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HR Employee Travel Expense in Odoo

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Required Apps Employees (hr)
Expenses (hr_expense)
Project (project)
Discuss (mail)
Invoicing (account)
Technical Name bi_employee_travel_managment
License OPL-1
Also available in version 18.0 14.0
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Technical Name bi_employee_travel_managment
License OPL-1
Also available in version v 14.0 v 18.0

Introduction

The Employee Travel & Expense Management module for Odoo offers a comprehensive tool for handling employee travel, advances, and expense claims. It is built for organizations needing clear visibility and control over travel budgets, faster approvals, and accurate expense tracking. With this module, employees can request travel and advances, submit expense reports after travel, and management can approve or reject with full oversight—ensuring financial discipline and streamlined travel operations.

Key Features

  • Submit travel requests including itinerary, purpose, and advance needs

  • Request and track travel advances before trips begin

  • Record actual expenses incurred during travel and compare with advance amounts

  • Convert travel expenses into expense claims for reimbursement

  • Print detailed travel request and expense reports

  • Manage workflow states: draft → submitted → approved → completed

Benefits

  • Improves employee satisfaction by making travel requests and reimbursements simple and transparent

  • Enhances financial control by tracking advances vs. actual expenses

  • Reduces manual errors and delays in expense reconciliation

  • Provides management with clear reports for auditing and budgeting purposes

Compatibility & Technical Details

  • Technical Name: bi_employee_travel_managment

  • Required Modules: Employees (hr), Expenses (hr_expense), Project (project), Discuss (mail)

  • License: Odoo Proprietary License v1.0

  • Installation Steps:

    1. Ensure the required modules (Employees, Expenses, Project, Discuss) are installed in your Odoo system.

    2. Install the Employee Travel & Expense Management module.

    3. Configure user permissions for travel request creation, advance payment, and expense approval.

    4. Set up report templates for travel and expenses.

    5. Begin using the workflows: employees submit travel requests → request advances → log travel expenses → management reviews and approves.

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.