Odoo Expense Management Portal
| Technical name | dh_expense_portal |
| License | LGPL-3 |
| Website | https://apps.datahatsolutions.com/apps/app/16.0/dh_expense_portal |
| Read description for | v 19.0 v 18.0 v 17.0 |
| Included Dependencies | Employee Portal User Link |
| Extensions | HR Management from Odoo Portal |
Description
This module extends the capabilities of the Expense Management system by allowing portal users to fully manage their expenses directly from the Odoo Portal. It is designed to provide a seamless and user-friendly interface for users to create, view, update, delete, and submit expense reports to their manager — all without needing backend access. Ideal for companies looking to streamline expense tracking and approval workflows while empowering external users or employees with limited access.
Key Highlights
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Complete Expense Management from Portal: Portal users have full access to manage their own expenses directly from the Odoo Portal interface — including creating, editing, deleting, and submitting expense reports for manager approval, all without needing backend access.
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Sync with Backend Workflow: Submitted reports follow the same approval workflows defined in the backend, ensuring consistency and compliance.
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Status Tracking of Submitted Reports: Users can track the approval status and history of their submitted expense reports.
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Advanced Expense Filtering: Users can filter and search their expenses using custom criteria like date, amount, category, status, etc.
Screenshots
Install the module, create an employee record for the portal user.
Login as a portal user to access the Expenses and Expense Reports menu, where all Expenses and Expense Reports associated with the employee will be displayed.
Click on Expenses to be redirected to a page where you can manage your Expense entries, including viewing their status, as well as creating, editing, or deleting expenses.
Click on Expense Reports to be redirected to a page where you can manage your Expense Report entries, including viewing their status, as well as creating, editing, deleting or assign to manager expense report.
Expense or Expense Report deletion is restricted based on the conditions defined for the employee when the expense or expense report is not in the draft state.
An employee's manager can view and manage their expense reports or expense directly from the backend.
Mobile View
Video
A Datahat-Solutions will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Support
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GNU LESSER GENERAL PUBLIC LICENSE
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2007
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