Mobile Power — Expense Analytic Shortcuts Walkthrough

Version: 1.0 Date: March 2026 Prepared by: Advance Insight Client: Mobile Power Flow: Analytic Shortcuts on Advances & Expense Reports

Expense Analytic Shortcuts Walkthrough

Expense reports (both Advances and Expense Clearing reports) include a set of analytic shortcut fields in the header. These let you tag the entire report with analytic dimensions — Hub(s), Department, Activity, Product Type, and Week — in one place, rather than setting them line by line.

When an Expense (Clearing) report is submitted, Odoo automatically copies these header values into the Analytic Distribution field on every expense line. This saves time and ensures consistent analytics across all lines in the report.

1Open the Advance or Expense Report

Navigate to Expenses → Expense Reports and open a report, or create a new one.

2Fill in the Analytic Shortcut Fields

The analytic shortcut fields appear in the header section, just below the Advance residual amount line. Fill in as many or as few as needed:

• Hubs — select one or more hub analytic accounts (filtered to the Hub analytic plan for the current company)
• Department — select the department/function responsible for the expense
• Activity — select the activity category
• Product Type — select the product type (e.g. CU, Battery, Accessories)
• Week — select the reporting week

All fields are editable while the report is in Draft state. Once submitted, they become read-only.

The example below shows an advance with two hubs (Afikpo 1 Ebonyi and Agbado Ekiti), Department set to Operations, Activity to Hub Management, Product Type to MOPO50, and Week to W11 2026.

3Open the Linked Clearing Report

When clearing an advance, open the Expense (Clearing) report linked to the original advance. The analytic shortcut fields are pre-populated from the advance. You can adjust them before submission if needed — for example, if the actual expenses relate to a different hub than originally planned.

4Review Expense Lines Before Submission

Before submitting, the individual expense lines do not yet have analytic distribution applied. The Analytic D... column is empty on each line.

5Submit the Clearing Report

Click Submit to Manager to submit the clearing report.

At this point Odoo applies the analytic distribution logic:

1. Reads the header analytic fields (Hubs, Department, Activity, Product Type)
2. Splits 100% equally across the selected hubs (the last hub absorbs any rounding remainder)
3. Combines each hub share with the other analytic accounts into a composite key
4. Writes the resulting distribution to every expense line on the report

6Verify the Analytic Distribution on Expense Lines

After submission, the Analytic D... column on each expense line now shows the full distribution — all selected analytic dimensions are visible as tags on every line.

With two hubs selected, each line shows a 50/50 split across both hubs, combined with the Department, Activity, and Product Type.

Distribution Examples

1 hub selected:

2 hubs selected:

3 hubs selected:

Rules Summary