The Employee Expense Report feature introduces an easy way to export detailed Excel reports from selected employee expense sheets in Odoo. With this enhancement, finance teams can generate clean, organized .xlsx reports that include accounting and analytic information for each expense line.
Key Features
- Excel Export Wizard: Easily generate .xlsx reports for selected expense sheets.
- Detailed Expense Breakdown: Includes key data like invoice numbers, employee names, bill dates, analytic plans, and more.
- Analytic Filtering: Only includes analytic accounts linked to plans marked for reporting.
- Professional Format: Columns are clearly labeled, formatted, and auto-sized for optimal readability.
How It Works
Generate the Report
- Navigate to Expenses > Expense Reports and select one or more sheets.
- Click on the “Employee Expense Report” action to open the export wizard.
- Review selected records and click “Export” to download the Excel file.
What’s in the Report?
- Invoice Numbers and Partner (Employee)
- References, Dates, and Labels
- Account Codes and Names
- Subtotals
- Analytic Plan and Account (if applicable)
Benefits
- Financial Transparency: Provides auditors, managers, and finance teams with clear insights into expense allocations.
- Smart Filtering: Keeps reports focused by excluding non-relevant analytic accounts.
- Ready-to-Use Format: Exports are clean, consistent, and immediately shareable.
Conclusion
The Employee Expense Report streamlines financial reporting by enabling structured and filtered Excel exports of employee expenses. This enhancement boosts transparency, improves data accuracy, and simplifies expense review workflows for the entire organization.