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4b674eb
[12.0][ADD]hr_expense_petty_cash
ps-tubtim Mar 11, 2020
5ee7c04
[UPD] Update hr_expense_petty_cash.pot
oca-travis Mar 17, 2020
42b4a1e
[ENH] add journal in petty cash
Saran440 Aug 28, 2020
8c303ff
[FIX] compare amount with float_compare
Saran440 Sep 9, 2020
e369ae3
[UPD] Update hr_expense_petty_cash.pot
oca-travis Sep 15, 2020
4ce808f
[UPD] README.rst
OCA-git-bot Sep 15, 2020
35da421
hr_expense_petty_cash 12.0.1.1.0
OCA-git-bot Sep 15, 2020
a6df130
[UPD] Update hr_expense_petty_cash.pot
oca-travis Sep 15, 2020
6b43825
[IMP] hr_expense_petty_cash: black, isort, prettier
ps-tubtim Oct 1, 2020
a46ba5f
[MIG] hr_expense_petty_cash: Migration to 13.0
ps-tubtim Oct 21, 2020
9814f24
[UPD] Update hr_expense_petty_cash.pot
oca-travis Nov 2, 2020
cd36d03
[UPD] README.rst
OCA-git-bot Nov 2, 2020
b017780
[FIX] hr_expense_petty_cash: Fix tests according to journal_id is cor…
victoralmau Mar 23, 2021
8abb80e
hr_expense_petty_cash 13.0.1.0.1
OCA-git-bot Mar 26, 2021
41aaefd
[IMP] add active/inactive petty_cash view
Saran440 Nov 6, 2020
2c9132a
[UPD] Update hr_expense_petty_cash.pot
oca-travis May 15, 2021
e6908b1
hr_expense_petty_cash 13.0.1.1.0
OCA-git-bot May 15, 2021
33f0016
[IMP] hr_expense_petty_cash: black, isort, prettier
modnoting Nov 16, 2020
48f3832
[MIG] hr_expense_petty_cash: Migration to 14.0
modnoting Nov 16, 2020
72cc54c
[FIX] hr_expense_petty_cash: expense with taxes and recompute line
ps-tubtim Sep 1, 2021
5c5d2fe
[UPD] Update hr_expense_petty_cash.pot
oca-travis Apr 28, 2022
d826d40
[UPD] README.rst
OCA-git-bot Apr 28, 2022
0f1433d
[IMP] hr_expense_petty_cash: black, isort, prettier
Saran440 Sep 16, 2022
1fa547f
[15.0][MIG] hr_expense_petty_cash
Saran440 Sep 16, 2022
a000bcf
[FIX] change permission to show full accounting and move menu config
Saran440 Dec 14, 2022
4adf2b1
[UPD] Update hr_expense_petty_cash.pot
Dec 21, 2022
442a6d5
[UPD] README.rst
OCA-git-bot Dec 21, 2022
5af9ec7
Added translation using Weblate (Italian)
mymage Jun 30, 2023
5dde3c6
Translated using Weblate (Italian)
mymage Jul 4, 2023
e24f6f1
Translated using Weblate (Italian)
francesco-ooops Jul 12, 2023
8b20474
Translated using Weblate (Italian)
francesco-ooops Jul 12, 2023
c5392ca
[UPD] README.rst
OCA-git-bot Sep 3, 2023
526addd
[FIX] hr_expense_petty_cash: group by petty cash holder
ps-tubtim Jul 31, 2023
2527ac6
oca-github-bot post-merge updates
OCA-git-bot Sep 19, 2023
ad8d74e
Update translation files
weblate Oct 9, 2023
39aa7f9
Added translation using Weblate (Spanish)
Ivorra78 Oct 30, 2023
61ed2c4
Translated using Weblate (Spanish)
Ivorra78 Oct 30, 2023
bab1921
[IMP] hr_expense_petty_cash: pre-commit stuff
Saran440 Mar 14, 2024
1026b05
[MIG] hr_expense_petty_cash: Migration to 16.0
Saran440 Mar 14, 2024
4819076
[ENH] support core version16
Saran440 Mar 22, 2024
0dd57e7
[ENH] hr_expense_petty_cash: multi-company
Saran440 Jun 4, 2024
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134 changes: 134 additions & 0 deletions hr_expense_petty_cash/README.rst
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==========
Petty Cash
==========

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:b0ac8e37253106681f342556f00a62710fa4e139ec09806af5b472e7466e9aa5
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fhr--expense-lightgray.png?logo=github
:target: https://github.com/OCA/hr-expense/tree/16.0/hr_expense_petty_cash
:alt: OCA/hr-expense
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/hr-expense-16-0/hr-expense-16-0-hr_expense_petty_cash
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/hr-expense&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module work about expense that paid by petty cash.

General Process:

#. Create Petty Cash Holder
#. Transfer cash to Petty Cash Holder (by using Vendor Bill)
#. You can create expense paid by petty cash and select petty cash holder.
#. Then balance of petty cash holder less than amount of expense, you must transfer cash to petty cash holder before Submit Report to Manager.

**Table of contents**

.. contents::
:local:

Configuration
=============

**Create a Petty Cash Account**

#. Go to Invoicing > Accounting > Petty Cash
#. Create a new petty cash account
#. Type = Bank and Cash or Account type that is asset

Note:

* You will need the "Show Full Accounting Features" to see accounting data

Usage
=====

**Create a Petty Cash Holder**

#. Go to Invoicing > Accounting > Petty Cash
#. Create a new petty cash holder
#. Select Petty Cash Account and Journal (optional)

**Add Balance for Petty Cash Holder**

#. Go to Invoicing > Vendor > Bill
#. Create a new vendor bill
#. Select Vendor (Petty Cash Holder)
#. Check Petty Cash will auto line with Unit Price = Max Limit - Balance

**Create an Expense paid by Petty Cash**

#. Go to Expenses > My Expenses
#. Create a new expense
#. Select Paid by = Petty Cash and Select Petty Cash Holder

**Create an Expense Report paid by Petty Cash**

#. Go to Expenses > My Expense Reports
#. Create a new expense report
#. Select or Create expenses Paid by Petty Cash and same Petty Cash Holder

Note : Bill and Expense will default journal from petty cash holder,
if you configure journal in petty cash holder.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/hr-expense/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_petty_cash%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Ecosoft

Contributors
~~~~~~~~~~~~

* `Ecosoft <http://ecosoft.co.th>`__:

* Pimolnat Suntian <[email protected]>
* Saran Lim. <[email protected]>

* `Trinityroots <http://trinityroots.co.th>`__:

* Santi Techatoo <[email protected]>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/hr-expense <https://github.com/OCA/hr-expense/tree/16.0/hr_expense_petty_cash>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions hr_expense_petty_cash/__init__.py
Original file line number Diff line number Diff line change
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# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import models
21 changes: 21 additions & 0 deletions hr_expense_petty_cash/__manifest__.py
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# Copyright 2019 Ecosoft Co., Ltd. (http://ecosoft.co.th)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

{
"name": "Petty Cash",
"version": "16.0.1.0.0",
"category": "Human Resources",
"author": "Ecosoft, Odoo Community Association (OCA)",
"license": "AGPL-3",
"website": "https://github.com/OCA/hr-expense",
"depends": ["hr_expense"],
"data": [
"security/ir.model.access.csv",
"security/petty_cash_security.xml",
"views/account_move_views.xml",
"views/hr_expense_sheet_views.xml",
"views/hr_expense_views.xml",
"views/petty_cash_views.xml",
],
"installable": True,
}
233 changes: 233 additions & 0 deletions hr_expense_petty_cash/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * hr_expense_petty_cash
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-10-30 19:36+0000\n"
"Last-Translator: Ivorra78 <[email protected]>\n"
"Language-Team: none\n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/account_move.py:0
#, python-format
msgid "%s is not a petty cash holder"
msgstr "%s no es titular de una caja menor"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/account_move.py:0
#, python-format
msgid "Account on invoice line should be {name}."
msgstr "La cuenta en la línea de factura debe ser {name}."

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__active
msgid "Active"
msgstr "Activo"

#. module: hr_expense_petty_cash
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_form
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_search
msgid "Archived"
msgstr "Archivado"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__petty_cash_balance
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_list
msgid "Balance"
msgstr "Saldo"

#. module: hr_expense_petty_cash
#: model_terms:ir.actions.act_window,help:hr_expense_petty_cash.action_petty_cash
msgid "Create a new petty cash holder"
msgstr "Crear un nuevo titular de caja para gastos menores"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__create_uid
msgid "Created by"
msgstr "Creado por"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__create_date
msgid "Created on"
msgstr "Creado el"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__display_name
msgid "Display Name"
msgstr "Mostrar Nombre"

#. module: hr_expense_petty_cash
#: model:ir.model,name:hr_expense_petty_cash.model_hr_expense
msgid "Expense"
msgstr "Gasto"

#. module: hr_expense_petty_cash
#: model:ir.model,name:hr_expense_petty_cash.model_hr_expense_sheet
msgid "Expense Report"
msgstr "Informe de Gastos"

#. module: hr_expense_petty_cash
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_search
msgid "Group By"
msgstr "Agrupar Por"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__id
msgid "ID"
msgstr "ID(identificación)"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__journal_id
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_search
msgid "Journal"
msgstr "Dario"

#. module: hr_expense_petty_cash
#: model:ir.model,name:hr_expense_petty_cash.model_account_move
msgid "Journal Entry"
msgstr "Entrada Diaria"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash____last_update
msgid "Last Modified on"
msgstr "Última Modificación el"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__write_uid
msgid "Last Updated by"
msgstr "Última Actualización por"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__write_date
msgid "Last Updated on"
msgstr "Última Actualización el"

#. module: hr_expense_petty_cash
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_list
msgid "Limit"
msgstr "Límite"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__petty_cash_limit
msgid "Max Limit"
msgstr "Límite Máximo"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/hr_expense_sheet.py:0
#, python-format
msgid ""
"Not enough money in petty cash holder.\n"
"You are requesting {amount_company}{symbol}, but the balance is {balance}{symbol}."
msgstr ""
"No hay suficiente dinero en la caja para gastos menores.\n"
"Está solicitando {amount_company}{symbol}, pero el saldo es "
"{balance}{symbol}."

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_hr_expense__payment_mode
msgid "Paid By"
msgstr "Pagado Por"

#. module: hr_expense_petty_cash
#: model:ir.actions.act_window,name:hr_expense_petty_cash.action_petty_cash
#: model:ir.model,name:hr_expense_petty_cash.model_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_account_bank_statement_line__is_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_account_move__is_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_account_payment__is_petty_cash
#: model:ir.model.fields.selection,name:hr_expense_petty_cash.selection__hr_expense__payment_mode__petty_cash
#: model:ir.ui.menu,name:hr_expense_petty_cash.menu_petty_cash
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.hr_expense_sheet_view_search_inherit
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.hr_expense_view_search_inherit
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_form
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_search
msgid "Petty Cash"
msgstr "Caja Menor"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__account_id
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_search
msgid "Petty Cash Account"
msgstr "Cuenta de Caja Menor"

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_petty_cash__partner_id
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.hr_expense_sheet_view_search_inherit
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.hr_expense_view_search_inherit
#: model_terms:ir.ui.view,arch_db:hr_expense_petty_cash.view_petty_cash_search
msgid "Petty Cash Holder"
msgstr "Tenedor de Caja Menor"

#. module: hr_expense_petty_cash
#: model:ir.model.constraint,message:hr_expense_petty_cash.constraint_petty_cash_partner_uniq
msgid "Petty Cash Holder must be unique!"
msgstr "¡El titular de la caja Menor debe ser único!"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/account_move.py:0
#, python-format
msgid ""
"Petty Cash balance is {balance} {symbol}.\n"
"Max amount to add is {max_amount} {symbol}."
msgstr ""
"El saldo de caja menor es {balance} {symbol}.\n"
"La cantidad máxima a añadir es {max_amount} {symbol}."

#. module: hr_expense_petty_cash
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_hr_expense__petty_cash_id
#: model:ir.model.fields,field_description:hr_expense_petty_cash.field_hr_expense_sheet__petty_cash_id
msgid "Petty cash holder"
msgstr "Tenedor de caja menor"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/account_move.py:0
#, python-format
msgid "Please check Petty Cash on {name}."
msgstr "Por favor, compruebe la caja menor en {name}."

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/account_move.py:0
#, python-format
msgid "Please select petty cash holder"
msgstr "Por favor, seleccione el titular de la caja menor"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/hr_expense.py:0
#, python-format
msgid "You can not create report without category."
msgstr "No puede crear un informe sin categoría."

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/hr_expense.py:0
#: code:addons/hr_expense_petty_cash/models/hr_expense_sheet.py:0
#, python-format
msgid "You cannot create report from many petty cash holders."
msgstr ""
"No se puede crear un informe a partir de muchos titulares de caja pequeña."

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/hr_expense.py:0
#, python-format
msgid "You cannot report expenses for different employees in the same report."
msgstr ""
"No se pueden declarar gastos de diferentes empleados en el mismo informe."

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/hr_expense.py:0
#, python-format
msgid "You cannot report twice the same line!"
msgstr "¡No se puede informar dos veces de la misma línea!"

#. module: hr_expense_petty_cash
#: code:addons/hr_expense_petty_cash/models/account_move.py:0
#, python-format
msgid "{name} with petty cash checked must contain only 1 line."
msgstr "{name} con caja chica comprobada debe contener sólo 1 línea."
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