HR Expense & Payroll Integration
| Lines of Code | 681 |
| Technical name | to_hr_expense_payroll |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_hr_expense_payroll |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Expenses (hr_expense) Time Off (hr_holidays) Invoicing (account) Discuss (mail) Calendar (calendar) Employees (hr) Employee Contracts (hr_contract) |
| Included Dependencies | Payroll HR Payroll Accounting Employee Relatives Viindoo Base Advanced HR Expense Management Viindoo Accounting HR Contracts (Viindoo) Advanced HR Management Work Entry Base Addendum Work Entry - Contract HR Accounting Viin Time-Off Viindoo Holiday & WorkDay Manager Viin - Holiday Work Entry |
Reimburse approved expenses on the payslip
Tick "Reimbursed in Payslip" on own-account expenses: the next payslip of the employee picks them up, the report is paid when the payslip is done, and cancelling the payslip gives them back.
HR Expense & Payroll Integration (technical name to_hr_expense_payroll) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for employee, payroll officer, accountant.
At a Glance
The facts of HR Expense & Payroll Integration, version 0.1.1, in one place. Published by Viindoo.
How It Works
Flag the expenses; submit and approve; compute the payslip.
The report
Hannah Brooks' Portland week, posted, payment button hidden.
The lines
Mileage, lunch and parking, all flagged.
On the payslip
The expenses listed on the slip.
What You Get
Reimbursed in Payslip flag on expenses
Payslip links approved own-account expenses on compute
Report paid when the payslip is done
Payslip cancel releases the expenses
Payslips button on the report, Expenses tab on the payslip
Mixed reports refused at submission
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Payslips from the report
An expense line
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Company-paid expenses stay outside.
Add a rule reading the expenses if your structure needs it.
Split the report.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use HR Expense & Payroll Integration?
Employee
Expenses arrive with salary.
Payroll officer
Sees the expenses on the slip.
Accountant
No separate reimbursement payment.
Frequently Asked Questions
What does HR Expense & Payroll Integration do?
Tick "Reimbursed in Payslip" on own-account expenses: the next payslip of the employee picks them up, the report is paid when the payslip is done, and cancelling the payslip gives them back.
What does HR Expense & Payroll Integration not do?
Only own-account, approved expenses are picked up. Company-paid expenses stay outside. No salary rule shipped for the amount. Add a rule reading the expenses if your structure needs it. One report cannot mix both modes. Split the report.
Who is HR Expense & Payroll Integration for?
Employee: Expenses arrive with salary. Payroll officer: Sees the expenses on the slip. Accountant: No separate reimbursement payment.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: to_hr_expense, to_hr_payroll_account. Odoo installs them with it.
How do I set it up?
Flag the expenses; submit and approve; compute the payslip.
What works well with it?
Expense (to_hr_expense): Base module. Payroll (to_hr_payroll): The payslips.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_hr_expense_payroll; pre-sales questions go to sales@viindoo.com.
See HR Expense & Payroll Integration in Action
Live demo: v17demo-int.viindoo.com/web#action=hr_expense.action_hr_expense_sheet_all_all
Need help with HR Expense & Payroll Integration?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.1 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
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.
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.
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.
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.
