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hr_expense_petty_cash
<h1 class="title">Petty Cash</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/hr-expense/tree/13.0/hr_expense_petty_cash"><img alt="OCA/hr-expense" src="https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/hr-expense-13-0/hr-expense-13-0-hr_expense_petty_cash"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/289/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module work about expense that paid by petty cash.</p>
<p>General Process:</p>
<ol class="arabic simple">
<li>Create Petty Cash Holder</li>
<li>Transfer cash to Petty Cash Holder (by using Vendor Bill)</li>
<li>You can create expense paid by petty cash and select petty cash holder.</li>
<li>Then balance of petty cash holder less than amount of expense, you must transfer cash to petty cash holder before Submit Report to Manager.</li>
</ol>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p><strong>Create a Petty Cash Account</strong></p>
<ol class="arabic simple">
<li>Go to Invoicing > Configuration > Chart of accounts</li>
<li>Create a new petty cash account</li>
<li>Type = Bank and Cash or Account type that is asset</li>
</ol>
<p>Note:</p>
<ul class="simple">
<li>You will need the "Show Full Accounting Features" to see accounting data</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p><strong>Create a Petty Cash Holder</strong></p>
<ol class="arabic simple">
<li>Go to Invoicing > Configuration > Petty Cash</li>
<li>Create a new petty cash holder</li>
<li>Select Petty Cash Account and Journal (optional)</li>
</ol>
<p><strong>Add Balance for Petty Cash Holder</strong></p>
<ol class="arabic simple">
<li>Go to Invoicing > Vendor > Bill</li>
<li>Create a new vendor bill</li>
<li>Select Vendor (Petty Cash Holder)</li>
<li>Check Petty Cash will auto line with Unit Price = Max Limit - Balance</li>
</ol>
<p><strong>Create an Expense paid by Petty Cash</strong></p>
<ol class="arabic simple">
<li>Go to Expenses > My Expenses</li>
<li>Create a new expense</li>
<li>Select Paid by = Petty Cash and Select Petty Cash Holder</li>
</ol>
<p><strong>Create an Expense Report paid by Petty Cash</strong></p>
<ol class="arabic simple">
<li>Go to Expenses > My Expense Reports</li>
<li>Create a new expense report</li>
<li>Select or Create expenses Paid by Petty Cash and same Petty Cash Holder</li>
</ol>
<p>Note : Bill and Expense will default journal from petty cash holder,
if you configure journal in petty cash holder.</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/hr-expense/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_petty_cash%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Ecosoft</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="http://ecosoft.co.th">Ecosoft</a>:<ul>
<li>Pimolnat Suntian <<a class="reference external" href="mailto:pimolnats@ecosoft.co.th">pimolnats@ecosoft.co.th</a>></li>
<li>Saran Lim. <<a class="reference external" href="mailto:saranl@ecosoft.co.th">saranl@ecosoft.co.th</a>></li>
</ul>
</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id7">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/hr-expense/tree/13.0/hr_expense_petty_cash">OCA/hr-expense</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>