How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials
1Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for:
Employees without access to the Expense module: If an employee doesn't have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email.
Improved Efficiency: Even for employees with access, emailing receipts and expense information can save time compared to manually entering everything in the app.
Here's how it works:
Configuration: An administrator needs to enable the "Incoming Emails" feature in the Odoo Expense app settings. This creates a dedicated email address (alias) for submitting expenses.
Submitting Expenses via Email: Employees can send an email to the alias, including the expense amount and relevant details (like product code) in the subject line. Attaching the receipt is also recommended.
Odoo Parses the Email: Odoo scans the email's subject line and attachment (receipt) to extract information like amount, product (using reference codes), and description.
Expense Creation: Based on the extracted details, Odoo automatically generates a new expense report in the system.
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