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[IMP] expense: Update doc flow to v11

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Yannick Tivisse 2 years ago
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expense/expense.rst View File

@@ -30,9 +30,9 @@ Here are some examples to configure:

* Cost: 0.0

Dont forget to set an expense tax on each expense type
Don't forget to set an expense tax on each expense type
(and an account if you use Odoo Accounting).
Its usually a good practice to use a tax that is configured
It's usually a good practice to use a tax that is configured
with *Tax Included in Price* (see: :doc:`../accounting/others/taxes/tax_included`).
That way, employees report expenses with
prices including taxes, which is usually the expected behaviour.
@@ -159,64 +159,68 @@ See how you can easily manage the payment process in Odoo:
* :doc:`../accounting/payables/pay/sepa`


How to reinvoice expenses to your customers
===========================================
How to re-invoice expenses to your customers
============================================

If you track expenses on customer projects, you can charge them
back to your customers automatically.
If you track expenses on customer projects, you can charge them back to
your customers automatically.

Setup
-----

* Install *Sales* app if not yet done.
* Go to :menuselection:`Accounting --> Configuration --> Settings` and install
Analytic Accounting* (in Recommended Features).
- Enable **Customer Billing** in the Expenses settings

* Go to :menuselection:`Sales --> Sales --> Products` and set the invoicing method
on all your Expense types:
- Go to the product configuration menu and set the invoicing method on
all your Expense types:

* At cost: will invoice expenses at their real cost.
* At sales price: will invoice based on a fixed sales price
defined in the product form.
- Ordered quantities : it will invoice expenses based on the ordered
quantity

.. image:: ./media/expense_invoicing_01.png
:align: center
- Delivered quantities :it will invoice expenses based on the
expenses quantity

- At cost: will invoice expenses at their real cost.

- At sales price: will invoice based on a fixed sales price set on
the sale order.

.. image:: media/expense_invoicing_01.png
:align: center

Create an order
---------------
* As a salesman, create and confirm a Sales Order for the services
delivered to your customer. Don’t put any expense in the order.
They will be added automatically once posted by the accountant.

* Link this order to an analytic account dedicated to the customer project.
You can create it on the fly.
- As a salesman, create and confirm a Sales Order for the services
delivered to your customer. If you don't put any expense in the
order, it will be added automatically once posted by the
accountant.

.. image:: ./media/expense_invoicing_02.png
:align: center
- Link the expense to the Sale Order.

.. tip::
If you track *Timesheets* on customer projects, Odoo can create
an analytic account automatically once the order confirmed.
It's useful if your employees must record timesheets on customer-specific projects.
To do so, open your order product (service item) and make sure *Track Service*
is set on *Timesheets on project*.
.. image:: media/expense_invoicing_02.png
:align: center

Submit, validate and post expenses
----------------------------------
* As a manager, make sure the analytic account is set on every expense line
on approving expenses reports. Click the line to add one if missing.
Employees are already able to set one when submitting.

.. image:: ./media/expense_invoicing_03.png
:align: center
- As a manager, make sure the analytic account is set on every expense
line on approving expenses reports. Click the line to add one if
missing. Employees are already able to set one when submitting.

.. image:: media/expense_invoicing_03.png
:align: center

* As an accountant, post journal entries.
- As an accountant, post journal entries.

Invoice expenses
----------------
Now you can invoice the order.It shows up in :menuselection:`Sales --> Invoicing --> Sales to Invoice`.
The expenses have been added automatically in the order lines.
Such items show up in blue (i.e. to invoice).

.. image:: ./media/expense_invoicing_04.png
:align: center
Now you can invoice the order. It shows up in
:menuselection:`Sales --> Invoicing --> Sales`
to Invoice. The expenses have been added automatically in the order
lines. Such items show up in blue (i.e. to invoice).

.. image:: media/expense_invoicing_04.png
:align: center

e (i.e. to invoice).

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expense/media/expense_invoicing_01.png View File


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expense/media/expense_invoicing_02.png View File


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expense/media/expense_invoicing_03.png View File


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expense/media/expense_invoicing_04.png View File


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