| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 230 |
| Technical Name |
pleo_iap |
| License | OPL-1 |
| Website | http://www.flexerp.dk |
| Versions | 17.0 14.0 16.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 230 |
| Technical Name |
pleo_iap |
| License | OPL-1 |
| Website | http://www.flexerp.dk |
| Versions | 17.0 14.0 16.0 15.0 |
Pleo integration
Import all expenses from Pleo to Odoo
This module allows you to transfer all your Pleo expenses to your Odoo accounting with just a few clicks.
How it works:
- Set up your different Pleo expense categories using your Odoo expense accounts.
- Create expenses in Pleo, select the right expense category and attach your receipts.
- Import your expenses and receipts to your Odoo accounting where you check and validate them.
In Pleo you set up your expense categories with your accounts from your Odoo chart of accounts and tax codes:
In the Pleo Export menu you will always be able to check whether any expenses are missing information. The Odoo import will not include expenses that are missing an account or a receipt:
In Odoo --> Accounting --> Configuration you can set up your Pleo import:
In Odoo --> Accounting --> Accounting a new menu "Pull Pleo Expenses" has also been added for manual import. Click on it and this pop-up will appear. Click 'Confirm' and remember to refresh the page:
In this case a new draft vendor bill is created for each Pleo expense. If the partner from Pleo doesn't already exist in Odoo it will be created on import:
You will see that the receipt is attached to the bill. All that is left to do now is check the bill line to see if you are happy with the account and tax code, and then you can validate it:
You have now imported your Pleo expenses to your Odoo accounting. How you proceed from here on is up to how you do your accounting. But one option would be to create an account (type Bank and Cash) in your chart of accounts for all Pleo related items and also a journal where this Pleo account is set. Your monetary transfers to Pleo should then be posted in this account in Odoo, and all your expenses should be marked as paid with the Pleo journal. You will then be able to reconcile everything in Odoo via the Pleo account.
This module uses IAP. For more information about availible packages go here https://iap.odoo.com/iap/in-app-services/671
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.
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