<h1 class="title">Hr expense - cancel policy</h1> <p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/hr-expense/tree/15.0/hr_expense_cancel_policy"><img alt="OCA/hr-expense" src="https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/hr-expense-15-0/hr-expense-15-0-hr_expense_cancel_policy"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runbot.odoo-community.org/runbot/289/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module allows for the cancellation policy of an Expense document to be changed based on the configured settings for expense, journal entries, and payment. By configuring the &quot;Expense Cancel Policy&quot; settings, the state of the Expense document can be changed according to the set policy.</p> <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 set the &quot;Expense Cancellation Policy&quot; to the standard Odoo policy by default. You will need to setup the Expense Cancellation Policy to your policy manually.</p> <ol class="arabic simple"> <li>Go to <em>Expenses &gt; Configuration &gt; Settings</em></li> <li>Set the policy in &quot;Expense Cancellation Policy&quot;</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To use this module:</p> <p>Case 1: Cancel Expense</p> <ol class="arabic simple"> <li>Go to expenses and normal process until posted</li> <li>Click on <em>Cancel</em>, the expense report will be set state following your config in expense cancellation policy (Cancel expense, Expense change state to)</li> </ol> <p>Case 2: Cancel Journal Entries</p> <ol class="arabic simple"> <li>Go to expenses and normal process until posted</li> <li>Go to journal entry that depend on expense &gt; Reset to Draft &gt; Cancel Entry</li> <li>The expense report will be set state following your config in expense cancellation policy (Cancel JE, Expense change state to)</li> </ol> <p>Case 3: Cancel Payment</p> <ol class="arabic simple"> <li>Go to expenses and normal process until Done</li> <li>Go to payment that depend on expense &gt; Reset to Draft &gt; Cancel Entry</li> <li>The expense report will be set state following your config in expense cancellation policy (Cancel payment, Expense change state to)</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_cancel_policy%0Aversion:%2015.0%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="https://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> </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 image-reference" 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/15.0/hr_expense_cancel_policy">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>