OdooWiki OCA HUB

Employee Advance Overdue Reminder

hr_expense_advance_overdue_reminder folder_open OCA/hr-expense open_in_new
Human Resources License: AGPL-3

This module allow company to send overdue advance reminders to the employee. it sends a reminder for an expense advance when it has past it's Due Date An overdue reminder for a employee always include all the overdue advance an amount of that employee.

The module supports a clever expense reimbursement reminder counter mechanism:

  • the reminder counter is a property of an expense advance,
  • the reminder counter of each overdue expense advance is incremented every time when you sending a reminder by email / letter.
  • in an email template, you can configure at Settings > Technical > Email > Email Templates > Name 'Advance: Overdue Reminder'

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Track overdue employee expense advances and send reminders by email or printed letter, with a counter of how many reminders were already sent.

This module helps you chase employees who have not cleared (settled) an expense advance by its due date.

  • On an expense report that is an advance, you can set a Clearing Due Date. When that date passes and money is still outstanding, the report is flagged as overdue.
  • A new menu "Employee Overdue > Overdue Reminder" lists all reminder actions; "Reports to Overdue" shows the overdue expense reports, and "Reminder Definition" (under Configuration) lets you set the clearing terms in days, how often to remind, and whether to send an email or a printed letter.
  • From an overdue expense report you can launch the reminder wizard, which groups all overdue advances of the selected employees into one reminder document.
  • Sending the reminder by email uses the template "Advance: Overdue Reminder", which lists each overdue advance with its due date, total, residual and number of past reminders. You can also print a letter instead.
  • Each time a reminder is sent, the reminder counter on the advance increases, the last reminder date is stored, and the next reminder date is scheduled. You can optionally create an activity for the employee.
  • A reminder document that was already sent cannot be deleted.

Depends on

hr_expense_advance_clearing_sequence

Required by other modules

l10n_th_gov_hr_expense

Menus it adds

Employee OverdueOverdue ReminderReports to OverdueReminder Definition
Models and fields (6)
  • hr.expense.sheet · extends an existing modelis_overdue, clearing_date_due (Clearing Due Date), reminder_next_time (Next Reminder Date), overdue_reminder_ids (Overdue Reminder Action History), overdue_reminder_counter (Reminder Count), overdue_reminder_last_date (Last Reminder Date)
  • base.reminder.mixin · new modelactivity_note (Note), letter_report, reminder_type (Reminder), create_activity, activity_summary (Summary), activity_type_id (Activity), mail_template_id
  • reminder.definition · new modelname (Description), active, company_id (Company), reminder_number (Reminder Every), clearing_terms_days (Clearing Terms)
  • mail.compose.message · extends an existing model
  • hr.advance.overdue.reminder · new modeldate, name, state, user_id, company_id, employee_id, activity_note, letter_report, reminder_type, employee_email (Email), create_activity, activity_summary, activity_type_id, activity_user_id (Assigned to), mail_template_id, expense_sheet_ids (Overdue Expense Advance Sheet), reminder_next_time, reminder_definition_id, activity_scheduled_date (Scheduled Date)
  • hr.advance.overdue.reminder.wizard · new modelcompany_id (Company), employee_ids (Employee(s)), activity_note (Note), letter_report, reminder_type, create_activity, reminder_number (Reminder Every), activity_summary (Summary), activity_type_id (Activity), mail_template_id, reminder_next_time (Next Reminder), reminder_definition_id

Text generated by AI (DeepSeek) from reading the Odoo 15.0 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/hr-expense.

terminal Installation and usage

OCA documentation · Odoo 15.0

Configuration

Source · Odoo 15.0

To configure this module, you need to:

  • Go to Expenses > Configuration > Reminder Definition.
  • Set reminder definition.
  • Specify the time period for the set due date clearing advance. This field is Terms Due Date has default 30 days and it will compute due date by today + Terms Due Date, when you Post Journal Entries on expense sheet.
  • Specify other fields (if any)

Usage

Source · Odoo 15.0

This module has the following steps to use:

  • Create an advance document and submit it to manager for approval.
  • Once approved, post the journal entries.
  • If the due date is not manually selected, it will be auto-generated from the reminder settings.
  • Register Payment.

To check for overdue and uncleared advances:

  • Go to Expenses > Expense Reports > Reports to Overdue.
  • Select an advance that needs a reminder.
  • Click on Action > Overdue Reminder.
  • Verify the information and click the "Start" button to create an overdue reminder.
  • It will generate a reminder only for the selected document.

To send a reminder to an employee:

  • Go to Expenses > Employee Overdue > Overdue Reminder
  • Select the document for which you need to send a reminder to the employee.
  • Verify the information and Send or print the reminder to the employee.

No verified information in OCA: Installation.

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.