ODIWARE
How to Submit
an Expense
Claim in Odoo
HRMS
The Ultimate Step-by-Step Guide
@ODIWARETECH
01
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
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02
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
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
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04
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
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05
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