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dfcda4100c
Reorganized 67 HR-related modules for better structure: - Moved all odoo-bringout-oca-hr-* packages from packages/oca-technical/ - Now organized in dedicated packages/oca-hr/ submodule - Includes attendance, expense, holiday, employee, and contract modules - Maintains all module functionality while improving project organization This creates a cleaner separation between general technical modules and HR-specific functionality. 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
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=============================
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Employee Advance and Clearing
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=============================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:e004a029a70a5f80bf9af5ee81bd0f03cb9870e582169ba24919f68ad492037f
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github
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:target: https://github.com/OCA/hr-expense/tree/16.0/hr_expense_advance_clearing
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:alt: OCA/hr-expense
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/hr-expense-16-0/hr-expense-16-0-hr_expense_advance_clearing
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/hr-expense&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Standard Expenses module allow employee to do the expense reimbursement only after the expense has been made.
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In other world, employee will need to pay first and reimburse later.
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This module, allow company to advance an amount to the employee.
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Employee can then use that advance amount to purchase product/service first, then back to company and do the clearing.
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There can be 3 scenarios for advance and clearing
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* When clearing amount = advance amount, no other operation is required.
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* When clearing amount > advance amount, company will pay the extra to employee.
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* When clearing amount < advance amount, employee will return the remain to company.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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This module will create a new product "Employee Advance" automatically.
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You will need to setup the Expense Account of this product to your Employee Advance account manually.
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* Open Product window and search for "Employee Advance"
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* On Accounting tab, select appropriate employee advance account from your chart of account
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Note:
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* You will need the "Show Full Accounting Features" to see accounting data
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* Employee Advance account code, if not already exists, you can create one. Use type = Current Asset and check Allow Reconciliation.
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Usage
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=====
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To use this module, you must configure product "Employee Advance" with account type = Current Asset and check Allow Reconciliation.
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After that, you can step following:
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**Create an Employee Advance**
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#. Go to Expenses > My Expenses > Advances
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#. Create sheet and add a line with advance
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#. As an option, the user can also set the "Clearing Product". If this is set, on the clear advance step, the clearing product will create a default product line.
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#. Set the unit price to advance amount > Save
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#. As normal, do Submit to Manager > Approve > Post Journal Entries > Register Payment.
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#. As this is Advance, you will see a new field "Amount to clear".
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**Clear Advance**
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you can do 2 ways,
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#. Create clearing from advance document
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#. Go to Expenses > My Expenses > Advances
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#. Search for the Advance you want to clear, or use filter "Advance (not cleared)" to see all uncleared advance.
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#. Open an Advance which is now in paid status with some Amount to be cleared.
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#. Click button "Clear Advance", system will create new Expense Report with reference to the previous step Advance.
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#. Create name clearing and Save (must save first)
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#. Edit > Add or create Expense line(s) as normal.
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#. As normal, do Approve > Post Journal Entries
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#. Create clearing from new expense
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#. Go to Expenses > My Expenses > Expenses
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#. Create sheet and reference advance with field "Clear Advance" > Save (must save first)
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#. Edit > Add or create Expense line(s) as normal.
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#. As normal, do Approve > Post Journal Entries
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Note:
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* If the total expense amount less than or equal to the advance amount, the status will be set to Paid right after post journal entries.
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* If the total expense amount more than the advance amount, Register Payment will pay the extra amount then set state to Paid.
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**Return Advance**
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#. Go to Expenses > My Expenses > Advances
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#. Search for the Advance you want to clear, or use filter "Advance (not cleared)" to see all uncleared advance.
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#. Open an Advance which is now in paid status with some Amount to be cleared.
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#. Click button "Return Advance" will open Register Payment wizard with Amount to clear.
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#. Click button "Create Payment" to return that amount back
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#. All returned, Amount to clear is now equal to 0.0
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/hr-expense/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_advance_clearing%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Ecosoft
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Contributors
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~~~~~~~~~~~~
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* Kitti Upariphutthiphong <kittiu@ecosoft.co.th>
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* Tharathip Chaweewongphan <tharathipc@ecosoft.co.th>
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* Saran Lim. <saranl@ecosoft.co.th>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-kittiu| image:: https://github.com/kittiu.png?size=40px
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:target: https://github.com/kittiu
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:alt: kittiu
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-kittiu|
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This module is part of the `OCA/hr-expense <https://github.com/OCA/hr-expense/tree/16.0/hr_expense_advance_clearing>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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