conectoresERP User guide

Guide / Copilot for Odoo / Attachments

Receipts and expenses

Take a photo of the receipt and the Copilot records it as an employee expense (yours or someone else's) or as a vendor receipt. If you don't say which one it is, it asks you.

AttachmentsAll Copilot plans

Requirements

PlanCopilot for Odoo: Pro, Team or Business.
Permission in Conectores ERPCrear y modificar registros (Create and update records) set to «Permitir» (Allow) or «Preguntar» (Ask). If it's set to «Bloquear» (Block), the Copilot reads the document but proposes nothing. With files in the conversation, «Permitir» works as «Preguntar».
Employee expense
  • The Expenses app installed in your Odoo.
  • Your own expenses: an employee linked to your Odoo user (on the employee form, HR settings tab).
  • Someone else's expenses: be their expense manager or their department manager, or have the Team Approver, All Approver or Administrator group in Expenses.
  • Expense categories: products marked as «Can be Expensed».
Vendor receiptAccounting: Invoicing (account.group_account_invoice). To see receipts in Odoo's menus, turn on purchase receipts in the Invoicing settings.

What it does

  1. If you don't say what it is, it asks: an employee expense (whose?) or a vendor receipt?
  2. Expense: it looks up the employee (yours, or the one you name), possible duplicates (same employee, day and amount: blocks) and the expense categories.
  3. It proposes the expense or the receipt and, when you approve, creates it with your user and attaches the photo.
  4. If your Odoo doesn't have the Expenses app, it tells you, links you here and offers to record it as a receipt.

How to use it

Troubleshooting

Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.

What you seeWhyWhat to do
The Copilot says the Expenses app isn't installedYour Odoo doesn't have Expenses, or your user can't use it.Install Expenses in Odoo, or record it as a receipt.
The Copilot says your Odoo user has no employeeYour user isn't linked to any employee.Link it on the employee form, or say whose expense it is.
The card doesn't let you approve: the expense is already in OdooSame employee, day and amount.Don't record it again.
«Tu usuario de Odoo no tiene permiso para esta operación. Pide a quien administra tu Odoo que te dé acceso.»Means: your Odoo user doesn't have permission for this operation. Ask your Odoo administrator for access.You can't create expenses for that employee.Ask to be their approver in Expenses, or ask them to record it.

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