Expense Document Centralisation
Centralize all attached files of the submitted expenses into the location in the Documents app that we set up in Settings.
Expense Document Centralisation
Centralize all attached files of the submitted expenses into the location in the Documents app that we set up in Settings.
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
Odoo Expenses streamlines the management of expenses. After an employee submits their expenses in Odoo, the expenses are reviewed by management and accounting teams. Once approved, payments can then be processed and disbursed back to the employee for reimbursement(s).
CLUEDOO BEHAVIOUR
Cluedoo extends this feature and lets you add all the document of Resource (CLuedoo) on Document
MODULE +
CLUEDOO RECOMMENDATION
Install on 100% of your database.
HOW TO USE MODULE
HOW TO USE MODULE
1. On Settings > Documents > Tick Expenses > Workspace: Internal
2. Create new Expenses or Choose expense with status is: To submit
3. Choose Attach receipt -> choose file to attach. Also attach file with attachment button from chatter
4. Create report > Submit to Manager
5. Go to Documents to check if the file was sync
