Odoo Expenses - An Easier Way to Submit and Approve Receipts
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Odoo Experience 2020 https://youtu.be/NxxT3JQMbFQ
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Odoo Expenses - An Easier Way to Submit and Approve Receipts
- 2. Expenses
- 4. Simple and fast for everyone!
- 6. Approve request receipts Record corporate card / payroll
- 7. Organize expense reports Approve request receipts Record corporate card / payroll
- 8. Organize expense reports Manage team / status Approve request receipts Record corporate card / payroll
- 9. Digitize no more data entry Organize expense reports Manage team / status Approve request receipts Record corporate card / payroll
- 10. Digitize no more data entry Organize expense reports Manage team / status Approve request receipts Record corporate card / payroll Analyze employee / product / month
- 11. Demonstration
- 17. New at V14
- 18. Digitize Receipts Machine Learning Accounting Date Enter 9/01 Record 8/30 Predict Product OCR
- 19. Digitize Receipts Machine Learning Accounting Date Enter 9/01 Record 8/30 Predict Product OCR
- 20. Digitize Receipts Machine Learning Accounting Date Enter 9/01 Record 8/30 Predict Product OCR
- 21. Batch Processing Onboarding Disallowed Expenses Approve Post Pay Tour QR app download Sample x report
- 22. Batch Processing Onboarding Disallowed Expenses Approve Post Pay Tour QR app download Sample x report
- 23. Batch Processing Onboarding Disallowed Expenses Approve Post Pay Tour QR app download Sample x report
- 31. Thank You
Editor's Notes
- Hi, this is Ray with Odoo. Welcome to the Talk on Expenses. In this talk, learn how to manage, from receipt to reimbursement, expenses of all types, in different currencies. Approve or refuse with one click, and let the integration with Accounting take care of recording Journal entries and reconcile them. Manage expenses by team or status, and generate reports for a clear and wider view of what has been submitted. Learn about how you can digitize expenses using OCR, and how to organize your expenses and expense reports using an optional list view.
- A way to grow your business! - Field Service Management is predicted to grow to a value of between $5 and $10 billion in the next 5 years, and we can help you get your slice of that!
- A way to grow your business! - Field Service Management is predicted to grow to a value of between $5 and $10 billion in the next 5 years, and we can help you get your slice of that!
- A way to grow your business! - Field Service Management is predicted to grow to a value of between $5 and $10 billion in the next 5 years, and we can help you get your slice of that!
- A way to grow your business! - Field Service Management is predicted to grow to a value of between $5 and $10 billion in the next 5 years, and we can help you get your slice of that!
- A way to grow your business! - Field Service Management is predicted to grow to a value of between $5 and $10 billion in the next 5 years, and we can help you get your slice of that!
- A way to grow your business! - Field Service Management is predicted to grow to a value of between $5 and $10 billion in the next 5 years, and we can help you get your slice of that!
- Here is the structure I would suggest: -> ways of creating an expense: -> by taking (or selecting) a picture from your smartphone or by selecting a picture from your desktop -> note: our mobile app can be easily downloaded using a QR code -> by forwarding an email to an alias -> easy encoding thanks to the OCR -> note: you can cheat by using the 'try sample receipt' button: https://nimb.ws/wUB98h . The data is hardcoded so it is foolproof. If you are feeling adventurous, you can always use real-life pictures of expenses. I attached a few of them to this email for you to test with. -> some documentation that could help: -> https://docs.google.com/document/d/13l73Nhv2vb9GLRYME1YhuJ669glbQ1IGxWORCssrZ5A/edit?ts=5c7d177a#heading=h.jq06ymwygqv9 -> https://www.odoo.com/documentation/user/13.0/general/in_app_purchase/in_app_purchase.html -> expense report creation (explain what the purpose of the report is + show that it can be done in batch) -> see at a glance where you stand at thanks to the new header: https://nimb.ws/mAkGae -> as a manager, approve the expense -> show that it can be done in batch to save time -> as an accountant, post the journal entries and register the payments -> show that it can be done in batch to save time -> show that the accountant can make corrections regarding the accounts or the taxes if something was not encoded correctly -> show that each stakeholder can customize what is displayed in the list view to reflect his own needs -> optionally, show that an expense can be reimbursed via the payslip of the employee (or via a sample bank transaction) -> optionally, show that an expense can be reinvoiced to a customer To sum up, the star feature of v.14 is the OCR, so it should be the highlight of your talk. I would also emphasize the creation of an expense by taking a picture with your smartphone or by forwarding an email to an alias. The next steps are "less important". Some improvements that I think people are anticipating but that aren't really obvious at first glance: the new 'register payment' wizard that is more flexible and that allows registering payments in batch, the fact that accountants no longer need to refuse an expense and reset it to draft in order to modify some fields. Last advice: I think that for Expenses, it is especially important to do some "role-play" as various types of stakeholders will interact with this app: the average employee, the manager, the accountant, the payroll officer... All of these people look for different things, have different needs, will do different flows within the same app, and we have a good solution for each one of them.
- Show how Expenses can be created via EMAIL, manual creation, or Bank Reconciliation.
- Show how Expenses can be created via EMAIL, manual creation, or Bank Reconciliation.
- Show how Expenses can be created via EMAIL, manual creation, or Bank Reconciliation.
- Quicker access to the different Expense Reports
- Quicker access to the different Expense Reports
- Quicker access to the different Expense Reports
- Quicker access to the different Expense Reports
- Richer List View - chat with the Employee or quickly schedule an Activity.
- Quicker access to the different Expense Reports
- Invoicing (or Accounting) now has direct Access to Expenses via a NEW Menu
- I will be available for the next 10 minutes to answer your questions, and you can always email me ray@odoo.com if you think of anything later you want more information about Roadmap: we are thinking about an integration between Field Services and Online Appointment and Subscriptions in v.15. We have to be very cautious when speaking about this, because we cannot promise anything. It may or may or not happen.