Submit expenses right from your phone! Whether emailing an expense or uploading a receipt using Synergy's mobile app, never forget to log an expense by submitting receipts on the go, as you collect them!
Harness the power of OCR. No more wasted time typing in each receipt detail. Odoo scans each receipt and creates an expense record with the total cost and date, so you don't have to.
Email, scan, drag and drop, or manual. Add expenses by sending an email using expense codes, scan in a receipt, drag and drop a receipt into the Expenses app dashboard, or manually type in an expense - from your phone or computer!
Stop submitting each individual expense. Place all expenses on one expense report with a click. Submitting a single report is easier for everyone; from the employees submitting expenses, the managers approving expense reports, and the accountants posting payments.
Who should really be paid? Some expenses should be paid for by the client, and others by the business. Specify expenses that should be reimbursed to the employee or reinvoiced to a customer.
Sales orders are automatically updated once expenses to reinvoice are approved. Employees are reimbursed with just a few clicks, no need to go into the accounting app!
Expense categories are pre-configured! When the Expenses app is installed, a set of pre-loaded expense categories are available so you can start creating expense records right away.
See the data you want! Visualize expenses with customized reports to show exactly the information you need. See expenses by employee, category, dates, and more. Create reports with multiple filters and/or groupings, and favorite them for easy access.
Clearly see all expenses, reports, and statuses in the dashboard view.
Email, scan, drag and drop a receipt, or input expense information manually, from a desktop computer or the mobile app!
With accounting and sales integration, approved expenses are reflected in preset accounting journals, and reinvoiced items are automatically added to sales orders in real time.
Ask about expenses via the chatter, remove individual expenses from reports with a click, and easily modify expenses or reports. All changes and discussions are logged in the chatter for traceability.
Everything in expenses is done within a minimalistic UI, with just a select few configurations needed.
Clearly define everyone's roles in Odoo Expenses, and determine who approves which expense reports.
