How to Manage Employee Expenses Using Odoo 16 Accounting | Odoo 16 Enterprise Edition

hi all welcome back to new video so let's discuss about how to manage the employee expense in Odo 16 accounting module so what is employee expense the money that is taken by the employee for the purpose of company is known as employee expense so in some situations the employee will be taking uh money for various purposes like meeting with a client having a lunch with a client or accommodation with a client so in all those cases sometimes the employee will be handling the expenses from his pocket so in such cases company is responsible to give

back the money to the employee so this can be easily managed in Odo 16 accounting module so let's say an example John is an employee of of it for so he has to meet his client and he has to move to Nada locality so he will be facing a transportation charge and he should have a meal with the client and accommodation so he has to request this expense to the company so he has to give the relevant information like a description of the expense then the total amount has to specify the dates and also need

to specify the build reference so the company or the manager can either approve the expense or reject the expense so let's check how to manage the employee expense in Odo 16 Erp so first we have to activate uh or install the expense module from the App Store so here we have already installed the expense module uh from the App Store now just go to the accounting module and under winter tab you can say employee expenses as we have enabled the expense module it is visible under Venture Tab and it is possible to see all the

configured employee expenses here and if you want to create a new employee expense just click on new and can create an employee expense report so let the employee expense a report B uh yeah let it be flight ticket and you can choose the employee let the employee be Anita Oliver and you can also choose a manager for this and uh we can also create expense so let it be flight ticket and again specify the amount you can also choose the uh category and now uh the amount is being taken by the employee Anita Oliver so

it the amount must be reimbursed which means that money must be given back to the employee from the company and here we can also attach the build reference and can also provide the expense date account and company name now let me save and close this and uh we can submit this expense to the manager so click on submit to manager so as the expenses submitted to manager you can see that an expense has created and the draft state of employee expense has moved to the submitted States and the employee I mean the manager can either

approve or refuse it this employee expense so click on approve button to approve this employee expense and if you want to post this in in the journal entries you can click on post a journal entries so that a journey entry will be created here and to make the payment you can click on register payment so that you can see a wizard with register payment has popped here and you can specify the journal payment method and the amount payment date and the memo and you can also choose the bank of the employee and click on create

payment so after reconciliation the payment will be moving to the back okay and let's create one more expense uh let's create another expense that is mails and you can choose the employee Let It Be Anita Oliver and you can also choose him um Michelle admin as a manager and let's create an expense that is meals and you can choose a category and you can also specify the total that is the amount that is uh is is been spent and enough uh the company has directly given the money so you can choose that as it's being

paid by the company and if you have any Bill reference you can attach it here and can specify the expense date and con can also give the account and customer to reinvoice and uh name of the company now let me save this and let's submit this to the manager so here as we have submitted you can see an expenses uh is created here and the manager can either approve or reject the employee expense so if the manager is rejecting this or refusing this click on refuse button so that we have to specify or the manager

has to specify the reason to refuse the expense so manager can give the reason as bill is not attached Okay now click on refuse so that the expense is refused and moved to the refuse stage and under the employee expenses you can see that uh Anita Oliver with an expense report means under the company my company San Francisco uh the expenses refused okay so this is a half Odo manager's employee expense and uh if you have any doubt regarding the employee expenses setting up the employee expense using Odo 16 accounting module uh makes the employee

management or expense management more flexible and transparent so hope this concept is clear for you thank you for watching the video [Music]