Expense Budget
Allow HR departments to set budgets for specific products and easily determine whether the total automatically calculated expenses are within budget or over budget.
Expense Budget
Allow HR departments to set budgets for specific products and easily determine whether the total automatically calculated expenses are within budget or over budget.
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo offers straightforward expense apps, but in practice, this simplicity introduces complexity for end-users. They are required to handle taxes, unit prices, products, and remember specific information for descriptions. Additionally, there are limitations for the HR department, such as the inability to predefine prices, budgets, and mandatory information like the related partner.
CLUEDOO'S FUNCTIONS
Cluedoo offers an advanced configuration for your HR department along with a user-friendly interface for end-users. This enhanced configuration provides the HR department with greater flexibility.
MODULE +
Budget control: Allows setting budgets for each product, such as Hotel and Restaurant, to reinforce company rules for employee expense refunds, with computation of the gap between realized and budgeted amounts.
CLUEDOO RECOMMENDATION
Cluedoo incorporates essential expense features for seamless integration with Odoo's expense apps. Installation is recommended for all companies utilizing expense apps; it is crucial for medium and large companies and becomes both useful and user-friendly for small companies after the initial configuration.
Additionally, our HR Cluedoo modules offer advanced features for your HR department, covering modules on expense, timesheet, leave, employee book, and payroll.
OUR FEATURES AS SOLUTION
Expense Budget Information
Add budget for products
Budget control
Determine if expense is in or out of budget, by what amount
HOW TO USE THIS MODULE
1
In Expense -> Configuration -> Expense Categories, access the desired expense categories.
You can assign a budget for the particular product in Expense Budget.
2
When employees create a new expense, they can select the expense category. Total budget will be automatically generated based on the set expense budget.
If the total cost is within budget, the remaining budget will be automatically calculated in field "Gap" and field "Expense Control" will appear as "In Budget".
If the total cost exceeds the budget, the surpassing amount will also be automatically calculated as a negative number in field "Gap" and field "Expense Control" will appear as "Out Budget".
3
The expense report will also contain field "Expense Control" so HR can observe if the cost is In Budget or Out Budget.
