Map categories, taxes and people to Odoo
Map categories to your Odoo chart of accounts, tax mapping for every rate, and people to contacts — and choose vendor bill or journal entry booking.
Mapping tells RevoSpend where each expense belongs in Odoo: categories to your chart of accounts, tax mapping for each rate, and people to contacts. You do it once after connecting; RevoSpend suggests matches and you confirm them.
Before you start
- Odoo is connected and a company is chosen. See Connect Odoo.
- Mapping is done by people who can manage categories. The booking settings are set by owners and admins.
Lists from Odoo
RevoSpend reads Odoo’s Chart of accounts, Taxes, Journals and Contacts. If you’ve changed something in Odoo, click Refresh lists.
Open the mapping
Go to Settings → Integrations and open Odoo, or click Go to mapping right after connecting.
Match categories to accounts
On Categories, choose the Odoo account for each category. The account code is saved on the category, so file exports use the same code.
Match tax rates
On Tax rates, choose the Odoo tax for each rate.
Match people to contacts
On People, choose each employee’s contact in Odoo. It’s used when an employee paid and is owed the money.
Accept the suggestions
RevoSpend proposes matches. Click Accept on each one, or accept all confident suggestions at once.
How expenses are booked
Who paid decides the document RevoSpend creates in Odoo:
| Paid by | What’s created in Odoo |
|---|---|
| Employee | A vendor bill on the employee’s contact — the company owes them the money. The merchant goes in the line description. |
| Company | A journal entry from your payment account, with the merchant as the counterparty. |
For company-paid expenses, RevoSpend finds the merchant’s contact in this order: your own merchant rules, then the tax number, then the name. When no contact is found, you choose whether to Use the default contact or Create a new contact with the name and tax number from the receipt.
For an employee without a contact, choose Create a contact in the employee’s name or Use a general employee contact.
Booking settings
| Setting | Used for |
|---|---|
| Purchase journal | Vendor bills for employee-paid expenses |
| Miscellaneous journal | Journal entries for company-paid expenses |
| Payment account | The account company-paid expenses are paid from |
| Owed-to-employee account | Optional: a payable account for amounts owed to employees |
Tax is written exactly as printed on the receipt; Odoo doesn’t recalculate it. Changes to mapping and settings apply to transfers from then on.
Troubleshooting
An expense shows Missing account code. Its category isn’t mapped yet. Map the category and the expense is ready to transfer.
Employee-paid expenses are held back. The employee has no Odoo contact. Match them on People, or choose one of the options for employees without a contact.