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How to use Expense Tracker Module on odoo

To use Expense Tracker Module on Odoo

For over a week, we have been posting several tutorials about Odoo and various other aspects of it. Today, in this tutorial you will be briefed about Expense Tracker, an app available on Odoo, and the method to use it. It will keep track on the expenses or purchases of products made by employees of an organization. Since keeping track of employees' account manual, collection of bill, and reimbursement is a tedious process, Odoo' s interface that has internal record of employees expenses in a separate tab and its account operation enhancement comes as an easy solution for tracking them. Odoo also has several essential and useful apps which makes ERP not only easy but fun.

Following are the Apps available on Odoo

  • CRM
  • Project
  • Inventory Management
  • MRP
  • Sales Management
  • Point of Sale
  • Discuss
  • Leave Management
  • Accounting and Finance
  • Invoicing
  • Issue Tracking
  • Productivity
  • Website builder
  • e- Commerce
  • Purchase Management
  • Employee Directory
  • Dashboards
  • Timesheets
  • Recruitment Process
  • Expense Tracker
  • Survey
  • Mass Mailing Campaign
  • Lunch
  • Equipment
  • Calendar
  • Online Events
  • Blogs
  • Slides
  • Forum
  • Fleet Management
  • Website Live chat
  • Repairs Management



Using Expense Tracker

Once you are inside your Odoo application, go to the Expense tracker available under the Apps section and click “ install.”

Once the installation is completed, a new expense record should be created.

In the newly created expense record, provide all the necessary details such as product, unit price, date, quantity taxes, etc. Click on save once it is done.

Once saved, you' ll have the Expense Description on your screen. Click on Submit to Manager, so that the details are sent to the manager.

That was all. It was simple to use, wasn' t it? More articles on Odoo is yet to come, so stay connected.

Tag : odoo
FAQ
Q
Can I use Speed Budget on multiple devices?
A
We have plans in the future to allow syncing of data to multiple devices that you own. At this time Speed Budget, data can only be accessed from the device on which it is entered.
Q
How do I upgrade or track more expense categories?
A
Simply use the “Upgrade” option from the main menu navigation. You will find various in-app purchases you can make to increase your category tracking limit.
Q
How many categories can I track?
A
You may track up to 6 categories for free with Speed Budget. To help support the lengthy and ongoing development process of Speed Budget, please look to purchase extra categories and features for a very small fee using our in-app purchase area accessed from the “Upgrade” page.
Q
How do I enter an expense into a category when I’ve spent something?
A
From the home screen tap any category, you want to enter something in. From the category details screen, you can then use the “add” button to enter an expense manually.
Q
Can I enter expense amounts manually if my category has “Auto Enter Budget” switched on?
A
Yes. You may wish to add extra amounts into a category manually at times. This will not interrupt the normal automatic recurring expense which occurs for the category.