Reinvoice Expenses to a Customer

ERPNext Accounting
1

Hello All,

Thank you for the acceptance.

I am evaluating ERPNext after giving up with odoo.

Reason? No one from odoo community was able to provide a clear solution on the following:

We need employees to be able to add their own expenses.

Then those expenses should be re-invoiced to the customer for which they were raised.

We do not want any alternations (like price lists or anything).

One paid 100EUR for a ticket, to visit customer X.

We want to raise an invoice for customer X including that approved expense.

Could someone be kind enought to provide a confirmation that this is possible in EPRNext and also a step by step guide?

Appreciated
Theo

2

Can you check this?

Create Project,
Create Task in Project.
Assignee Task to Employee
In Task click on Expense Claims

Task.PNG1262Ă—215 7.5 KB

https://demo.erpnext.com/desk#Form/Task/TASK00026

Create Expense.
https://demo.erpnext.com/desk#Form/Expense%20Claim/EXP00022

Also. you can create Time Logs for tracking Activity and activity cost.
You can tag project in Sales Transaction.

1 Like
3

@tkontogi welcome to the forum

This is not automated. Easiest would be to create a custom field “Billable” on the expense claim and a “Customer” field for the customer to bill. And then manually create an invoice.

https://manual.erpnext.com/videos/learn/field-customization

4

Hi @rmehta and @kolate_sambhaji

Solution with the task, works to the point of registering the expense in the project but then how can we invoice it?

Solution with customization would be nice (it reminds of zoho invoice) but then how functional would that be apart from just having a clickable selection that does not much anything in the schema?

The key functionality looking for here is to somehow turn an expense into a customer invoice.

Thank you for your time.

BR
Theo

5

@tkontogi it will help you keep track!