hr_expense_payment_status/README.md

HR Expense Payment Status Override

Overview

This custom Odoo 17 module overrides the default behavior for Expense Sheets (hr.expense.sheet) that are paid by the "Company" (company_account).

Natively, Odoo automatically marks an expense sheet as Paid as soon as the journal entries are posted, regardless of whether the generated account.payment is actually reconciled with a bank statement.

This module changes that behavior:

• It tracks the generated account.payment.
• If the payment is NOT matched to a bank statement (is_matched == False), the Expense Sheet status stops at In Payment.
• Once the payment is fully reconciled with a bank statement, the Expense Sheet correctly transitions to Paid.

Dependencies

• hr_expense
• account

Usage

1. Install the module.
2. Submit and approve an expense.
3. Post the journal entries (paid by Company).
4. Verify the status updates to "In Payment".
5. Reconcile the payment with a bank statement and verify the status updates to "Paid".