Process Expense Claim in Odoo
1. Click on iLines Advisor
2. Click on Petty Cash
3. Click on Expense Claim
4. Click on New
5. Choose date and type.
6. Selecting the partner clearing type and journal is automatic.
7. Writing the reference and label.
8. Analytics selection
9. Select the type of claim, for example:
General Expense.
10. After selecting the type of claim, a tab will appear for it.
11. Click on Add a line
12. Select the product, unit and account automatically.
13. Project and label are automatic.
14. Service vendor data, if any
15. The analytical calculation is automatic based on what was selected in the request.
16. Add the amount without tax and tax, if any.
17. Click on Attach files To add documents.
18. Click on Approve Draft
19. Click on Mark as Received with All Docs
20. Click on Post
