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Option to update cost in existing expense

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Allowing users to apply new costs to either existing expenses or only future ones in Expense Categories

0,95 € 0.9500000000000001 EUR 0,95 € Hors TVA

US$ 1,00 Hors TVA

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Garantie satisfait ou remboursé de 30 jours
Expédition : 2-3 jours ouvrables

STORY BEHIND THE FEATURE

ODOO BEHAVIOR

When you update the cost in an expense category, Odoo automatically updates the cost in all expenses linked to that specific category. This ensures consistency in cost data across linked expenses but does not offer an option to apply the update selectively.
 
CLUEDOO BEHAVIOR

Cluedoo introduces an Update Existing Expense button within Expense Categories. This feature allows you to choose whether to apply the new cost to all existing expenses linked to the category or limit the change only to new expenses moving forward. This added flexibility helps control expense updates based on specific needs or policies.

MODULE +

The new feature brings valuable flexibility and control to managing expense categories in Odoo. By allowing users to decide whether updated costs apply to both existing and new expenses or only to future expenses, this feature empowers companies to better align their cost adjustments with current financial needs and policies. This selective update capability minimizes unexpected changes in historical records while ensuring new expenses reflect the latest costs, supporting more accurate financial reporting and streamlined budget management.
CLUEDOO RECOMMENDATIONS

​​Install on 100% of the database.


​ ​ ​ ​ ​ ​ ​ ​ ​        HOW TO USE THIS MODULE

1. Go to Expenses > Configuration > Expense Categories > New or choose an existing one > Fill in the necessary information > Save

2. My Expenses > New > Fill in Description and select Category > The Unit Price and Total will be updated automatically > Save

3. Head back to Expense Categories and change the cost > Decide whether you want to update existing expenses or not > Save

If you do not check, only new expenses will have the updated cost.

If you check, all the existing and new expenses will have the updated cost.

Note that the cost can only be changed in existing expenses that have not been submitted to the manager yet.

Update Existing Expense not checked:

Update Existing Expense checked: