hr_expense_advance_clearing
⧉ View on GitHubPurpose
Allows companies to issue advances to employees and manage clearing or returns through expense reports and payments.
Features
- hr.expense: Expense lines can be flagged as advances with optional clearing products and validations enforcing the dedicated advance product, correct account, no taxes, and employee-paid mode.
- hr.expense.sheet: Expense reports can be marked as advances or clearing sheets, linked to an advance with residual tracking, auto-added clearing lines from preset products, and prevention of mixing advance and non-advance expenses.
- hr.expense.sheet: Posting clearings reconciles with advance moves, splits payable portions when spend exceeds the advance, updates payment state or residuals accordingly, and blocks approval when nothing remains to clear.
- hr.expense.sheet: Adds buttons, counters, and smart actions to open related clearing sheets or return payments and to trigger clearing or return flows from advance reports.
- account.payment.register: Return-advance payments validate they do not exceed the remaining advance after pending clearings and set inbound payments to customer type while linking them to the advance sheet.
- account.payment: Payments created for returning advances store the originating advance sheet, permit using current asset accounts in that context, and skip move synchronization safeguards when appropriate.
- account.move: Prevents canceling, drafting, or reversing advance moves once cleared or returned, adjusts residual computation for clearing entries, and permits registering payments on clearing journal entries when expenses exceed advances.
- hr.employee: Employee records show an advance count with a shortcut to their advance sheets.
- ui/menus: Adds separate menus and filters for advances, uncleared advances, and clearings plus form adjustments to expose advance fields, optional clearing products, and residual amounts.