Expense Serial & Receipt

Expense claims in standard Odoo have no readable serial, which makes paper filing and audit hard. This module gives every expense a serial number built from a prefix defined on the employee, and adds a receiver and an amount in words. A printable expense receipt is available from the expense. It plugs into the Expenses app and Employees, and is used by employees, approvers and accountants who need traceable vouchers.

1. 1

   Set the serial prefix on the employee

   Open the employee form and fill the expense serial prefix field. That prefix is used for the employee expenses. If it is empty a default sequence is used.

   • Field: expense_serial_prefix on hr.employee
   • Optional
2. 2

   Create an expense

   In the Expenses app create the expense as usual. On creation the system assigns the serial automatically from a per-prefix sequence that it creates when missing. The serial is read only.

   • expense_serial assigned on create
   • Sequence per prefix
3. 3

   Fill receiver and amount in words

   Choose the receiver of the money on the expense. The amount in words is computed from the total so the receipt has the written amount. Both appear on the printed receipt.

   • receiver_id
   • amount_in_words computed
4. 4

   Print the expense receipt

   Press the print receipt action on the expense to open the receipt PDF with serial, employee, receiver and amounts. It uses the module report template. Reprints keep the same serial.

   • action_print_expense_receipt
   • PDF report

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