Introduction

Enhance your retail operations and streamline expense tracking with the Create HR Expenses from POS module. This powerful tool bridges the gap between your front-end sales and back-end expense management by allowing authorized cashiers to create employee expense records directly from the Point of Sale screen. Eliminate cumbersome paper trails and manual data entry for petty cash or operational expenses incurred at the store level. With this module, every expenditure can be quickly and accurately recorded, assigned to the correct employee, and submitted for approval, ensuring a transparent and efficient expense workflow.

Key Features

• Create Expenses from POS: A dedicated button on the POS interface allows users to create new HR expense records.

• Simple Expense Entry: Users can easily select the appropriate expense product, enter a description, and specify the quantity or amount.

• Automatic Employee Assignment: The expense record is automatically linked to the logged-in POS employee (cashier).

• Seamless Integration: The created expense record appears instantly in the Odoo HR Expenses module, ready for the standard approval process.

• User Access Control: A specific access right ensures that only authorized POS users can create expenses.

Benefits

• Improved Efficiency: Drastically speeds up the process of recording store-level and petty cash expenses.

• Enhanced Accuracy: Reduces the risk of data entry errors by capturing expense details at the source.

• Streamlined Workflow: Eliminates the need for paper receipts and manual expense report creation after the fact.

• Greater Financial Control: Provides real-time visibility into operational expenses as they occur.

• Simplified Reimbursement: Accelerates the approval and reimbursement process for employee-paid expenses.

• Better Accountability: Creates a clear and auditable trail for all expenses originating from the Point of Sale.

Compatibility & Technical Details

• Required Modules: Point of Sale (point_of_sale), HR Expenses (hr_expense).

• License: OPL-1

• Technical Name: bi_pos_hr_expense

Installation:

1. Download the module file.

2. Place the module folder into your Odoo addons directory.

3. Restart the Odoo server.

4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

5. Search for "Create HR Expenses from POS" and click 'Install'.

6. Assign the "Create Expense from POS" access right to the relevant POS users.