==========
Petty Cash
==========
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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 > Configuration > Chart of accounts
#. 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 > Configuration > 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 smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/hr-expense/issues/new?body=module:%20hr_expense_petty_cash%0Aversion:%2013.0%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 <pimolnats@ecosoft.co.th>
* Saran Lim. <saranl@ecosoft.co.th>
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/13.0/hr_expense_petty_cash>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.