This is Module of “Expense Management”

Go to the Apps and install the Expenses app.

Apps → Expenses

Once you Install Expenses app and Go to Expenses 

You can either select the Expense Product OR You can create a new expense product.

Configuration → Expense Products →

Now, Create a New Expense Product by clicking on Create Button 

Enter All the details like
Product Name
Product Type
Cost
Company etc

And save this Product to use it in Expense.

Now we will see this in real scenario to create an Expense from the app. Go to Expense and Create one Expense. 

Fill the details, 

Description :- Describe details about Expense 

Product  :- Select Expense Product 

Quantity 

Paid By (You can select either Employee (to reimburse) OR Company )

We Will see both scenarios of Paid by Company and Paid By Employee One by One. 

Let’s check the scenario of Company option in Paid By.

Here once we select the Expense Product, Cost price will automatically applied to the Expense.

Now this Expense is saved and You can create expense report by clicking on Create Report 

You can Select the Manager and click on the Submit to Manager button to submit this expense report to the manager.

Once it is submitted to the Manager, Now Manager can Approve or Refuse the Expense Report. 

Once Manager will approve this Expense Report  and It will ask for Post Journal Entries to make Payment.

Employees can easily see the Expense report and its status on My Expenses Window. 

Let’s check the scenario of Employee (to reimburse) option in Paid By.

Create a New Expense by Selecting Paid By as a Employee (to reimburse)

Create Report and Submit to Manager 

Approve or Refuse it. 

Once Approved by Manager and It will ask for Post Journal Entries 

Once Click On  Register Payment button to Register Payment and this will open up with a new pop-up window.

Once We validate this and Expense will be Mark as Paid 

Employees can easily see the Expense report and its status on My Expenses Window. 

Re-invoice Customer : If the Product has an Expense Policy. It will re-invoiced on this Sales Order

Create a Expense