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Hibou Odoo Suite: HR Expense Vendor


Purpose

The purpose of this documentation is to outline the use case and processes associated with Hibou's HR Expense Vendor module for Odoo, which allows you to record the associated Vendor on Expenses.

When using this module, if the expense is company paid, then the vendor will be the partner used when creating the journal entry. This makes expenses much easier to reconcile. Additionally, it adds the expense reference to the journal entry.

Getting Started

First thing's first, we want to install the module! Navigate to the Apps application and search for 'HR Expense Vendor'. When ready, click  Install .

Odoo CMS - a big picture

Good to Know!

This module requires the  Expense application. However, if you do not already have this application installed, Odoo will install it for you during this module's installation!

Processes

To get started, navigate to the Expenses application.

Odoo - Sample 1 for three columns


Adding a Vendor to an Expense

You'll be presented with a list of all 'To Submit' expenses. Select an existing expense or create a new one by clicking  Create .

To add a Vendor, simply choose an existing vendor from the dropdown menu or create a new Vendor on-the-fly by selecting Create and Edit.

When ready, hit  save .

Odoo CMS - a big picture

Technical

This module adds a new field `vendor_id` to the `hr.expense` model. Additionally, it validates the presence of an assigned vendor in order to process a company paid expense. The `vendor_id` field is added to both the HR Expense Form View and the HR Expense Sheet Form.