KPI Cockpit - Expenses
Approvals, reimbursements and spend at a glance.
A ready-made expense board for the KPI Cockpit: expenses waiting for approval, expenses to reimburse, what was spent and approved in the period, and the spend by category, department and employee. The amount waiting for approval also appears on the HR Overview board. A click on a figure opens the expenses behind it. The module installs itself next to the HR cockpit and Expenses.
The help for this module is findable — for people and for AI
A help page ships with the module, in German and English. Full-text search finds it from inside Odoo.
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People search
to reimburse
Expense board
To reimburse: approved expenses paid by employees that are not paid back yet.
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AI asks
eq.helper.doc.get_capability_card(
"eq_kpi_cockpit_hr_expense") The module card lists the shipped boards, their source models and how each figure is defined, so an assistant knows what a figure means before it answers.
What do we still owe employees?
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Full-text search and the module card are provided by the module Help Docs (eq_helper). This module ships the content — no extra configuration.
Features
What waits for approval
The board shows the amount and the number of submitted expenses and a worklist that starts with the oldest expense date. The same amount appears as a tile on the HR Overview board.
- Worklist with employee, description, category, date, amount and status
- The figures follow each user's own access rights and record rules
Reimbursement
To reimburse is the sum of the approved expenses that employees paid themselves and that are not paid back yet. A chart shows what the employees and what the company paid in the period.
- Amounts in the company currency
- Odoo 19 has no expense reports any more, so every figure works on single expenses
Spent and approved in the period
Expenses in the period, approved in the period and refused expenses, each against the previous period, plus the expenses per month over twelve months.
- Approved in the period uses the approval date
- Odoo stores no refusal date, so refused expenses are counted by expense date
By category, department and employee
Charts split the spend by status, category and department. A ranking lists the employees with amount, number of expenses, average expense, amount to approve and refused expenses.
- Refused expenses are left out of the period figure, the trend and the splits by category and department
- The split by status includes all statuses
Frequently Asked Questions
Which Odoo editions are supported?
The module runs on Odoo Community and Odoo Enterprise, version 19.0 — self-hosted or on Odoo.sh. Odoo Online, the hosted SaaS edition, does not accept apps from the store, so no third-party module can run there.
Which boards are included?
One, with 13 widgets: Expenses. It also adds the tile "Expenses to approve" to the board HR Overview of the module KPI Cockpit - Employees. In a German interface the boards are called "Spesen" and "Personal im Überblick".
What are the dependencies?
Requires the module eq_kpi_cockpit_hr (KPI Cockpit - Employees) and the Odoo module hr_expense (Expenses). Odoo installs them automatically; this module installs itself as soon as all are present. It needs no Python package.
Who sees the boards?
Users of the KPI Cockpit who belong to the group "Expenses / Team Approver" or a group above it. The figures follow each user's own access rights and record rules.
Are expense reports included?
No. Odoo 19 has no expense reports any more; every figure works on single expenses. Amounts are shown in the company currency.
What does "To reimburse" mean?
Approved expenses that employees paid themselves and that are not paid back yet.
Why does "Refused" use the expense date?
Odoo stores no refusal date, so refused expenses are counted by expense date. "Approved in the period" uses the approval date.
Can I change the boards?
Yes, with the group "KPI Cockpit / Administrator" under KPI Cockpit → Configuration. The boards are loaded once, so your changes are kept when the module is updated.
What is the technical name?
eq_kpi_cockpit_hr_expense.
Will it work after an Odoo update within the same major version?
Yes, within 19.0.x. Major version upgrades are delivered as a new module version.
Do you provide support?
Yes. Contact support@equitania.de or the support portal https://support.equitania.de.
Support · Kontakt
We are happy to support you · Wir unterstützen Sie gerne.
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75173 Pforzheim
Deutschland · Germany
Telefon: +49 7231 16 604 0
Telefax: +49 7231 16 604 200
Homepage: www.ownerp.com
Support: support.equitania.de
E-Mail: support@equitania.de
EN · All information on this page is provided for product description purposes only and is not legally binding. It constitutes neither a guarantee of quality nor an assurance of any particular scope of functions, fitness for a particular purpose or specific results; only the contractual agreements and the scope of delivery of the version actually installed are authoritative. Screenshots show example configurations. This description was written with AI assistance and was reviewed and approved before publication; the German version prevails.