HR Expense & Payroll Integration

by T.V.T Marine Automation (aka TVTMA) , Viindoo

$ 421.03

v 16.0 Third Party 3

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Expenses (hr_expense) • Employee Contracts (hr_contract) • Invoicing (account) • Employees (hr) • Discuss (mail) • Time Off (hr_holidays) • Calendar (calendar)
Community Apps Dependencies	Show • Payroll • TVTMA HR Payroll Accounting • Viin HR Expenses • Employee Relatives • Viin - Holiday Work Entry • Viin HR Base • Viin HR Contracts • Viin Time-Off • Viindoo Base • Work Entry - Contract • Partner Date of Birth • Viin Resource • Work Entry • HR Accounting • Viindoo Accounting
Lines of code	17192
Technical Name	`to_hr_expense_payroll`
License	OPL-1
Website	https://viindoo.com/apps/app/16.0/to_hr_expense_payroll
Versions	11.0 14.0 16.0 10.0 13.0 12.0 15.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Expenses (hr_expense) • Employee Contracts (hr_contract) • Invoicing (account) • Employees (hr) • Discuss (mail) • Time Off (hr_holidays) • Calendar (calendar)
Community Apps Dependencies	Show • Payroll • TVTMA HR Payroll Accounting • Viin HR Expenses • Employee Relatives • Viin - Holiday Work Entry • Viin HR Base • Viin HR Contracts • Viin Time-Off • Viindoo Base • Work Entry - Contract • Partner Date of Birth • Viin Resource • Work Entry • HR Accounting • Viindoo Accounting
Lines of code	17192
Technical Name	`to_hr_expense_payroll`
License	OPL-1
Website	https://viindoo.com/apps/app/16.0/to_hr_expense_payroll
Versions	11.0 14.0 16.0 10.0 13.0 12.0 15.0

What it does

This module is a bridge between the HR Expense application (hr_expense) and the Payroll application (to_hr_payroll) to transfer Expenses made by employees to their payslips for later reimbursement by the company.

Key Features

The module provides additional features:

Allow employees to propose reimbursement for their expenses on the payslips.
Add the salary rule HR Expense Reimbursement Amount to calculate the amount to be reimbursed to an employee during a salary cycle. You can adjust this salary rule appropriately:
- Example: result = sum(payslip.hr_expense_ids.filtered(lambda exp: 'Air Ticket' in exp.product_id.name).mapped(total_amount)) will summarize all the expenses amount concerning 'Air Ticket' and return the result for the salary rule.
- Etc.
Allows to identify information about expenses and automatically calculate the amount to be reimbursed to employees on payslips.

Editions Supported

Community Edition

Installation

Navigate to Apps;
Search with keyword to_hr_expense_payroll;
Press Install.

Instruction

Instruction video: HR Expense & Payroll Integration

1. Employee proposes reimbursement for expenses in payslip

Go to Expenses ‣ My Expenses ‣ My Expenses to Report to create and submit to the manager to approve your expenses that have been paid. Then, you need to check Reimbursed in Payslip on the expenses:

See more instructions at Create expenses by employees.

Employee proposes reimbursement for expenses in payslip

After the manager approves the expenses and the accountant posts the expense report, you will see the message All expenses in this sheet will be reimbursed in payslips. Hence, this expense report will only be completed when the corresponding pay slip declared and reconciled with the expense entries on the expense report.

Notification of payment status of the expense

2. Calculate the amount to be reimbursed to the employee

Go to Payroll ‣ Payslips ‣ Payslips to create a new payslip for an employee, press Compute Sheet, then you will see:

Details of employee expenses during the salary cycle.

The amount to be reimbursed to the employee is automatically calculated on the payslip based on the salary rule.

Employee reimbursement amount on payslip

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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