||||
Order)` is **only** updated *after the journal entry is posted*, and the expense(s) now appear on
|
||||
the referenced :abbr:`SO (Sales Order)`.
|
||||
|
||||
Invoice expenses
|
||||
----------------
|
||||
|
||||
Once the quote has turned into a sales order, and the expense report has been approved, it is time
|
||||
to invoice the customer. Go to :menuselection:`Sales app --> To Invoice --> Orders to Invoice` to
|
||||
view the sales orders ready to be invoiced.
|
||||
Once the :abbr:`SO (Sales Order)` has been updated, it is time to invoice the customer. After the
|
||||
expense report has been approved and the journal entry has been posted, the :abbr:`SO (Sales
|
||||
Order)` can be opened and the expenses can be seen on it. Click anywhere on an expense line, and the
|
||||
details for that individual expense appears in a pop-up. Click on the :abbr:`SO (Sales Order)` that
|
||||
is listed next to :guilabel:`Customer to Reinvoice`.
|
||||
|
||||
Next, find the sales order related to the expense report, click into it, and then click
|
||||
:guilabel:`Create Invoice` and a :guilabel:`Create invoices` pop-up window appears. Select if the
|
||||
invoice is a :guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)`, or :guilabel:`Down
|
||||
payment (fixed amount)` by clicking the radio button next to the selection. For either down payment
|
||||
options, enter the amount (fixed or percentage) in the :guilabel:`Down Payment Amount` field.
|
||||
Finally, click either :guilabel:`create and view invoice` or :guilabel:`create invoice`.
|
||||
.. image:: expenses/sales-order.png
|
||||
:align: center
|
||||
:alt: After the expense report is posted to the journal entry, the sales order can be called up
|
||||
by clicking on the sales order number.
|
||||
|
||||
The :abbr:`SO (Sales Order)` appears, and now the expenses are listed in the :guilabel:`Order Lines`
|
||||
tab.
|
||||
|
||||
.. image:: expenses/so-details.png
|
||||
:align: center
|
||||
:alt: See the expenses listed on the sales order after clicking into it.
|
||||
|
||||
Next, click :guilabel:`Create Invoice`, and select if the invoice is for a :guilabel:`Regular
|
||||
invoice`, a :guilabel:`Down payment (percentage)`, or a :guilabel:`Down payment (fixed amount)` by
|
||||
clicking the radio button next to it. Then, click :guilabel:`Create Invoice`. The customer has now
|
||||
been invoiced for the expenses.
|
||||
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