Introduction

This module enables customers to submit and monitor expense entries directly through the customer portal, offering a seamless interface for clients to log expenses independently. By integrating portal-based expense submission into your workflow, businesses can enhance operational transparency and streamline expense tracking while keeping all financial data consolidated and visible in real time.

Key Features

• Allow customers to submit expense entries via the customer portal, improving ease of use

• Seamlessly integrate portal-submitted expenses into central expense workflows for unified tracking

• Provide clients with visibility into their expense reports for greater transparency

• Support integration with existing employee expense structures to maintain consistent data flow

• Enhance the collaborative expense management process between clients and internal teams

Benefits

• Boosts customer engagement by offering self-service expense submission through the portal

• Increases accounting efficiency by consolidating all expenses—including portal entries—into unified workflows

• Improves transparency for clients with real-time visibility into their submitted expenses

• Reduces manual data entry by capturing expenses directly from client submissions

• Enhances collaboration and trust between clients and internal processes through simplified expense handling

Compatibility & Technical Details

This module, technically named expense_customer_portal, is released under the Odoo Proprietary License (OPL-1). It depends on the following modules: Expenses (hr_expense), Discuss (mail), Employees (hr), and Invoicing (account)

To install, copy the module into your Add-Ons directory, activate developer mode, update the app list, and install it via your backend interface. Once installed, customers can directly submit expense entries via their portal interface, which then flow into existing expense workflows for management and reconciliation.