Introduction

This module streamlines the management of employee travel within helpdesk operations by enabling seamless submission and approval of travel requests, along with advance expense handling. Integrated directly into helpdesk workflows, it connects travel processes with key functions including expenses, project tracking, CRM, invoicing, and internal communication. This unified approach not only enhances efficiency but also ensures clear visibility and smoother collaboration across departments.

Key Features

• Submit and approve employee travel requests via integrated helpdesk process

• Manage advance travel expenses through a built-in wizard workflow

• Enable creation and tracking of expense claims linked to approved travel

• Automatically generate expense sheets from travel requests using standard expense tools

• Print professional travel request PDF reports directly from request forms

• Seamless integration with core modules: Expenses, HR (Employees), Invoicing, Projects, CRM, Sales, Website, Calendar, Contacts, and Discuss

Benefits

• Centralizes travel and expense workflows within familiar helpdesk environment

• Speeds up approvals and reduces manual follow-up with built-in request tracing

• Enhances financial accuracy by linking travel and expense records

• Improves transparency through integrated reporting and PDF travel documentation

• Supports cross-functional coordination by tying travel workflows to CRM, Projects, and HR systems

Compatibility & Technical Details

This module, known as helpdesk_employee_travel_managment, integrates seamlessly into Odoo’s helpdesk and travel expense ecosystem. It depends on core applications such as Employees (HR), Expenses, Invoicing, Project, CRM, Sales, Website, Calendar, Contacts, and Discuss for full functionality. Released under the proprietary license, it’s installed by placing the module into your custom addons directory, updating the addons path, restarting the system, and installing through the apps interface.