Author: |
Ecosoft, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
14.0-imp-hr_expese_advance_clearing-add_invisible_field |
Repository: |
ecosoft-odoo/hr-expense |
Dependencies: |
hr_expense |
Languages: |
HTML (394, 34.9%),
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XML (133, 11.8%),
and
reStructuredText (119, 10.5%) |
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13.0-add-hr_expense_sequence,
13.0-enh-hr_expense_petty_cash_history,
13.0-fix-payment_diff,
13.0-imp-advance_clearing,
13.0-imp-hr_expense_advance_clearing-analytic_tag,
13.0-imp-hr_expense_petty_cash-active,
13.0-mig-hr_expense_advance_clearing,
13.0-mig-hr_expense_advance_clearing_1,
13.0-mig-hr_expense_advance_clearing_sequence,
13.0-mig-hr_expense_advance_overdue_reminder,
13.0-mig-hr_expense_payment_difference,
13.0-mig-hr_expense_petty_cash,
13.0-mig-hr_expense_petty_cash_sequence,
14.0-add-hr_expense_advance_clearing_detail,
14.0-add-hr_expense_cancel_confirm,
14.0-add-hr_expense_exception,
14.0-add-hr_expense_from_purchase_request,
14.0-add-hr_expense_o2m_widget,
14.0-add-hr_expense_pay_to_vendor,
14.0-add-hr_expense_payment,
14.0-add-hr_expense_payment_term1,
14.0-add-hr_expense_payment_widget_amount,
14.0-add-hr_expense_request_flow,
14.0-add-hr_expense_sequence_option,
14.0-add-hr_expense_substate,
14.0-add-hr_expense_tax_adjust,
14.0-add-hr_expense_to_vendor,
14.0-add-hr_expense_work_acceptance,
14.0-conflict-hr_expense_cancel_payment,
14.0-copier,
14.0-enh-hr_expense_advance_clearing-add-menus,
14.0-enh-hr_expense_advance_clearing-expense_post_return-advance,
14.0-enh-hr_expense_advance_clearing-return_advance,
14.0-enh-hr_expense_advance_clearing-validate_over_return,
14.0-enh-hr_expense_cancel-not_delete_move,
14.0-fix-advance_clearing-constraint,
14.0-fix-advance_clearing-context,
14.0-fix-advance_clearing-not_allow_cancel_pv,
14.0-fix-advance_clearing-not_allow_return_clearing,
14.0-fix-advance_clearing-readme,
14.0-fix-advance_clearing_return_advance,
14.0-fix-error_substate,
14.0-fix-hr_expense_advance_clearing,
14.0-fix-hr_expense_advance_clearing-access_warning_on_select_av,
14.0-fix-hr_expense_advance_clearing-button_clear,
14.0-fix-hr_expense_advance_clearing-readonly_ex_line,
14.0-fix-hr_expense_advance_clearing-redirect_return_advance,
14.0-fix-hr_expense_advance_clearing-return_advance_default,
14.0-fix-hr_expense_advance_clearing-skip_check_account_post,
14.0-fix-hr_expense_analytic_distribution,
14.0-fix-hr_expense_exception-tree_view,
14.0-fix-hr_expense_payment-paid_by_company,
14.0-fix-hr_expense_tier_validation,
14.0-fix-hr_expense_tier_validation-change_tier,
14.0-fix-hr_expense_tier_validation-state,
14.0-fix-onchange_clearing_advance,
14.0-hr_expense_advance_detail_from_purchase_request,
14.0-hr_expense_payment_and_cancel,
14.0-imp-hr_expense_advance_cleaing-employee_advance,
14.0-imp-hr_expense_advance_clearing-add_invisible_emp_field,
14.0-imp-hr_expense_advance_clearing-multi_advance_line,
14.0-imp-hr_expense_advance_clearing-tab_clearing,
14.0-mig-hr_expense_advance_clearing,
14.0-mig-hr_expense_advance_clearing_sequence,
14.0-mig-hr_expense_advance_overdue_reminder,
14.0-mig-hr_expense_invoice_new,
14.0-mig-hr_expense_petty_cash,
14.0-upd-copier,
15.0-add-hr_expense_cancel_confirm,
15.0-add-hr_expense_cancel_policy,
15.0-add-hr_expense_excluded_tax,
15.0-fix-advance_clearing-permission_button_clear,
15.0-fix-hr_expense_advance_clearing,
15.0-fix-hr_expense_advance_clearing-readme,
15.0-imp-hr_expense_cancel,
15.0-mig-hr_expense_advance_clearing,
15.0-mig-hr_expense_advance_clearing_sequence,
15.0-mig-hr_expense_analytic_distribution,
15.0-mig-hr_expense_pay_to_vendor,
15.0-mig-hr_expense_payment_widget_amount,
15.0-mig-hr_expense_petty_cash,
15.0-mig-hr_expense_sequence,
15.0-mig-hr_expense_sequence_option,
15.0-mig-hr_expense_substate,
15.0-mig-hr_expense_tier_validation,
and
15.0-mig-hr_expense_widget_o2m |
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<h1 class="title">Employee Advance and Clearing</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/14.0/hr_expense_advance_clearing"><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-14-0/hr-expense-14-0-hr_expense_advance_clearing"><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/289/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Standard Expenses module allow employee to do the expense reimbursement only after the expense has been made.
In other world, employee will need to pay first and reimburse later.</p>
<p>This module, allow company to advance an amount to the employee.
Employee can then use that advance amount to purchase product/service first, then back to company and do the clearing.</p>
<p>There can be 3 scenarios for advance and clearing</p>
<ul class="simple">
<li>When clearing amount = advance amount, no other operation is required.</li>
<li>When clearing amount > advance amount, company will pay the extra to employee.</li>
<li>When clearing amount < advance amount, employee will return the remain to company.</li>
</ul>
<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>This module will create a new product "Employee Advance" automatically.
You will need to setup the Expense Account of this product to your Employee Advance account manually.</p>
<ul class="simple">
<li>Open Product window and search for "Employee Advance"</li>
<li>On Accounting tab, select appropriate employee advance account from your chart of account</li>
</ul>
<p>Note:</p>
<ul class="simple">
<li>You will need the "Show Full Accounting Features" to see accounting data</li>
<li>Employee Advance account code, if not already exists, you can create one. Use type = Current Asset and check Allow Reconciliation.</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p><strong>Create an Employee Advance</strong></p>
<ol class="arabic simple">
<li>Go to Expenses > My Expenses > My Expenses to Report</li>
<li>Create a new Expense as normal, but also check "Employee Advance" checkbox</li>
<li>Product = Employee Advance will be set automatically, do not change.</li>
<li>Set the unit price to advance amount</li>
<li>Click Create Report as normal. Please note that, this expense report will also has flag "Employee Advance" checked.</li>
<li>As normal, do Approve > Post Journal Entries > Register Payment.</li>
<li>As this is Advance, you will see new field "Amount to clear".</li>
</ol>
<p><strong>Clear Advance</strong></p>
<ol class="arabic simple">
<li>Go to Expenses > My Reports.</li>
<li>Search for the Advance you want to clear, or use filter "Advance (not cleared)" to see all uncleared advance.</li>
<li>Open an Advance which is now in paid status with some Amount to be cleared.</li>
<li>Click button "Clear Advance", system will create new Expense Report with reference to the previous step Advance.</li>
<li>Add or create Expense line(s) as normal.</li>
<li>As normal, do Approve > Post Journal Entries</li>
</ol>
<p>Note:</p>
<ul class="simple">
<li>If the total expense amount less than or equal to the advance amount, the status will be set to Paid right after post journal entries.</li>
<li>If the total expense amount more than the advance amount, Register Payment will pay the extra amount then set state to Paid.</li>
</ul>
<p><strong>Return Advance</strong></p>
<ol class="arabic simple">
<li>Go to Expenses > My Reports.</li>
<li>Search for the Advance you want to clear, or use filter "Advance (not cleared)" to see all uncleared advance.</li>
<li>Open an Advance which is now in paid status with some Amount to be cleared.</li>
<li>Click button "Return Advance" will open Register Payment wizard with Amount to clear.</li>
<li>Click button "Create Payment" to return that amount back</li>
<li>All returned, Amount to clear is now equal to 0.0</li>
</ol>
<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_advance_clearing%0Aversion:%2014.0%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>Kitti Upariphutthiphong <<a class="reference external" href="mailto:kittiu@ecosoft.co.th">kittiu@ecosoft.co.th</a>></li>
<li>Tharathip Chaweewongphan <<a class="reference external" href="mailto:tharathipc@ecosoft.co.th">tharathipc@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>
<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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/kittiu"><img alt="kittiu" src="https://github.com/kittiu.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/hr-expense/tree/14.0/hr_expense_advance_clearing">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>