Expense Wallet

About Module


This module allows to manage the wallet for the employee expense. Money will be added in the wallet by who is managing the wallet of the employee so they have to do advance payment to add money in the wallet and this wallet can be used for future expenses. When the employee creates an expense that can be approved by only who is managing the employee wallet.
For ex. Anita is managing ABC employee expense and she adds $500 in the wallet. Now ABC creates expenses of $200. Once that expense is approved by Anita it will auto take $200 from the wallet. Now in the wallet will be $300.





Features


  • 1) You can create a wallet for employee expenses.
  • 2) Employee expense approved by a particular user or manager who manages employee wallet.
  • 3) Easy to manage employee expenses.
  • 4) Transaction history maintained in the journal entries.
  • 5) This module saves your important time.

Versions


  • v14.0
  • v13.0
  • v12.0

Installations


1) You will receive the link to download the zip file of the module please download it.

2) Extract the zip file, you will see a folder named ‘sh_expense_wallet’.

3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

4) Now, open the odoo as Developer Mode.

5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

6) In the search bar, search ‘sh_expense_wallet’.

7) Click on ‘Install’ to install it.

Workflow

Go to the expenses => settings and select bank in wallet journal.

Enable "Expense Wallet" group.

Now go to my expenses, then click "Wallet" in order to create the wallet.

Select employee and then click the "Add Payment" button.

After that one wizard opens, choose date, amount & description and press the "Add Payment" button.

The wallet is created.

Journal entries are created for every transfer.

Now employee create an expense.

After creating an expense press "Create Report".

Expense approved by a manager who manages employee wallet. So they have to go to the "Expense Reports" => "Reports To Approve".

Now press "Approve" to approve employee expense.

Now press "Post Journal Entries".

After approval that expense wallet amount is updated.

Journal entries are created for that.