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Expense Integration Job Orders for Project

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Required Apps Expenses (hr_expense)
Employees (hr)
Invoicing (account)
Discuss (mail)
Inventory (stock)
Project (project)
Purchase (purchase)
Community Apps Dependencies odoo_job_costing_management
material_purchase_requisitions
Technical Name job_work_order_expense
License OPL-1
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Technical Name job_work_order_expense
License OPL-1

Introduction

This module empowers employees to submit expenses directly on job orders and project tasks, enhancing project expense tracking and accountability. By enabling expense attachments and seamless integration with job or work order forms, the module simplifies the workflow for construction, contracting, or any job-based projects in Odoo. With smart buttons on job orders and project views, users and managers gain immediate visibility into associated expenses, facilitating efficient expense management and accurate cost documentation.

Key Features

  • Allow employees to submit expenses directly linked to job orders or work orders with optional receipt attachments

  • Expenses appear on job order, work order, and project forms via smart buttons for quick access

  • Expense submission integrates seamlessly into the standard expense approval workflow in Odoo

  • Enable project managers to view all related expenses through smart buttons on project forms

  • Supports image or photo attachments for detailed expense documentation

Benefits

  • Enhances accuracy by associating expenses directly with the job or project they belong to

  • Streamlines approval by integrating job-order expenses into existing expense workflows

  • Improves transparency through quick visibility of job-related expenses via smart buttons

  • Reduces administrative effort by centralizing both project and expense management

  • Supports detailed expense records with attachments for better documentation and verification

Compatibility & Technical Details

The module’s technical name is job_work_order_expense and it is licensed under Odoo Proprietary License (OPL-1).

It depends on the following modules: Expenses (hr_expense), Employees (hr), Invoicing (account), Discuss (mail), Inventory (stock), Project (project), and Purchase (purchase).

Installation Steps

  1. Copy the module into your Add-Ons directory

  2. Enable developer mode and update the apps list

  3. Install the module from the backend

Once installed, employees working on job orders or projects can submit expenses directly from the job or work order form. These expenses integrate with the standard expense workflow, and smart buttons will appear on job orders and project forms for immediate expense visibility.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.