"Register Payment" Button in Expenses App Missing?

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"Register Payment" Button in Expenses App Missing?

payment reimburse Expenses

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Francis Oliver D. Cruz

I'm using Odoo Online (v18.4e) and have only done configurations (no customizations by code or non-standard apps/modules). I just installed Expenses app.

When I approve and post an expense made by an employee, selecting the Expense Report for payment processing does not make the "Register Payment" button appear:

But in documents and independent blog posts, they say this should appear (as long as the Expense Report is already in "Posted" status):

Am I missing a configuration that I need to check? Thanks in advance!

Jainesh Shah(Aktiv Software)

Najlepsza odpowiedź

Hello Francis Oliver D. Cruz,

In Odoo Online 18.4+e Enterprise, the "Register Payment" button in the Expenses app has been replaced with the "Pay" button. This change aligns with the updated workflow for managing employee reimbursements. Here's a detailed explanation of the new process:

Updated Workflow for Reimbursing Employee Expenses

Submit Expense Report:

Once submitted the expense bill, these expenses await approval then approve expense report

Post Expense Report:

Click on the "Post Journal Entries" button to post the expenses to the accounting journal. After posting, a "Journal Entry" smart button appears, indicating the expenses have been recorded in the journal.

Once the expenses are posted, the "Pay" button becomes available. Click on the "Pay" button to open the payment registration window.

Below I have attached screenshots provide a reference to better understand the process and where the "Pay" button appears after posting the expense.

If you have any questions, feel free to reach out.

Hope this helps!!!

Thanks & Regards,

Email : odoo@aktivsoftware.com

Francis Oliver D. Cruz

Autor

Thanks for confirming the recent change, Jainesh. So posted expenses in the journal are to be treated like any other vendor bill in the Accounting app, instead of registering the payment via Expenses app.

Francis Oliver D. Cruz

Autor

By the way, the potential problem I see here is that if posting of payment is done on the Accounting app instead, the approver on the Expense app must have access to the Accounting app as well? Correct me if I'm wrong though, and if Expenses approver can still process the payment in the connected journal entry.

Francis Oliver D. Cruz

Autor

Jaines, from validating your reply further, it seems that v18.4e removed the concept of "Expense Reports" (i.e., multiple expense items in one document to approve). Odoo documentation (even v18.4 or Master) hasn't been updated for this, but the Pay button (and the payment step) happens on the Accounting Journal and not on the Expense item as well.

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