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461 lines
14 KiB
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<body>
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<div class="document" id="hr-expense-cancel">
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<h1 class="title">Hr expense cancel</h1>
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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:d3a659ebb5e083309ec9e91ea417c6b4dfe3ca8fcf4e1d268fb926d78d1c9cdd
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/hr-expense/tree/16.0/hr_expense_cancel"><img alt="OCA/hr-expense" src="https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/hr-expense-16-0/hr-expense-16-0-hr_expense_cancel"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/hr-expense&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module allows you to cancel and correct expenses. It adds a cancel button
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on the expense sheet that undo reconciliations and delete payments and journal
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entries.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
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<p>It’s assumed that for each expense sheet, the <em>payments</em> that are reconciled
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with their <em>journal entry</em> were created and reconciled by the <em>Expense Tracker</em>
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module automatically. Therefore, when this module is installed, these payments
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will automatically be associated with said expense sheet so that they can be
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deleted in case the expense sheet is canceled.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to <em>Expenses -> My Expenses -> Expenses to Submit</em> and create a new
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<em>Expense</em> with <em>Employee (to reimburse)</em> checked on the field <em>Payment By</em></li>
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<li>Click on <em>Submit to Manager</em> button</li>
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<li>Click on <em>Approve</em> button</li>
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<li>Click on <em>Post Journal Entries</em> button</li>
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<li>Click on <em>Register Payment</em> button, fill in the data of the wizard and
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click on <em>Validate</em> button</li>
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<li>After that, the <em>Expense report</em> will have an associated journal entry
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reconciled with a payment</li>
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<li>Click on <em>Cancel</em> button</li>
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<li>The <em>Expense report</em> will be set to <em>Submitted</em> state; the journal entry and
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the payment will be deleted</li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/hr-expense/issues">GitHub Issues</a>.
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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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||
<a class="reference external" href="https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_cancel%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Pedro M. Baeza</li>
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<li>Ernesto Tejeda</li>
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<li>Stefan Ungureanu</li>
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</ul>
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</li>
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<li>Danh Vo <<a class="reference external" href="https://github.com/danhvophuong">https://github.com/danhvophuong</a>></li>
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<li>Saran Lim. <<a class="reference external" href="mailto:saranl@ecosoft.co.th">saranl@ecosoft.co.th</a>></li>
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<li>Manuel Regidor <<a class="reference external" href="mailto:manuel.regidor@sygel.es">manuel.regidor@sygel.es</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>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.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/hr-expense/tree/16.0/hr_expense_cancel">OCA/hr-expense</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>
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</div>
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</body>
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