This module introduces the following features:
- Adds the Operating Unit (OU) to the Expense.
- Security rules are defined to ensure that users can only see the Expense of that Operating Units in which they are allowed access to.
- Adds Operating Unit (OU) to the account moves while generating accounting entries from the expense.
auto_awesome What this module does
AI-generated from the code · Odoo 15.0Adds an Operating Unit to employee expenses and expense sheets, so each expense can be tagged to a business unit. Users only see expenses belonging to the operating units they are allowed to access.
This module links employee expenses to Operating Units (internal business units used to separate accounting and reporting).
- On an expense (
hr.expense) and on an expense sheet (hr.expense.sheet) a new "Operating Unit" field is added, shown on the form, list and search views for users who have the multi operating unit group. The field defaults to the user's default operating unit and only allows units of the same company. - In the expense sheet, changing the Operating Unit automatically copies it to all expense lines in that sheet.
- Business rules prevent mistakes: an expense and its sheet must have the same operating unit, and the operating unit must belong to the same company as the expense. Submitting expenses with different operating units, or with none, is blocked with an error message.
- When accounting entries are generated from an expense, the operating unit is carried over to the journal entry, so accounting stays aligned with the business unit.
- Security rules restrict visibility: users can only read expenses and expense sheets whose operating unit is one of their allowed operating units (or has none).
- A search filter lets users group expenses and expense sheets by Operating Unit.
Depends on
Required by other modules
Models and fields (3)
- hr.expense · extends an existing modeloperating_unit_id (Operating Unit)
- hr.expense.sheet · extends an existing modeloperating_unit_id (Operating Unit)
- account.payment.register · extends an existing model
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: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/operating-unit.
terminal Installation and usage
OCA documentation · Odoo 15.0Usage
Source · Odoo 15.0To use this module create the Operating Unit or use a created one:
- Once you have an OU, make sure you assign it to the desired User.
- Create the expense with the OU.
- The selectable OU are filtered by the users OU's.
No verified information in OCA: Installation, Configuration.
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.
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.