$ 43.51
| Required Apps |
•
Expenses (hr_expense)
• Employees (hr) • Invoicing (account) • Discuss (mail) • CRM (crm) • Project (project) • Sales (sale_management) • Website (website) • Calendar (calendar) • Contacts (contacts) |
| Community Apps Dependencies |
website_helpdesk_support_ticket
|
| Technical Name |
helpdesk_expense
|
| License | OPL-1 |
| Technical Name |
helpdesk_expense
|
| License | OPL-1 |
1. Introduction
The Submit Expenses for Helpdesk Tickets module for Odoo 17.0 enables support agents to directly associate expenses with specific helpdesk tickets. This integration streamlines the process of tracking and reporting expenses incurred during customer support activities, ensuring accurate billing and financial transparency.
2. Key Features
Direct Expense Submission: Support agents can submit expenses directly from within a helpdesk ticket.
Automatic Linking: Expenses are automatically linked to the corresponding helpdesk ticket, ensuring accurate tracking.
Expense Categories: Define and manage various expense categories for better classification and reporting.
Approval Workflow: Implement an approval process for submitted expenses to maintain control and oversight.
Integration with Accounting: Seamlessly integrates with Odoo's accounting module for streamlined financial management.
Reporting Tools: Generate detailed reports on expenses associated with helpdesk tickets for analysis and auditing purposes.
3. Benefits
Improved Efficiency: Streamlines the process of submitting and tracking expenses, saving time for support agents and managers.
Enhanced Accuracy: Ensures that all expenses are accurately linked to the appropriate helpdesk tickets, reducing errors.
Better Financial Control: Provides a clear overview of expenses associated with customer support activities, aiding in budget management.
Simplified Reporting: Facilitates the generation of comprehensive expense reports, supporting informed decision-making.
Seamless Integration: Integrates smoothly with existing Odoo modules, providing a cohesive user experience.
4. Compatibility & Technical Details
Odoo Compatibility: Compatible with Odoo version 17.0.
Required Apps: Helpdesk (helpdesk), Expenses (hr_expense), Invoicing (account), Discuss (mail), CRM (crm), Project (project), Sales (sale_management), Website (website), Calendar (calendar), Contacts (contacts).
Technical Name: helpdesk_expense
License: Odoo Proprietary License v1.0 (OPL-1)
Deployment: Supports Odoo Online, Odoo.sh, and On-Premise installations.
Installation: Easy installation with no additional configuration required.
Submit Expenses for Helpdesk Support Tickets
Expense Integration with Helpdesk Ticket Odoo App
Compatible only with Odoo Community Edition
This app allows your helpdesk team and helpdesk users to submit expenses for reimbursement and create reports from the expense sheet.
Main Features:
- Allow Expense user(s) to create multiple expenses of your helpdesk ticket(s). Allow them to select ticket(s) at time of expense filling.
- Expense user(s) can also add helpdesk support tickets on expense.
- Expense user(s) can view all helpdesk tickets on expense from the Tickets smart button.
- Expense user(s) can view expenses on helpdesk tickets form.
- Expense user(s) can create reports from their expenses. (Odoo Standard)
- Allow support team / technician / workers to submit expenses for tickets expenses for reimbursement purposes.
- For more details please see the video and below screenshots.
Edition Compatibility:
Only Community
Set and View Support Tickets of Helpdesk on Expense Form of Odoo Standard
View Support Tickets in List View from Expense Smart Button
View Support Tickets in Expense Sheet Form of Odoo Stabdard
View Related Expenses on Helpdesk Ticket Form View
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email:
[email protected]
Website:
www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
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Odoo Implementation
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Odoo Support
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Odoo Customization
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Odoo Migration
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Odoo Training
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.