Expense Policy & Per-Diem
Enforce expense category caps, per-diem rates and receipt rules with auto-reject
Define category caps, daily per-diem rates, receipt-required thresholds and date sanity checks once. Every expense is then evaluated against your policy on submission, and out-of-policy claims are flagged, blocked or auto-rejected — built right on top of Odoo’s native HR Expense.
Key Features
Versioned policy rules
Per-category amount caps (per-expense and per-day), receipt-required-above thresholds, future/old-date limits and a global maximum — organised as ordered rule lines.
Per-diem schedule
Daily allowance per destination country and expense category, with optional first/last-day proration to match real travel.
Trip generator wizard
A wizard generates the correct per-diem expense lines for a trip date range automatically — no manual day-by-day entry.
Automatic evaluation on submit
Each expense gets a compliance status — compliant, warning or violation — plus a human-readable list of exactly which rules it breaches.
Configurable enforcement
Choose warn-only, block submission, or auto-refuse the expense and notify the employee — per policy.
Violation log & dashboard
A policy-violation log and manager view grouped by employee, category and rule show exactly where the leakage is.
Screenshots
Perdiem Rates
Generate Perdiem
Expense Policies
Policy Violations
Why Choose This Module
Native HR Expense has no policy engine — caps and per-diems live in spreadsheets and goodwill. This adds real, enforceable rules, automatic per-diem generation and a violation audit trail, with no external service and no lock-in.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: hr_expense
- Support: support@pokutsoft.com
Update date: 2026-07-02