Introduction

Transform your expense management process with the Import Expense and Expense Sheet module for Odoo. This powerful tool is designed to eliminate the inefficient and error-prone task of manually submitting employee expenses one by one. By enabling you to import individual expense lines or complete multi-line expense reports in bulk from a simple Excel or CSV file, you can dramatically accelerate the entire workflow. This module is the perfect solution for businesses looking to streamline expense submission, improve accuracy in financial records, and provide a faster, more convenient reimbursement process for their employees.

Key Features

• Dual Import Capability: Import both individual employee expenses and complete multi-line expense sheets.

• Flexible File Formats: Seamlessly import your data using either Excel (.xlsx) or CSV (.csv) files for maximum convenience.

• Comprehensive Data Mapping: Import all essential expense details, including the expense description, product, quantity, unit amount, and employee.

• Intelligent Record Matching: Easily identify employees by their name and expense products by their name, internal reference, or barcode.

• Automated Report Creation: Automatically generates expense reports in Odoo, ready for manager approval and accounting review.

• User-Friendly Templates: Comes with downloadable sample files to ensure your data is structured perfectly for a hassle-free import.

• Clear Validation: Provides informative error messages to help you quickly identify and correct any issues within your import file.

Benefits

• Drastically reduces the time and effort required for employees and managers to submit and process expenses.

• Significantly minimizes the risk of data entry errors, ensuring accurate expense allocation and reimbursement.

• Accelerates the entire expense approval and payment cycle, improving employee satisfaction.

• Simplifies the process of submitting large or complex expense reports with multiple items.

• Enhances financial control and visibility with timely and accurate expense data.

• Streamlines the workflow for your HR and accounting departments.

• Empowers your team with a faster, more efficient way to manage their business expenses.

Compatibility & Technical Details

• Required Modules: Expenses (hr_expense), Employees (hr), Invoicing (account), Discuss (mail).

• License: OPL-1

• Technical Name: odoo_expense_import_excel

Installation:

1. Download the module file.

2. Place the module folder into your Odoo addons directory.

3. Restart the Odoo server.

4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

5. Search for "Import Expense and Expense Sheet from Excel" and click 'Install'.