<h1 class="title">Overdue Employee Advance Reminder</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_overdue_reminder"><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_overdue_reminder"><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>This module allow company to send overdue advance reminders to the employee. it sends a reminder for an expense advance when it has past it's <em>Due Date</em> An overdue reminder for a employee always include all the overdue advance an amount of that employee.</p> <p>The module supports a clever expense reimbursement reminder counter mechanism:</p> <ul class="simple"> <li>the reminder counter is a property of an expense advance,</li> <li>the reminder counter of each overdue expense advance is incremented every time when you sending a reminder by email / letter.</li> <li>in an email template, you can configure at <em>Settings &gt; Technical &gt; Email &gt; Templates &gt; Name 'Overdue Advance Reminder'</em></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>To configure this module, you need to:</p> <ol class="arabic simple"> <li>Go to <em>Settings &gt; Technical &gt; Overdue Reminders &gt; Reminder Definition</em>.</li> <li>Create as 1 model (hr.expense.sheet).</li> <li>Specify the time period for the set due date clearing advance. This field is Terms Due Date has default 30 days and it will compute due date by today + Terms Due Date, when you Post Journal Entries on expense sheet.</li> <li>Specify other fields (if any)</li> </ol> <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 &gt; My Expenses</li> <li>Create a new Expense Advance as normal</li> <li>As normal, Create Report &gt; do Submit to Manager &gt; Approve &gt; Post Journal Entries (Due Date will created when you Post Journal Entries) &gt; Register Payment.</li> </ol> <p><strong>Following Overdue and NOT Clear Advance by Expenses Form/Tree View</strong></p> <ol class="arabic simple"> <li>Go to Expenses &gt; Expense Reports &gt; To Overdue.</li> <li>Open an Advance which is now in overdue to sending expense advance reminders.</li> <li>Click button &quot;Overdue Reminder&quot;.</li> <li>Check information &gt; Click button &quot;Start&quot; to created a overdue reminder</li> <li>it will generate only document that you selected.</li> </ol> <p><strong>Following Overdue and NOT Clear Advance by Wizard Filter</strong></p> <ol class="arabic simple"> <li>Go to Expenses &gt; Employee Overdue &gt; Overdue Filters</li> <li>Filter the partner (partner in address employee) that you want to remind.</li> <li>Click button &quot;Start&quot; to created a overdue reminder</li> </ol> <p><strong>Send reminder to employee</strong></p> <ol class="arabic simple"> <li>Go to Expenses &gt; Employee Overdue &gt; Overdue Reminder</li> <li>Select document that you need send reminder to employee.</li> <li>Click button &quot;Send&quot; to reminder employee.</li> </ol> <p>Note:</p> <ul class="simple"> <li>Employee filter is related from Private Address</li> <li>If you configure &quot;Create Activity&quot; on Reminder Definition, it will automatic create activity next time to remind employee.</li> </ul> <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_overdue_reminder%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><a class="reference external" href="http://ecosoft.co.th">Ecosoft</a>:<ul> <li>Saran Lim. &lt;<a class="reference external" href="mailto:saranl&#64;ecosoft.co.th">saranl&#64;ecosoft.co.th</a>&gt;</li> <li>Pimolnat Suntian &lt;<a class="reference external" href="mailto:pimolnats&#64;ecosoft.co.th">pimolnats&#64;ecosoft.co.th</a>&gt;</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>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/Saran440"><img alt="Saran440" src="https://github.com/Saran440.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_overdue_reminder">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>