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========== | ||
Petty Cash | ||
========== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github | ||
:target: https://github.com/OCA/hr-expense/tree/15.0/hr_expense_petty_cash | ||
:alt: OCA/hr-expense | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/hr-expense-15-0/hr-expense-15-0-hr_expense_petty_cash | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/289/15.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module work about expense that paid by petty cash. | ||
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General Process: | ||
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#. Create Petty Cash Holder | ||
#. Transfer cash to Petty Cash Holder (by using Vendor Bill) | ||
#. You can create expense paid by petty cash and select petty cash holder. | ||
#. Then balance of petty cash holder less than amount of expense, you must transfer cash to petty cash holder before Submit Report to Manager. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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**Create a Petty Cash Account** | ||
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#. Go to Invoicing > Accounting > Petty Cash | ||
#. Create a new petty cash account | ||
#. Type = Bank and Cash or Account type that is asset | ||
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Note: | ||
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* You will need the "Show Full Accounting Features" to see accounting data | ||
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Usage | ||
===== | ||
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**Create a Petty Cash Holder** | ||
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#. Go to Invoicing > Accounting > Petty Cash | ||
#. Create a new petty cash holder | ||
#. Select Petty Cash Account and Journal (optional) | ||
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**Add Balance for Petty Cash Holder** | ||
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#. Go to Invoicing > Vendor > Bill | ||
#. Create a new vendor bill | ||
#. Select Vendor (Petty Cash Holder) | ||
#. Check Petty Cash will auto line with Unit Price = Max Limit - Balance | ||
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**Create an Expense paid by Petty Cash** | ||
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#. Go to Expenses > My Expenses | ||
#. Create a new expense | ||
#. Select Paid by = Petty Cash and Select Petty Cash Holder | ||
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**Create an Expense Report paid by Petty Cash** | ||
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#. Go to Expenses > My Expense Reports | ||
#. Create a new expense report | ||
#. Select or Create expenses Paid by Petty Cash and same Petty Cash Holder | ||
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Note : Bill and Expense will default journal from petty cash holder, | ||
if you configure journal in petty cash holder. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/hr-expense/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us smashing it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_petty_cash%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Ecosoft | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Ecosoft <http://ecosoft.co.th>`__: | ||
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* Pimolnat Suntian <[email protected]> | ||
* Saran Lim. <[email protected]> | ||
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* `Trinityroots <http://trinityroots.co.th>`__: | ||
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* Santi Techatoo <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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OCA, or the Odoo Community Association, is a nonprofit organization whose | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/hr-expense <https://github.com/OCA/hr-expense/tree/15.0/hr_expense_petty_cash>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th) | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import models |
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# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th) | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Petty Cash", | ||
"version": "15.0.1.0.0", | ||
"category": "Human Resources", | ||
"author": "Ecosoft, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"website": "https://github.com/OCA/hr-expense", | ||
"depends": ["hr_expense"], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"views/account_move_views.xml", | ||
"views/hr_expense_sheet_views.xml", | ||
"views/hr_expense_views.xml", | ||
"views/petty_cash_views.xml", | ||
], | ||
"installable": True, | ||
} |
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