Draft:Video Presentation (Dolibarr features) - Expense Reports: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Expense Reports (view source)

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|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.
|Animate the video title with special effects. Below it, the Dolibarr logo appears along with the url www.dolibarr.org. Show the YouTube channel and Social media accounts with icons at the bottom.
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|Expense reports are available under the HRM menu and are a key tool for capturing project expenses.
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|Click on the HRM menu. Show the list views of the expense reports by clicking on the menus.
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| colspan="2" |'''Title Slide: Creating an Expense Report'''
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|Expense reports can be created by clicking on the "New" menu. The menu option is available as long as the user has the appropriate permission to create expense reports.
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|Click on the menu item.
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|Provide a start date and end date for the expense report.
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|Fill in a start and end date.
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|Choose the user for whom the expense report is being filed. If you are a supervisor or administrator, you will be able to choose a user who is your subordinate.
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|Choose the user.
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|You also need to choose the user who is responsible for approving the expense report.
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|Choose the approval user.
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|You can use the notes fields to capture any additional information, public or private.
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|Fill in information into the notes fields.
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|Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed. Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".
|Add an entry and click "Add".
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|You can upload documents such as scanned bills or receipts.
|Show document upload.
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|Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval.
|Click on the button and confirm to submit for approval.
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| colspan="2" |'''Title Slide: Approval Workflow'''
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|Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.
|Show the dashboard of the supervisor and click on the "Expense Report" which is awaiting action.
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|The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection.
|Show the expense report which was created in the previous step being approved by the supervisor or administrator.
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|Users can also modify expense reports. To create a new expense report based on an existing one, use the clone option.
|Show the modify and clone buttons.
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| colspan="2" |'''Title Slide: Viewing Expense Reports and Statistics'''
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|Use the appropriate menus to view the list of expense reports. Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.
|Show the list views of expense reports.
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|Statistics gives a graphical birds eye view of all the expense reports. Fill in the required filters if you are looking for specific expense reports. You can view the statistics in a tabular as well as graphical format.
|Show the search fields filled in and the statistics being shown.
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| colspan="2" |'''Title Slide: Permissions for Expense Reports'''
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|Here are the full list of permissions pertaining to the expense reports module. You can configure access control for expense reports just like configuring permissions for any other Dolibarr module.
|Show the list of permissions for the Expense reports module.
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|Thank you for watching this video tutorial about the "Expense Reports" module. Visit www.dolibarr.org to learn more.
|The Dolibarr logo appears at the center of the screen along with the url www.dolibarr.org. Show the YouTube channel and other social media accounts with icons at the bottom (facebook, twitter and github).
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Pradeepv
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