What the Agent Configures
Expense Categories
| Category | Account | Policy |
|---|---|---|
| Air Travel | Travel Expenses | Pre-approval for > $500, receipt required |
| Hotel | Travel Expenses | Max $200/night, receipt required |
| Ground Transport | Travel Expenses | Taxi/Uber receipt, mileage for personal car |
| Meals - Client | Entertainment | Max $75/person, itemized receipt |
| Meals - Team | Meals | Max $25/person, receipt for > $50 |
| Office Supplies | Office Expenses | No pre-approval < $100 |
| Software/Subscriptions | IT Expenses | IT manager approval required |
| Training/Conference | Professional Dev | Annual budget per employee |
| Mileage | Travel Expenses | IRS rate, log required |
| Per Diem | Travel Expenses | Fixed daily rate by destination |
Approval Workflow
- Expenses < $200 → manager auto-approved
- Expenses $200-$1,000 → manager approval
- Expenses > $1,000 → manager → finance
- International travel → manager → finance → CEO
Per Diem Rules
- Domestic travel: $75/day
- International travel: varies by destination
- Meal deduction for provided meals
- Automatic calculation from travel dates
Accounting Integration
- Expense reports post to correct GL accounts per category
- Reimbursement creates payable entry to employee
- Company credit card expenses reconcile automatically
- Tax deduction tracking per expense type
Getting Started
Deploy Odoo with Expenses on DeployMonkey. Available in Community. Define your expense policy — the AI agent creates categories, approval workflows, and accounting mappings.