odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/finance/expenses/log_expenses.md

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+---
+title: "Log expenses"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/expenses/log_expenses.html"
+---
+
+============
+# Log expenses
+
+Before expenses can be reimbursed, each individual expense needs to be logged in the database.
+Expense records can be created in three different ways: :ref:`manually enter an expense record
+<expenses/manual_expense>`, :ref:`upload a receipt <expenses/upload_receipt>`, or :ref:`email a
+receipt <expenses/email_expense>` to a preconfigured email address.
+
+.. _expenses/manual_expense:
+
+# Manually enter expenses
+
+To record a new expense, open the :menuselection:`Expenses app`, which displays the :guilabel:`My
+Expenses` page, by default.
+
+> **tip**:
+>    This view can also be accessed from :menuselection:`Expenses app --> My Expenses --> My
+   Expenses`.
+
+Then, click :guilabel:`New`, and then fill out the following fields on the form that appears:
+
+- :guilabel:`Description`: Enter a short description for the expense. This should be concise and
+  informative, such as `lunch with client` or `hotel for conference`.
+- :guilabel:`Category`: Select the expense category from the drop-down menu that most closely
+  corresponds to the expense.
+- :guilabel:`Total`: Enter the total amount paid for the expense in one of two ways:
+
+  #. If the expense is for a single item/expense, and the category selected was for a single item,
+     enter the cost in the :guilabel:`Total` field (the :guilabel:`Quantity` field is hidden).
+  #. If the expense is for multiples of the same item/expense with a fixed price, the
+     :guilabel:`Unit Price` is displayed. Enter the quantity in the :guilabel:`Quantity` field, and
+     the total cost is automatically updated with the correct total. The total cost appears below
+     the :guilabel:`Quantity`.
+
+     .. example::
+        In the case of mileage driven, the :guilabel:`Unit Price` is populated as the cost *per
+        mile*. Set the :guilabel:`Quantity` to the *number of miles driven*, and the total is
+        calculated.
+
+- :guilabel:`Included Taxes`: If taxes were configured on the expense category, the tax percentage
+  and amount appear automatically after entering either the :guilabel:`Total` or the
+  :guilabel:`Quantity`.
+
+  > **note**:
+>      When a tax is configured on an expense category, the :guilabel:`Included Taxes` value updates
+     in real time, as the :guilabel:`Total` or :guilabel:`Quantity` is updated.
+
+- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for.
+- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense, and should be
+  reimbursed. Select either :guilabel:`Employee (to reimburse)` or :guilabel:`Company`. Depending on
+  the expense category selected, this field may not appear.
+- :guilabel:`Expense Date`: Using the calendar popover window that appears when this field is
+  clicked, enter the date the expense was incurred.
+- :guilabel:`Account`: Using the drop-down menu, select the expense account the expense should be
+  logged in.
+- :guilabel:`Customer to Reinvoice`: If the expense is something that should be paid for by a
+  customer, select the :abbr:`SO (Sales Order)` and customer that should be invoiced for this
+  expense from the drop-down menu. All sales orders in the drop-down menu list both the :abbr:`SO
+  (Sales Order)`, as well as the company the sales order is written for. After the expense is saved,
+  the customer name disappears, and only the :abbr:`SO (Sales Order)` is visible on the expense.
+
+  .. example::
+     A customer wishes to have an on-site meeting for the design and installation of a custom
+     garden, and agrees to pay for the expenses associated with it (such as travel, hotel, meals,
+     etc). All expenses tied to that meeting would indicate the sales order for the custom garden
+     (which also references the customer) as the :guilabel:`Customer to Reinvoice`.
+
+- :guilabel:`Analytic Distribution`: Select the account the expense should be written against from
+  the drop-down menu for either :guilabel:`Projects`, :guilabel:`Departments`, or both. Multiple
+  accounts can be listed for each category, if needed. Adjust the percentage for each analytic
+  account by typing in the percentage value next to each account.
+- :guilabel:`Company`: If multiple companies are set up, select the company the expense should be
+  filed for from the drop-down menu. The current company automatically populates this field.
+- :guilabel:`Notes...`: If any notes are needed to clarify the expense, enter them in the notes
+  field.
+
+.. image:: log_expenses/expense-filled-in.png
+   :align: center
+   :alt: A filled in expense form for a client lunch.
+
+## Attach receipts
+
+After the expense record is created, the next step is to attach a receipt. Click the
+:guilabel:`Attach Receipt` button, and a file explorer appears. Navigate to the receipt to be
+attached, and click :guilabel:`Open`.
+
+The new receipt is recorded in the *chatter*, and the number of receipts appears next to the
+:icon:`fa-paperclip` :guilabel:`(paperclip)` icon. Multiple receipts can be attached to an
+individual expense record, as needed.
+
+.. image:: log_expenses/receipt-icon.png
+   :align: center
+   :alt: Attach a receipt and it appears in the chatter.
+
+.. _expenses/upload_receipt:
+
+# Upload expenses
+
+It is possible to have expense records created automatically, by uploading a PDF receipt. This
+feature requires the enabling of a setting, and the purchasing of :abbr:`IAP (in-app purchases)`
+credits.
+
+## Digitalization settings
+
+To enable receipt scanning, navigate to :menuselection:`Expenses app --> Configuration -->
+Settings`, and tick the checkbox beside the :guilabel:`Expense Digitization (OCR)` option. Then,
+click :guilabel:`Save`. When enabled, additional options appear. Click on the corresponding radio
+button to select one of the following options:
+
+- :guilabel:`Do not digitize`: turns off receipt digitization.
+- :guilabel:`Digitize on demand only`: only digitizes receipts when requested. A
+  :guilabel:`Digitize document` button appears on expense records. When clicked, the receipt is
+  scanned and the expense record is updated.
+- :guilabel:`Digitize automatically`: automatically digitizes all receipts when they are uploaded.
+
+Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Buy
+credits` link to purchase credits for receipt digitization. Click the :icon:`fa-arrow-right`
+:guilabel:`View My Services` link to view a list of all current services, and their remaining credit
+balances.
+
+For more information on document digitization and :abbr:`IAPs (in-app purchases)`, refer to the
+:doc:`In-app purchase (IAP) <../../essentials/in_app_purchase>` documentation.
+
+> **note**:
+>    When the :guilabel:`Expense Digitization (OCR)` option is enabled, a necessary module is
+   installed, so receipts can be scanned. Disabling this option uninstalls the module.
+
+   If, at some point, there is a desire to temporarily stop digitizing receipts, select the
+   :guilabel:`Do not digitize` option. The reason this option is available is so the module is not
+   uninstalled, allowing for digitization to be enabled in the future by selecting one of the other
+   two options.
+
+## Upload receipts
+
+Open the :guilabel:`Expenses app`, and from the :guilabel:`My Expenses` dashboard, click
+:guilabel:`Upload`, and a file explorer appears. Navigate to the desired receipt, select it, then
+click :guilabel:`Open`.
+
+.. image:: log_expenses/upload.png
+   :align: center
+   :alt: Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard
+         view.
+
+The receipt is scanned, and a new expense record is created. The :guilabel:`Expense Date` field is
+populated with today's date, along with any other fields based on the scanned data, such as the
+:guilabel:`Total`.
+
+Click on the new entry to open the individual expense form, and make any changes, if needed. The
+scanned receipt appears in the *chatter*.
+
+.. _expenses/email_expense:
+
+# Email expenses
+
+Instead of individually creating each expense in the **Expenses** app, expenses can be automatically
+created by sending an email to an email alias.
+
+To do so, an email alias must first be configured. Navigate to :menuselection:`Expenses app -->
+Configuration --> Settings`. Ensure the checkbox beside :guilabel:`Incoming Emails` is ticked. The
+default email alias is *expense@(domain).com*. Change the email alias by entering the desired email
+in the field to the right of :guilabel:`Alias`. Then, click :guilabel:`Save`.
+
+.. image:: log_expenses/alias-email.png
+   :align: center
+   :alt: Te default email that populates the expenses email alias.
+
+> **note**:
+>    If the domain alias needs to be set up, :icon:`fa-arrow-right` :guilabel:`Setup your domain
+   alias` appears beneath the :guilabel:`Incoming Emails` checkbox, instead of the email address
+   field.
+
+   .. image:: log_expenses/email-alias.png
+      :align: center
+      :alt: Create the domain alias by clicking the link.
+
+   Refer to the :doc:`/applications/websites/website/configuration/domain_names` documentation for
+   setup instructions and more information.
+
+   Once the domain alias is configured, the email address field is visible beneath the
+   :guilabel:`Incoming Emails` feature on the :guilabel:`Settings` page in the **Expenses** app.
+
+Once the email address has been entered, emails can be sent to that alias to create new expenses,
+without having to be in the Odoo database.
+
+To submit an expense via email, create a new email, and enter the product's *internal reference*
+code (if available) and the amount of the expense as the subject of the email. Next, attach the
+receipt to the email. Odoo creates the expense by taking the information in the email subject, and
+combining it with the receipt.
+
+To check an expense category's internal reference, go to :menuselection:`Expenses app -->
+Configuration --> Expense Categories`. If an internal reference is listed on the expense category,
+it is listed in the :guilabel:`Internal Reference` column.
+
+.. image:: log_expenses/ref.png
+   :align: center
+   :alt: Internal reference numbers are listed in the main Expense Categories view.
+
+To add an internal reference on an expense category, click on the category to open the expense
+category form. Enter the :guilabel:`Internal Reference` in the corresponding field. Beneath the
+:guilabel:`Internal Reference` field, this sentence appears: :guilabel:`Use this reference as a
+subject prefix when submitting by email.`
+
+.. image:: log_expenses/mileage-internal-reference.png
+   :align: center
+   :alt: Internal reference numbers are listed in the main Expense Products view.
+
+.. example::
+   If submitting an expense, via email, for a $25.00 meal during a work trip, the email subject
+   would be `FOOD $25.00`.
+
+   Explanation:
+
+   - The :guilabel:`Internal Reference` for the expense category `Meals` is `FOOD`
+   - The :guilabel:`Cost` for the expense is `$25.00`
+
+> **note**:
+>    For security purposes, only authenticated employee emails are accepted by Odoo when creating an
+   expense from an email. To confirm an authenticated employee email address, go to the employee
+   card in the :menuselection:`Employees app`, and refer to the :guilabel:`Work Email` field.
+
+   .. image:: log_expenses/authenticated-email-address.png
+      :align: center
+      :alt: Create the domain alias by clicking the link.

package/payload/skills/odoo18-docs/references/docs/applications/finance/expenses/post_expenses.md

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+---
+title: "Post expenses"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/expenses/post_expenses.html"
+---
+
+=============
+# Post expenses
+
+Once an expense report is :doc:`approved <../expenses/approve_expenses>`, the next step is to post
+the expense report to the proper accounting journal.
+
+> **important**:
+>    To post expense reports to an accounting journal, the user **must** have the following
+   :doc:`access rights <../../general/users/access_rights>`:
+
+   - Accounting: *Accountant* or *Adviser*
+   - Expenses: *Manager*
+
+Only expense reports with an *Approved* status can post the expenses to a journal. To view all
+expense reports, navigate to :menuselection:`Expenses app --> Expense Reports`. Next, to view
+**only** approved expense reports that need to be posted, adjust the filters on the left side, so
+only the :guilabel:`Approved` checkbox is ticked.
+
+.. image:: post_expenses/post-reports.png
+   :align: center
+   :alt: View reports to post by clicking on expense reports, then reports to post.
+
+> **note**:
+>    The default :guilabel:`All Reports` dashboard displays all expense reports, except reports with a
+   status of :guilabel:`Refused`.
+
+Expense reports can be posted to accounting journals in two ways: :ref:`individually
+<expenses/post-individual>` or :ref:`in bulk <expenses/post-multiple>`.
+
+.. _expenses/post-individual:
+
+## Post individual reports
+
+To post an individual report, navigate to :menuselection:`Expenses app --> Expense Reports`, and
+click on an individual report with a :guilabel:`Status` of :guilabel:`Approved`, to view the report
+form. In this view, several options are presented: :guilabel:`Post Journal Entries`,
+:guilabel:`Report In Next Payslip`, :guilabel:`Refuse`, or :guilabel:`Reset to Draft`.
+
+Click :guilabel:`Post Journal Entries` to post the report.
+
+The accounting journal the expenses are posted to is listed in the :guilabel:`Journal` field of the
+expense report.
+
+After posting the expenses to an accounting journal, a :guilabel:`Journal Entry` smart button
+appears at the top of the screen. Click the :guilabel:`Journal Entry` smart button, and the details
+for the journal entry appear, with a status of :guilabel:`Posted`.
+
+.. _expenses/post-multiple:
+
+## Post multiple reports
+
+To post multiple expense reports at once, navigate to :menuselection:`Expenses app --> Expense
+Reports` to view a list of expense reports. Next, select the reports to approve by ticking the
+checkbox next to each report being approved.
+
+> **note**:
+>    Only expense reports with a status of :guilabel:`Approved` are able to post the expenses to an
+   accounting journal. If an expense report is selected that **cannot** be posted, such as an
+   unapproved report, or the report has already been posted to a journal, the :guilabel:`Post
+   Entries` button is **not** visible.
+
+> **tip**:
+>    To select **only** approved expense reports, adjust the filters on the left side, so that only
+   the :guilabel:`Approved` checkbox is ticked. Next, tick the checkbox next to the
+   :guilabel:`Employee` column title to select **all** the :guilabel:`Approved` reports in the list
+   at once.
+
+Next, click the :guilabel:`Post Entries` button.
+
+.. image:: post_expenses/post-entries.png
+   :align: center
+   :alt: Post multiple reports at a time from the Expense Reports view, with the Approved filter.

package/payload/skills/odoo18-docs/references/docs/applications/finance/expenses/reimburse.md

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+---
+title: "Reimburse employees"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/expenses/reimburse.html"
+---
+
+===================
+# Reimburse employees
+
+After an expense report is :doc:`posted to an accounting journal <../expenses/post_expenses>`, the
+next step is to reimburse the employee. Just like approving and posting expenses, employees can be
+reimbursed in two ways: with cash, check, or direct deposit (:ref:`individually
+<expenses/reimburse-single>` or :ref:`in bulk <expenses/reimburse-bulk>`), or :ref:`reimbursed in a
+payslip <expenses/reimburse-payslip>`.
+
+# Settings
+
+Reimbursements can be paid via paycheck, check, cash, or bank transfer. To set up payment options,
+first configure the various settings by navigating to :menuselection:`Expenses app -->
+Configuration --> Settings`.
+
+To reimburse employees for expenses :ref:`in their paychecks <expenses/reimburse-payslip>`, tick the
+checkbox beside the :guilabel:`Reimburse in Payslip` option in the :guilabel:`Expenses` section.
+
+Next, set how payments are made in the :guilabel:`Accounting` section. Click the drop-down menu
+under :guilabel:`Payment Methods`, and select the desired payment option. Default options include
+paying by :guilabel:`Manual (Cash)`, :guilabel:`Checks (Bank)`, :guilabel:`NACHA (Bank)`, and
+others. Leaving this field blank allows for **all** available payment options to be used.
+
+When all desired configurations are complete, click :guilabel:`Save` to activate the settings.
+
+.. _expenses/reimburse-single:
+
+# Reimburse individually
+
+To reimburse an individual expense report, first navigate to :menuselection:`Expenses app -->
+Expense Reports`. All expense reports are presented in a default list view. Click on the expense
+report being reimbursed to view the report details.
+
+> **important**:
+>    **Only** expense reports with a status of :guilabel:`Posted` can be reimbursed.
+
+Click the :guilabel:`Register Payment` button in the top-left corner of the expense report, and a
+:guilabel:`Register Payment` pop-up window appears. Enter the following information in the pop-up
+window:
+
+- :guilabel:`Journal`: Select the accounting journal to post the payment to using the drop-down
+  menu. The default options are :guilabel:`Bank` or :guilabel:`Cash`.
+- :guilabel:`Payment Method`: Select how the payment is made using the drop-down menu. If
+  :guilabel:`Cash` is selected for the :guilabel:`Journal`, the only option available is
+  :guilabel:`Manual`. If :guilabel:`Bank` is selected for the :guilabel:`Journal`, the default
+  options are :guilabel:`Manual` or :guilabel:`Checks`.
+- :guilabel:`Recipient Bank Account`: Select the employee's bank account the payment is being sent
+  to. If the employee has a bank account on file in the :ref:`Private Information tab
+  <employees/private-info>` of their employee form in the **Employees** app, that bank account
+  populates this field, by default.
+- :guilabel:`Amount`: The total amount being reimbursed populates this field, by default. The
+  currency, located to the right of the field, can be modified using the drop-down menu.
+- :guilabel:`Payment Date`: Enter the date the payments are issued in this field. The current date
+  populates this field, by default.
+- :guilabel:`Memo`: The text entered in the :doc:`Expense Report Summary
+  <../expenses/expense_reports>` field of the expense report populates this field, by default.
+
+.. image:: reimburse/payment.png
+   :align: center
+   :alt: The Register Payment pop-up window filled out for an individual expense report
+         reimbursement.
+
+When the fields of the pop-up window are completed, click the :guilabel:`Create Payment` button to
+register the payment, and reimburse the employee.
+
+.. _expenses/reimburse-bulk:
+
+# Reimburse in bulk
+
+To reimburse multiple expense reports at once, navigate to :menuselection:`Expenses app --> Expense
+Reports` to view all expense reports in a list view. Next, adjust the :guilabel:`STATUS` filters on
+the left side to only present expense reports with a status of :guilabel:`Posted`.
+
+> **tip**:
+>    Adjusting the :guilabel:`STATUS` filters to only show :guilabel:`Posted` expense reports is not
+   necessary, but removes the step of selecting each individual report in the list.
+
+Tick the checkbox next to the :guilabel:`Employee` column title to select all the reports in the
+list. Once ticked, the number of selected expense reports appears at the top of the page
+(:guilabel:`(#) Selected`). Additionally, a :guilabel:`Register Payment` button also appears in the
+upper-left corner.
+
+.. image:: reimburse/multiple-reports.png
+   :align: center
+   :alt: Expense reports filtered by the status Posted, making the Register Payment button visible.
+
+Click the :guilabel:`Register Payment` button, and a :guilabel:`Register Payment` pop-up window
+appears. Enter the following information in the pop-up window:
+
+- :guilabel:`Journal`: Select the accounting journal the payment should be posted to, using the
+  drop-down menu. The default options are :guilabel:`Bank` or :guilabel:`Cash`.
+- :guilabel:`Payment Method`: Select how the payment is made using the drop-down menu. If
+  :guilabel:`Cash` is selected for the :guilabel:`Journal`, the only option available is
+  :guilabel:`Manual`. If :guilabel:`Bank` is selected for the :guilabel:`Journal`, the default
+  options are :guilabel:`Manual` or :guilabel:`Checks`.
+- :guilabel:`Group Payments`: When multiple expense reports are selected for the same employee, this
+  option appears. Tick the checkbox to have only one payment made, rather than issuing multiple
+  payments to the same employee.
+- :guilabel:`Payment Date`: Enter the date the payments are issued. The current date populates this
+  field, by default.
+
+.. image:: reimburse/register.png
+   :align: center
+   :alt: The Register Payment pop-up window filled out.
+
+When the fields on the pop-up window are completed, click the :guilabel:`Create Payments` button to
+register the payments, and reimburse the employees.
+
+.. _expenses/reimburse-payslip:
+
+# Report in next payslip
+
+If the  *Reimburse in Payslip* option is activated on the *Settings* page, payments can be added to
+their next payslip, instead of issued manually.
+
+> **important**:
+>    Reimbursing expenses on payslips can **only** be done individually, on an expense report with a
+   status of *Approved*. Once an expense report has a status of *Posted*, the option to reimburse in
+   the following payslip does **not** appear.
+
+Navigate to :menuselection:`Expenses app --> Expense Reports`, and click on the individual expense
+report being reimbursed on the following paycheck. Click the :guilabel:`Report in Next Payslip`
+smart button, and the expenses are added to the next payslip issued for that employee. Additionally,
+a message is logged in the chatter stating the expense is added to the following payslip.
+
+.. image:: reimburse/pay-via-payslip.png
+   :align: center
+   :alt: The Report in Next Payslip button, visible with an expense report status of Approved.
+
+The status for the expense report remains :guilabel:`Approved`. The status only changes to
+:guilabel:`Posted` (and then :guilabel:`Done`), when the paycheck is processed.
+
+.. seealso::
+   Refer to the :doc:`Payslips <../../hr/payroll/payslips>` documentation for more information about
+   processing paychecks.

package/payload/skills/odoo18-docs/references/docs/applications/finance/expenses/reinvoice_expenses.md

@@ -0,0 +1,150 @@
+---
+title: "Re-invoice expenses"
+source_url: "https://docs.odoo.sbggai.top/applications/finance/expenses/reinvoice_expenses.html"
+---
+
+===================
+# Re-invoice expenses
+
+If expenses are tracked on customer projects, they can be automatically charged back to the
+customer. This is done by :ref:`creating an expense <expenses/reinvoice-create>`, referencing the
+sales order the expense is added to, and then :ref:`creating an expense report
+<expenses/reinvoice-report>`.
+
+Next, managers :ref:`approve the expense report <expenses/reinvoice-approve>`, before the accounting
+department :ref:`posts the journal entries <expenses/reinvoice-approve>`.
+
+Finally, once the expense report is posted to a journal, the expenses appears on the specified
+:abbr:`SO (Sales Order)`. The :abbr:`SO (Sales Order)` is then :ref:`invoiced <expenses/reinvoice>`,
+thus charging the customer for the expenses.
+
+> **important**:
+>    Approving expenses, posting expenses to accounting, and reinvoicing expenses on :abbr:`SOs (Sales
+   Orders)` is **only** possible for users with the appropriate :doc:`access rights
+   <../../general/users/access_rights>`.
+
+.. seealso::
+   This document provides lower-level instructions for the creation, submission, approval, and
+   posting of expenses. For fully-detailed instructions for any of these steps, refer to the
+   following documentation:
+
+   - :doc:`Log expenses <../expenses/log_expenses>`
+   - :doc:`Expense reports <../expenses/expense_reports>`
+   - :doc:`Approving expenses <../expenses/approve_expenses>`
+   - :doc:`Posting expenses in accounting <../expenses/post_expenses>`
+
+# Setup
+
+First, specify the invoicing policy for each expense category. Navigate to :menuselection:`Expenses
+app --> Configuration --> Expense Categories`. Click on an expense category to view the expense
+category form. Under the :guilabel:`INVOICING` section, click the radio button next to the desired
+selection for :guilabel:`Re-Invoice Expenses`:
+
+- :guilabel:`No`: The expense category cannot be re-invoiced.
+- :guilabel:`At cost`: The expense category invoices expenses at the cost set on the expense
+  category form.
+- :guilabel:`Sales price`: The expense category invoices at the sales price set on the expense form.
+
+.. _expenses/reinvoice-create:
+
+# Create an expense
+
+First, when :doc:`creating a new expense <../expenses/log_expenses>`, the correct information needs
+to be entered to re-invoice the expense to a customer. Using the drop-down menu, select the
+:abbr:`SO (Sales Order)` to add the expense to in the :guilabel:`Customer to Reinvoice` field.
+
+Next, select the :guilabel:`Analytic Distribution` the expense is posted to. Multiple accounts can
+be selected, if desired.
+
+To add another :guilabel:`Analytic Distribution`, click on the line to reveal the
+:guilabel:`Analytic` pop-over window. Click :guilabel:`Add a line`, then select the desired
+:guilabel:`Analytic Distribution` from the drop-down field. If selecting more than one
+:guilabel:`Analytic Distribution`, the :guilabel:`Percentage` fields **must** be modified. By
+default, both fields are populated with `100%`. Adjust the percentages for all the fields, so the
+total of all selected accounts equals `100%`.
+
+.. example::
+   A painting company agrees to paint an office building that houses two different companies. During
+   the estimate, a meeting is held at the office location to discuss the project.
+
+   Both companies agree to pay for the travel expenses for the painting company employees. When
+   creating the expenses for the mileage and hotels, **both companies** are listed in the
+   :guilabel:`Analytic Distribution` line, for 50% each.
+
+.. _expenses/reinvoice-report:
+
+# Create an expense report
+
+After the expenses are created, the expense report must be :ref:`created <expenses/create_report>`
+and :ref:`submitted <expenses/submit>`, in the same manner as all other expenses.
+
+Once the expense report is submitted, a :icon:`fa-money` :guilabel:`Sales Orders` smart button
+appears at the top-center of both the expense report, and each individual expense record being
+reinvoiced.
+
+.. image:: reinvoice_expenses/reinvoice-expense.png
+   :align: center
+   :alt: Ensure the customer to be invoiced is called out on the expense.
+
+> **important**:
+>    Selecting the proper :abbr:`SO (Sales Order)` in the :guilabel:`Customer to Reinvoice` field is
+   **critical**, since this is how expenses are automatically invoiced after an expense report is
+   approved.
+
+   The :guilabel:`Customer to Reinvoice` field can be modified *only* until an expense report is
+   **approved**. After an expense report is approved, the :guilabel:`Customer to Reinvoice` field is
+   no longer able to be modified.
+
+.. _expenses/reinvoice-approve:
+
+# Approve and post expenses
+
+Before :doc:`approving an expense report <../expenses/approve_expenses>`, ensure the
+:guilabel:`Analytic Distribution` section is populated for every expense line.
+
+If an :guilabel:`Analytic Distribution` entry is missing, assign the correct accounts from the
+drop-down menu, then click :guilabel:`Approve`.
+
+.. image:: reinvoice_expenses/analytic-dist.png
+   :align: center
+   :alt: The expense report with all the Analytic Distribution lines populated.
+
+> **note**:
+>    The :guilabel:`Approve` button **only** appears after an expense report has been :ref:`submitted
+   <expenses/submit>`.
+
+The accounting department is typically responsible for :doc:`posting journal entries
+<../expenses/post_expenses>`. To post expenses to an accounting journal, click :guilabel:`Post
+Journal Entries`. Once an expense report is approved, it can then be posted.
+
+The :abbr:`SO (Sales Order)` is **only** updated *after* the journal entries are posted. Once the
+journal entries are posted, the expenses now appear on the referenced :abbr:`SO (Sales Order)`.
+
+.. _expenses/reinvoice:
+
+# Invoice expenses
+
+After the expense report has been approved, and the journal entries have been posted, the :abbr:`SO
+(Sales Order)` is updated, and the customer can be invoiced.
+
+Select the expense report, and click the :icon:`fa-money` :guilabel:`Sales Orders` smart button to
+open the :abbr:`SO (Sales Order)`. The expenses to be re-invoiced now appear on the :abbr:`SO (Sales
+Order)`.
+
+> **note**:
+>    More than one :abbr:`SO (Sales Order)` can be referenced on an expense report. If more than one
+   :abbr:`SO (Sales Order)` is referenced, clicking the :guilabel:`Sales Orders` smart button opens
+   a list displaying all the :abbr:`SOs (Sales Order)` associated with that expense report. Click on
+   a :abbr:`SO (Sales Order)` to open the individual :abbr:`SO (Sales Order)` details.
+
+The expenses are listed in the :abbr:`SO (Sales Order)` :guilabel:`Order Lines` tab.
+
+.. image:: reinvoice_expenses/so-details.png
+   :align: center
+   :alt: See the expenses listed on the sales order after clicking into it.
+
+Next, click :guilabel:`Create Invoice`, and a :guilabel:`Create invoices` pop-up window appears.
+Select if the invoice is a :guilabel:`Regular invoice`, a :guilabel:`Down payment (percentage)`, or
+a :guilabel:`Down payment (fixed amount)`. Then, click :guilabel:`Create Draft Invoice`. Doing so
+creates a draft invoice for the customer. Click :guilabel:`Confirm` to confirm the invoice, and the
+customer is invoiced for the expenses.