Submit an Expense in Odoo 18 

Have you ever paid for something for your company — like travel, meals, or office supplies — and then wondered how you’ll get your money back?
Without a proper system, it can be frustrating. You might send emails, wait for approvals, or even forget to claim the expense.

Here’s the good news:
With Odoo 18, claiming your expenses is quick, simple, and fully online. You just submit the expense, and the HR or Accounts team will process your reimbursement.

Let’s see step-by-step how you can do it.

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Step 1: Go to the Expenses App

• Log in to your Odoo account.
  
• From the dashboard, click on Expenses.
  

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Step 2: Create a New Expense

• Click Create.
  
• Fill in the required details:
  
  • Description – Write what the expense is for (Example: “Taxi fare for client meeting”).
    
  • Category – Choose the right expense type (Example: Travel, Meals, Office Supplies).
    
  • Total Amount – Enter the amount you spent.
    
  • Currency – If it’s not in your local currency, select the correct one.
    
  • Date – The date when you spent the money.
    

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Step 3: Attach the Receipt

• Click Attach or Upload and add a photo or PDF of your receipt/bill.
  
• This is important — without proof, the claim might get delayed.
  

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Step 4: Submit for Approval

• Once you’ve filled all the details, click Submit.
  
• Your manager or HR will review and approve it.
  

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Step 5: Get Your Reimbursement

• After approval, the finance team will process your payment.
  
• You’ll receive your money through the company’s regular reimbursement method (bank transfer, salary adjustment, etc.).
  
• You can check the status anytime in the Expenses app.
  

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Quick Tips for Faster Reimbursement:

• Always attach a clear receipt.
  
• Submit expenses as soon as possible — don’t wait till month-end.
  
• Choose the correct category to avoid delays.
  

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Why use Odoo 18 for expenses?

• No paper forms or manual follow-ups.
  
• Track your claim status anytime.
  
• Faster approval process.
  

With Odoo 18, submitting expenses is just a 5-minute job, and you can be sure your money will be reimbursed smoothly.

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📩 Need help setting up Odoo Expenses for your company?
Contact Odiware – we are experts in Odoo implementation and can set up the perfect expense management system for you.
📧 sales@odiware.com | 🌐 www.odiware.com