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How to Submit an Expense Claim in Odoo HRMS

Odiware's latest guide demonstrates how to streamline expense reporting using Odoo HRMS. Employees can effortlessly submit expenses, attach receipts, and receive timely reimbursementsu2014all within minutes. This solution enhances efficiency and simplifies the reimbursement process.<br>

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How to Submit an Expense Claim in Odoo HRMS

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  1. ODIWARE How to Submit an Expense Claim in Odoo HRMS The Ultimate Step-by-Step Guide @ODIWARETECH 01

  2. STEP 1 – ACCESS THE EXPENSES MODULE 1. Log into your Odoo employee portal 2. Click on the “Expenses” module 3. This is where you’ll manage and track all work-related expenses @REALLYGREATSITE 02

  3. STEP 2 – CREATE A NEW EXPENSE ENTRY 1.Click “Create” to start a new expense 2.Fill in details like: • Description (e.g., “Client Lunch”) • Product (Travel, Meals, etc.) • Date & Total Amount 3.Attach a receipt for validation 03

  4. STEP 3 – SUBMIT FOR APPROVAL 1.Click “Save” to store the entry 2.Click “Create Report”, then “Submit to Manager” 3.Track approval status anytime within the module @REALLYGREATSITE 04

  5. STEP 4 – MANAGER REVIEW & REIMBURSEMENT 1.Manager reviews: Approve / Return / Reject 2.Approved claims go to Accounting for reimbursement 3.Reimbursement is processed as per your payroll cycle @REALLYGREATSITE 05

  6. ODIWARE HAVE ANY QUERIES LEAVE A COMMENT SHARE YOUR INSIGHTS AND EXPERIENCES BELOW! +91 86608 65440 sales@odiware.com www.odiware.com @ODIWARETECH SAVE FOR LATER!

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