How to manage expenses easily
1. How to manage expenses easily Stéphanie van de Werve , Functional Consultant
3. EXPENSE MANAGEMENT – KEY ASSETS
11. MANAGER – EXPENSES ANALYSIS
8. MANAGER – EXPENSE APPROVAL Approve or refuse the expense Justify refusals Follow the expense approval process
6. EMPLOYEE – EXPENSE SUBMISSION Submit one or several expenses at once Overview of all your expenses
5. EMPLOYEE - EXPENSE ENCODING Encode expense data Follow the expense approval process Attach your supporting document ( receipt , invoice ...)
7. MANAGER – EXPENSE FOLLOW - UP All information on hand to make a decision Ask for more information & discuss with the employee Evaluation of the relevance of the information
10. SALESMAN / PROJECT MANAGER – RE - BILLING Follow the expenses by contract Select which expenses to charge to the customer , the rate and the level of details of the invoice .
9. ACCOUNTANT – FINAL VALIDATION In addition to the manager, the accountant can also refuse expenses . The accountant takes the final decision & generates accounting entries. Evaluation of the accuracy of the information
2. AGENDA Overview & key features 1 User Case / Process 2 Demonstration 3 Conclusion 4 Questions 5
4. " " Johan Robert, Manager at Jerost As a manager at Jerost , I easily manage employees’ expenses . I can create upstream expense products with predefined parameters and I can follow, validate and analyze downstream my team’s expenses . Once I have validated expenses, they are automatically submitted to the accounting department . USER CASE Stéphanie Lloyd, Consultant at Jerost As employee, I record expenses quickly & easily . I upload a picture of my ticket taken with my mobile phone, link my expenses to a project and submit them to my manager .
16. Odoo [email protected] +32 (0) 2 290 34 90 www.odoo.com R&D and services office Chaussée de Namur 40 B - 1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B - 1160 Brussels Thank You! Odoo Experience June 5, 2015
14. • Employees : • Quick & easy encoding of his expenses • Managers : • Follow up of his employees ’ expenses relevance evaluation • Expenses analysis • Accountants : • Final validation accuracy evaluation • Posting of accounting entries • Salesmen /Project managers : • Customer invoicing The key benefits for expense management are for: CONCLUSION
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