Recording Employee Expenses in Odoo 18 Accounting | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Learn how to record employee expenses in Odoo 18 Accounting with this detailed step-by-step tutorial. We’ll show you how to: Create an expense report in Odoo 18 Add expense details like travel, meals, and office supplies Submit expenses for manager approval Post expenses into accounting and reimburse employees Employee expenses are common in every business, […]

How to Approve Expenses in Odoo 18 | Odoo 18 Expenses Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Tired of manual expense reports piling up? Odoo 18 provides a powerful and intuitive system for managing and approving expenses, bringing clarity and control to your financial workflows. This video is your essential guide to efficiently reviewing, approving, and rejecting employee expenses. We’ll show you how Odoo 18 empowers finance teams and managers to: Quickly […]

How to Manage Your Company Budget Using Odoo 17 Accounting | Budget Management in Odoo 17 Accounting – CBMS Odoo ERP

Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]

How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]

Odoo 14 Expense Management | Odoo 14 Human Resource – CBMS Odoo ERP

Success in expense management decides the financial success of a firm. For a small business, large scale business, and other operations, the expenses for the business will be managed in different ways. Sometimes, the employees will have to purchase components or equipment for the company without getting the advance payment. The travel allowance and communication […]