[REM] sales: invoice expenses

closes odoo/documentation#16180

X-original-commit: 5d48d9c62c
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Niki Brown (nikbr) <nikbr@odoo.com>
Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>

content/applications/finance/accounting/customer_invoices/overview.rst

@@ -99,7 +99,7 @@ on fix price, they use a regular sales order.
 
 .. seealso::
    - :doc:`/applications/sales/sales/invoicing/time_materials`
-   - :doc:`/applications/sales/sales/invoicing/expense`
+   - :doc:`/applications/finance/accounting/customer_invoices/overview`
    - :doc:`/applications/sales/sales/invoicing/milestone`
 
 Recurring Contracts ‣ Invoices

content/applications/sales/sales/invoicing.rst

@@ -12,4 +12,3 @@ Invoicing Method
    invoicing/proforma
    invoicing/time_materials
    invoicing/milestone
-   invoicing/expense

content/applications/sales/sales/invoicing/expense.rst

@@ -1,257 +0,0 @@
-===============================
-Reinvoice expenses to customers
-===============================
-
-While working on a project for a client, employees often have to spend their own money on various
-expenses related to the project.
-
-For example, an employee may need to use their own money to pay for a hotel, while they provide an
-on-site service for a client. As a company, this expense should be reinvoiced to the customer. With
-Odoo, these kinds of expenses can quickly be reinvoiced to the customer related to the project.
-
-Expenses application
-====================
-
-To be able to reinvoice a customer for an expense, the *Expenses* application **must** be installed.
-
-To install the *Expenses* application, navigate to :menuselection:`main Odoo dashboard --> Apps`,
-and click :guilabel:`Install` on the *Expenses* application block. When clicked, Odoo installs the
-application, refreshes the page, and returns to the main Odoo dashboard.
-
-Add expenses to sales orders
-============================
-
-To begin, have a sales order confirmed in the *Sales* app to which a reinvoiced expense can be
-added. Or, create a new sales order from scratch. To do that, navigate to the :menuselection:`Sales
-app --> New`. Doing so reveals a blank quotation form.
-
-Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order Lines` tab, by clicking
-:guilabel:`Add a product`. Next, select a product from the drop-down menu.
-
-Lastly, click :guilabel:`Confirm` to confirm the sales order.
-
-.. image:: expense/confirmed-sales-order.png
-   :align: center
-   :alt: This is how a confirmed sales order looks in the Odoo Sales application.
-
-With the sales order confirmed, it's time to create an expense.
-
-To do that, navigate to the *Expenses* application, by going to :menuselection:`main Odoo dashboard
---> Expenses`.
-
-Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank expenses form.
-
-.. image:: expense/blank-expenses-form.png
-   :align: center
-   :alt: A blank expenses form in the Odoo Expenses application.
-
-On the expenses form, add a :guilabel:`Description` to easily reference the expense.
-
-Then, in the :guilabel:`Category` field, select one of the following options from the drop-down
-menu:
-
-- :guilabel:`Communication`: any form of communication related to a project/order.
-- :guilabel:`Others`: expense that doesn't fit into any other categories.
-- :guilabel:`Meals`: any form of meal costs related to a project/order.
-- :guilabel:`Gifts`: any form of gift costs related to a project/order.
-- :guilabel:`Mileage`: any form of mileage (gas) costs related to project/order.
-- :guilabel:`Travel \& Accommodation`: any travel or accommodation costs related to a project/order.
-
-.. tip::
-   New expense categories can be created from an expense form, by clicking the :guilabel:`Category`
-   field drop-down menu, selecting :guilabel:`View All`, and clicking :guilabel:`New` from the
-   :guilabel:`Search:Category` pop-up window.
-
-   .. image:: expense/expense-category-pop-up.png
-      :align: center
-      :alt: The Search:Category expenses pop-up window from a blank expenses form in Odoo Expenses.
-
-For this sample workflow, which will reinvoice a customer for a brief hotel stay, the
-:guilabel:`Category` for this example is :guilabel:`[TRANS \& ACC] Travel \& Accommodation`.
-
-.. note::
-   The following example requires the *Sales*, *Accounting*, and *Expense* apps to view/modify all
-   the fields mentioned during the workflow.
-
-Beneath the :guilabel:`Category` field, enter in the amount to be expensed in the :guilabel:`Total`
-field.
-
-Next, designate if there are any :guilabel:`Included taxes` in the :guilabel:`Total`. If a
-preconfigured tax amount is selected from the :guilabel:`Included taxes` field, Odoo auto-calculates
-the taxed amount, based on the amount entered in the :guilabel:`Total` field.
-
-Then, choose which :guilabel:`Employee` was responsible for the expense, and choose an option in the
-:guilabel:`Paid By` field: :guilabel:`Employee (to reimburse)` or :guilabel:`Company`.
-
-In this case, our employee paid for the hotel with their own money, so the :guilabel:`Employee (to
-reimburse)` option is chosen.
-
-On the right-hand side of the expenses form, the option to add a :guilabel:`Bill Reference` is
-available. Beneath that, the auto-populated :guilabel:`Expense Date` and :guilabel:`Account` fields
-are available.
-
-.. note::
-   The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, if needed.
-
-Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field to reveal a drop-down
-menu. From this drop-down menu, select the appropriate sales order to which this expense should be
-attached. This field **must** be filled, in order to reinvoice a customer for an expense.
-
-Lastly, the option to modify the :guilabel:`Analytic Distribution` and :guilabel:`Company` fields
-are available. These fields are *not* required to complete a reinvoiced expense to a customer, but
-are available to modify, if needed.
-
-Also, at the bottom of the expense form, there is a :guilabel:`Notes...` section, wherein any notes
-related to this expense can be added, if needed.
-
-.. image:: expense/filled-in-expense-form.png
-   :align: center
-   :alt: A filled out expenses form in the Odoo Expenses application.
-
-At the top of the expense form, there are buttons to :guilabel:`Attach Receipt`, :guilabel:`Create
-Report`, and :guilabel:`Split Expense`.
-
-If there is a physical or digital receipt that should be attached to the expense, click
-:guilabel:`Attach Receipt`.
-
-If the cost of this expense needs to be split, click :guilabel:`Split Expense`. This feature can be
-used for a number of reasons (spitting expense with another employee, to accommodate different tax
-rates, etc.).
-
-If neither of these options are necessary, click :guilabel:`Create Report` to lock in the expense
-report that was just configured.
-
-Doing so reveals an :guilabel:`Expense Report Summary` for the new expense.
-
-.. image:: expense/expense-report-summary-form.png
-   :align: center
-   :alt: An expense report summary in the Odoo Expenses application.
-
-Here, once the details related to the expense have been confirmed, click :guilabel:`Submit to
-Manager`. This sends the expense report to the approving manager, who will review the expense.
-
-The manager in charge of reviewing and approving the expense will inspect the details related to
-the expense, and if there are no issues, they will click the :guilabel:`Approve` button — which
-*only* appears on the manager's view of the :guilabel:`Expense Report Summary` that's been submitted
-to the manager by the employee.
-
-.. image:: expense/expense-report-summary-manager-approve.png
-   :align: center
-   :alt: An expense report summary that a manager will approve with an Approve button.
-
-Once approved, the buttons at the top of the :guilabel:`Expense Report Summary` change once again.
-At this point, the buttons at the top of the :guilabel:`Expense Report Summary` are: :guilabel:`Post
-Journal Entries`, :guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset to
-Draft`.
-
-.. image:: expense/expense-report-summary-manager-post-journal.png
-   :align: center
-   :alt: An expense report summary with post journal entries button at the top of the form.
-
-When the manager is satisfied with the :guilabel:`Expense Report Summary`, they'll click
-:guilabel:`Post Journal Entries`.
-
-Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and the :guilabel:`Analytic
-Distribution` column in the :guilabel:`Expense` tab is filled with the sales order that was
-initially configured to the expense in the :guilabel:`Customer to Reinvoice` field.
-
-.. important::
-   By default, the :guilabel:`Customer to Reinvoice` field is enabled for the :guilabel:`[TRANS &
-   ACC] Travel & Accommodation`, :guilabel:`[COMM] Communication`, :guilabel:`[FOOD] Meals`, and
-   :guilabel:`[MIL] Mileage` expense category.
-
-   It should be noted that **not** all of the default expense categories that come installed with
-   the *Expenses* application have reinvoicing policies activated. The setting may have to be
-   manually activated.
-
-   To do that, navigate to :menuselection:`Expenses app --> Configuration --> Expenses Categories`
-   to view a list of all expense categories in the database.
-
-   Look in the :guilabel:`Re-Invoice Expenses` column to see which selections have been made for
-   each expense category.
-
-   .. image:: expense/expense-categories-page.png
-      :align: center
-      :alt: The Re-Invoice Expenses column on the Expense Categories page in the Odoo Expenses app.
-
-   To modify an expense category, click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` in the
-   :guilabel:`Category` field, to reveal that specific expense from.
-
-   Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice Expenses` field, select
-   either :guilabel:`At cost` or :guilabel:`Sales price`.
-
-   .. image:: expense/reinvoice-expenses-field.png
-      :align: center
-      :alt: The Re-Invoice Expenses field on an Expense Category form in the Odoo Expenses app.
-
-Reinvoice expense
-=================
-
-With those steps completed, it's time to return to the sales order to complete the reinvoice of the
-expense to the customer.
-
-To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, and select the
-appropriate sales order that should be reinvoiced for the expense.
-
-On the sales form, the newly-configured expense is now in the :guilabel:`Order Lines` tab, with its
-:guilabel:`Delivered` column filled in, and ready to be invoiced.
-
-.. image:: expense/sales-order-with-expense-order-lines.png
-   :align: center
-   :alt: A sales order with the configured expense ready to be invoiced in the Order Lines tab.
-
-After confirming the details of the expense, click :guilabel:`Create Invoice` at the top of the
-sales order. When clicked, a :guilabel:`Create invoices` pop-up window appears.
-
-.. image:: expense/create-invoices-popup.png
-   :align: center
-   :alt: A create invoices pop-up window that appears when the Create Invoice is clicked.
-
-From this pop-up window, leave the :guilabel:`Create Invoice` field on the default
-:guilabel:`Regular invoice` option, and click :guilabel:`Create Draft Invoice`.
-
-Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the expense in the
-:guilabel:`Invoice Lines` tab.
-
-.. image:: expense/customer-invoice-draft-with-expense.png
-   :align: center
-   :alt: A customer invoice draft with the expense in the Invoice Lines tab of the form.
-
-If all the information related to the expense is correct, click :guilabel:`Confirm` to confirm the
-invoice. Doing so moves the status of the invoice from :guilabel:`Draft` to :guilabel:`Posted`.
-
-To send the invoice to the customer, click :guilabel:`Send \& Print`. Doing so reveals a
-:guilabel:`Send` pop-up window, with a preconfigured message and PDF invoice in the body of the
-message. The message can be reviewed and modified, if needed.
-
-Once ready, click :guilabel:`Send \& Print` to send the invoice to the customer. When clicked, the
-pop-up window disappears, and Odoo sends the message/invoice to the customer. Additionally, a PDF of
-the invoice is automatically downloaded for record-keeping and/or printing purposes.
-
-Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register Payment` button when the
-customer pays for the invoiced expense.
-
-.. image:: expense/customer-invoice-register-payment.png
-   :align: center
-   :alt: A customer invoice with the register payment button ready to be clicked.
-
-When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment` pop-up window appears.
-In this pop-up window, the necessary fields are auto-populated with the correct information. After
-reviewing the information, click :guilabel:`Create Payment`.
-
-.. image:: expense/register-payment-popup.png
-   :align: center
-   :alt: A register payment pop-up window on a customer invoice in Odoo Sales.
-
-Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, and a green :guilabel:`In
-Payment` banner is in the upper-right corner of the invoice, signifying this invoice is paid for in
-full. Thus, completing the workflow.
-
-.. image:: expense/expense-invoice-in-payment-banner.png
-   :align: center
-   :alt: A register payment pop-up window on a customer invoice in Odoo Sales.
-
-.. seealso::
-   - :doc:`invoicing_policy`
-   - :doc:`time_materials`
-   - :doc:`milestone`

content/applications/services/project/project_management/project_profitability.rst

@@ -75,7 +75,7 @@ Revenues
  - :guilabel:`Down payments`: a total of
    :doc:`down payments </applications/sales/sales/invoicing/down_payment>` linked to the project.
  - :guilabel:`Expenses`: any :doc:`expenses </applications/finance/expenses>` that have been
-   :doc:`reinvoiced to the customer </applications/sales/sales/invoicing/expense>`.
+   reinvoiced to the customer.
 
 .. _project/project-profitability/costs:
 

redirects/17.0.txt

@@ -125,6 +125,7 @@ applications/sales/crm/acquire_leads/generate_leads.rst applications/sales/crm/a
 applications/sales/crm/pipeline/multi_sales_team.rst applications/sales/crm/pipeline/manage_sales_teams.rst                                               # multi_sales_team --> manage_sales_teams
 applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/point_of_sale/pricing/electronic_labels.rst                                # digital_labels --> electronic_labels
 applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals.rst		              # terminals/vantiv --> terminals
+applications/sales/sales/invoicing/expense.rst applications/finance/expenses/reinvoice_expenses.rst                                                       # /sales/sales/invoicing/expense --> /finance/expenses/reinvoice_expenses
 applications/sales/subscriptions/payment_providers/wire_transfer.rst applications/finance/payment_providers/wire_transfer.rst
 applications/sales/subscriptions/payment_providers/sdd.rst applications/finance/payment_providers/sdd.rst
 applications/sales/subscriptions/plans.rst applications/sales/subscriptions.rst										  # subscriptions/plans --> subscriptions