Expense Reports
An expense report groups one or more individual expenses into a single submission for manager approval.
Process lifecycle
Create an expense report
Select one or more expenses from My Expenses and click Create Report. Odoo groups the selected expenses into a single report. Give the report a meaningful name — e.g. "March 2025 — KL Client Visits". The report shows total amount and the list of included expenses.
Submit for approval
Once the report is complete, click Submit to Manager. Status changes from Draft to Submitted. The manager receives an email notification with a link to review the report. You cannot edit the report after submission — ask your manager to refuse it if corrections are needed.
View your expense reports
My Reports shows all your submitted expense reports with their status: Draft, Submitted, Approved, Posted, or Done. Click any report to see its details and approval history in the chatter.