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Hr Expense Advance Clearing Consolidation

hr_expense_advance_clearing_consolidation folder_open OCA/hr-expense open_in_new
Uncategorised License: AGPL-3

This module adds the possibility to consolidate open advances, creating a new advance with the sum of the residual value of all consolidated advances.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Lets accountants merge several open employee advances into one new consolidated advance equal to the sum of their remaining balances, and marks the originals as consolidated.

This module adds a way to combine several open employee advances (down payments) into a single new advance. From the expense sheets list you can select more than one advance and run the "Consolidate Open Advances" action.

Before anything happens, the module checks that: - at least two advances are selected; - all selected advances belong to the same employee; - each selected advance still has a remaining balance; - each selected advance is already paid (done); - none of them is linked to an expense report that is still open.

If any of these rules is not met, an error message explains what is wrong and nothing is created.

When the checks pass, the remaining balances are gathered, the related accounting entries are reconciled, and a new expense sheet named "Consolidated Advance" is created for the same employee. It is submitted, approved, posted and marked as paid automatically. The new advance is flagged as a consolidated advance, and a note is logged on both the new advance and each original advance so you can trace what was merged.

Only users with the accounting manager permission can run the action. The expense sheet list now shows the remaining balance of each advance, and the search filters include a "Consolidated Advance" filter to find the advances created this way.

Models and fields (1)
  • hr.expense.sheet · extends an existing modelis_consolidated_advance (Is Consolidated Advance)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.