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Diffstat (limited to 'addons/hr_expense/data/web_planner_data.xml')
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diff --git a/addons/hr_expense/data/web_planner_data.xml b/addons/hr_expense/data/web_planner_data.xml deleted file mode 100644 index c5d9e719967..00000000000 --- a/addons/hr_expense/data/web_planner_data.xml +++ /dev/null @@ -1,327 +0,0 @@ -<?xml version="1.0" encoding="utf-8"?> - -<odoo> - - <template id="hr_expense_planner"> - <t t-call="web_planner.pages"> - <t t-call="web_planner.page"> - <t t-set="page_title">Welcome</t> - <t t-set="hide_mark_as_done" t-value="True"/> - <div class="o_planner_intro"> - <p> - This guide helps you start with Odoo Expenses. - </p> - <p> - Use this app to track expenses done by employees and reimbursed by the company, or paid with a company credit cards directly. If a vendor bill is sent to the company for payment, it’s better to use Vendor Bills instead of expenses in the Accounting app. - </p> - <p> - Expenses follow this flow: - </p> - <ul> - <li><strong>Employee(s) record expenses, </strong>and send expense reports to their manager;</li> - <li><strong>Manager(s) approve or refuse expense reports;</strong></li> - <li><strong>The accounting department posts journal entries and reimburses employees </strong></li>(if the expense has been paid by the employee directly); - <li>Optionally, <strong>expenses are invoiced to the customer afterwards.</strong></li> - </ul> - <p> - Once setup, you get an efficient expenses tracking process for all your employees. - </p> - <p>Enjoy your Odoo experience, - </p> - <div class="mt32"> - <img class="signature mb8" src="/web_planner/static/src/img/fabien_signature.png"/> - <address> - For the Odoo Team,<br/> - Fabien Pinckaers, Founder - </address> - </div> - </div> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Expense Flow</t> - <t t-set="menu_categoryclasses" t-value="'fa fa-usd'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Expense Types</t> - <p class="text-muted"> - The first step if to - <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-set-expense-types" target="blank"> - configure the expense types - </a> - that your company allows. Here are some examples: - </p> - <div class="o_planner_paragraphs"> - <div class="row"> - <div class="col-md-2 fa fa-cutlery fa-2x icon"/> - <div class="col-md-10"> - <p> - <strong>Restaurant</strong><br/> - Cost: 0.00 <i>(the cost of the ticket will be recorded on every expense)</i> - </p> - </div> - <div class="col-md-2 fa fa-car fa-2x icon"/> - <div class="col-md-10"> - <p> - <strong>Travel with Personal Car</strong><br/> - Cost: 0.30 <i>(the price per mile reimbursed by the company is fixed)</i> - </p> - </div> - <div class="col-md-2 fa fa-bed fa-2x icon"/> - <div class="col-md-10"> - <p> - <strong>Hotel</strong><br/> - Cost: 0.00 <i>(the cost of the ticket will be recorded on every expense)</i> - </p> - </div> - <div class="col-md-2 fa fa-usd fa-2x icon"/> - <div class="col-md-10"> - <p> - <strong>Others</strong><br/> - Cost: 0.00 - </p> - </div> - </div> - </div> - <p> - <a t-att-href="prepare_backend_url('hr_expense.hr_expense_product')">Configure expense types - </a> - </p> - </t> - <t t-call="web_planner.page"> - <t t-set="page_title">Recording Mode</t> - <p class="text-muted"> - As employees, there are - <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-record-expenses" target="_blank">2 ways to record expenses:</a> - </p> - <div class="row"> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Classic encoding</strong><br/> - <span class="small">Log in in the system</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li> - <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')"> - Populate your list of employees - </a> - </li> - <li> - <a t-att-href="prepare_backend_url('hr_expense.hr_expense_actions_my_unsubmitted', 'kanban')">Record a first expense - </a> - </li> - </ul> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>By email (advised)</strong><br/> - <span class="small">Send a snapshot whenever you get an expense</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li> - <a t-att-href="prepare_backend_url('base_setup.action_general_configuration')"> - Set an email alias - </a> - (e.g. expenses@mycompany.odoo.com) - </li> - <li> - <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')"> - Create employees with a Work Email - </a> - (only such email addresses are authorized) - </li> - <li> - <a href="mailto:expenses@mycompany.odoo.com?subject=HrExpense%20Planner" target="_blank"> - Send an expense by email - </a> - </li> - </ul> - </div> - </div> - </div> - </div> - </t> - <t t-call="web_planner.page"> - <t t-set="page_title">Submit for Approval</t> - <p class="text-muted"> - The next step is to settle an internal policy to - <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-submit-expenses-to-managers" target="_blank">submit expenses to managers - </a> - </p> - <div class="row"> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>One at a time</strong><br/> - <span class="small">Advised if few expenses</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li>Quicker to get reimbursed</li> - </ul> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>In batch (one report)</strong><br/> - <span class="small">Advised if lots of expenses</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li>Business trip</li> - <li>Once a month</li> - </ul> - </div> - </div> - </div> - </div> - <p class="text-muted"> - Depending on your company structure, the - <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-approve-expenses" target="_blank">approval process - </a> can be: - </p> - <div class="row"> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Centralized</strong><br/> - <span class="small">HR officer, manager</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li> - <a t-att-href="prepare_backend_url('base.action_res_users')">Grant this user with “Manager” rights for Expense app</a> - </li> - <li> - <a t-att-href="prepare_backend_url('hr_expense.action_hr_expense_sheet_all_to_approve')">Review expenses to approve</a> - </li> - </ul> - </div> - </div> - </div> - <div class="col-md-6"> - <div class="panel panel-success"> - <div class="panel-heading"> - <span class="panel-title"> - <strong>Decentralized</strong><br/> - <span class="small">Employee’s team manager</span> - </span> - </div> - <div class="panel-body"> - <ul> - <li> - <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">Set a manager in the employee form</a> - </li> - <li> - <a t-att-href="prepare_backend_url('base.action_res_users')">Grant such users with “Officer” rights for Expense app</a> - </li> - </ul> - </div> - </div> - </div> - </div> - </t> - </t> - <t t-call="web_planner.category"> - <t t-set="menu_categorytitle">Reimbursement</t> - <t t-set="menu_categoryclasses" t-value="'fa-bolt'"/> - <t t-call="web_planner.page"> - <t t-set="page_title">Reimbursement</t> - <p class="text-muted"> - Once expense reports approved by managers, the accounting department checks accounts, products and taxes used. Then they - <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-post-expenses-in-accounting" target="_blank"> post them into the books</a> and <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reimburse-employees" target="blank">proceed with the employee reimbursement</a>. - </p> - <p> - To do: - <ul> - <li><a>Grant such accountants with following access rights:</a> - <ul> - <li>Accounting: Accountant or Adviser</li> - <li>Expenses: Manager</li> - </ul> - </li> - <li> - <a t-att-href="prepare_backend_url('hr.open_view_employee_list_my', 'kanban')">Set Home Address to employees</a>(used for reimbursement) - </li> - <li> - <a href="https://www.odoo.com/documentation/user/10.0/accounting/payables.html" target="blank">See how to manage payables</a> - </li> - </ul> - </p> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">Invoice Customers</t> - <p class="text-muted"> - If you track expenses on customer projects, you can charge them <a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reinvoice-expenses-to-your-customers" target="blank">back to your customers automatically</a>. Here are some advises to avoid conflictual situations: - </p> - <ul> - <li>Agree in advance with the customer: - <ul> - <li>What it covers and what are the limits</li> - <li>Invoicing at cost vs. at negotiated price</li> - <li>When you charge</li> - </ul> - </li> - <li>Provide your customer with detailed reports (along with copies of receipts)</li> - <li>Ask your expert accountant what tax must be claimed to your customer</li> - </ul> - <p> - To do: - <ul> - <li><a t-att-href="prepare_backend_url('hr_expense.hr_expense_product', 'kanban')">Set invoicing method on expense products</a></li> - <li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'sale')">Install Sales app</a></li> - <li><a t-att-href="prepare_backend_url('base.open_module_tree', 'form', 'account_analytic_default')">Install Analytic Accounting add-on</a></li> - <li><a href="https://www.odoo.com/documentation/user/10.0/expense/expense.html#how-to-reinvoice-expenses-to-your-customers" target="_blank">See how to invoice expenses</a></li> - </ul> - </p> - </t> - </t> - - <t t-call="web_planner.page"> - <t t-set="page_title">End</t> - <t t-set="hide_title" t-value="True"/> - <t t-set="hide_from_menu" t-value="True"/> - <t t-set="hide_mark_as_done" t-value="True"/> - <h1 class="text-center o_planner_trophy" data-icon="" /> - <div class="text-center"> - <h1>Congratulations, you're done!</h1> - <h3>We hope this feature helped you manage your expenses efficiently.</h3> - <h4>Don't hesitate to <a href="mailto:info@odoo.com?subject=HrExpense%20Planner" target="_blank">send us an email</a> to describe<br/> your experience or to suggest improvements!</h4> - - <p>Have a wonderful day,<br/>- The Odoo Team</p> - <img src="/web_planner/static/src/img/odoo_logo.png"/> - </div> - </t> - </t> - </template> - - <!--Planner Data--> - <record id="planner_hr_expense" model="web.planner"> - <field name="name">Expense strategy planner</field> - <field name="view_id" ref="hr_expense_planner"/> - <field name="menu_id" ref="hr_expense.menu_hr_expense_root"/> - <field name="planner_application">planner_hr_expense</field> - <field name="tooltip_planner"><![CDATA[ - Send receipts by email to create expenses efficiently. - ]]> - </field> - </record> - -</odoo> |