Process Petty Cash Request in Odoo

  1. 1. Click on iLines Advisor

    Click on iLines Advisor
  2. 2. Click on Petty Cash

    Click on Petty Cash
  3. 3. Click on Petty Cash Requests

    Click on Petty Cash Requests
  4. 4. Click on New

    Click on New
  5. 5. Write and select the next data .

    Write and select the next data .
  6. 6. Select the project and the second field accepts more than one project and write a note .

    Select the project and the second field accepts more than one project and write a note .
  7. 7. Click on Add a line

    Click on Add a line
  8. 8. Add Expected Expense

    Add Expected Expense
  9. 9. Click on Save manually

    Click on Save manually
  10. 10. Click on Confirm Draft

    Click on Confirm Draft
  11. 11. Click on Second Approval

    Click on Second Approval

After confirming the petty cash upon payment

  1. 12. Click on Create Payment

    Click on Create Payment
  2. 13. Click on Payments

    Click on Payments
  3. 14. Click on PAY/OUT/000005

    Click on PAY/OUT/000005
  4. 15. Write payment information

    Write payment information
  5. 16. Partner and amount appear automatically

    Partner and amount appear automatically
  6. 17. Click on Approve

    Click on Approve
  7. 18. Click on Post

    Click on Post