Configuration

To configure this module, you need to:

1. Go to Expenses > Configuration > Reminder Definition.
2. Set reminder definition.
3. Specify the time period for the set due date clearing advance. This field is Terms Due Date has default 30 days and it will compute due date by today + Terms Due Date, when you Post Journal Entries on expense sheet.
4. Specify other fields (if any)

Usage

This module has the following steps to use:

1. Create an advance document and submit it to manager for approval.
2. Once approved, post the journal entries.
3. If the due date is not manually selected, it will be auto-generated from the reminder settings.
4. Register Payment.

To check for overdue and uncleared advances:

1. Go to Expenses > Expense Reports > Reports to Overdue.
2. Select an advance that needs a reminder.
3. Click on Action > Overdue Reminder.
4. Verify the information and click the "Start" button to create an overdue reminder.
5. It will generate a reminder only for the selected document.

To send a reminder to an employee:

1. Go to Expenses > Employee Overdue > Overdue Reminder
2. Select the document for which you need to send a reminder to the employee.
3. Verify the information and Send or print the reminder to the employee.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/hr-expense project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.