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|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr. | |Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use Expense reports in Dolibarr. | ||
|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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|'''Prerequisites''' | |||
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|Activate the module Expense Report from menu Home - Setup - Modules | |||
Grant permission on the modules for your users. For this, you can watch the video "Users, Groups and Permissions" | |||
|Go on menu Home - Setup - Modules, scroll to Expense Report module and show you can switch on/off the module. | |||
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| colspan="2" |'''Title Slide: Creating an Expense Report''' | |||
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|Expense reports are available under the HRM menu and are a key tool for capturing project expenses. | |Expense reports are available under the HRM menu and are a key tool for capturing project expenses. | ||
|Click on the HRM menu. Click on the "Expense Reports" menu to show the dashboard view of the same. | |Click on the HRM menu. Click on the "Expense Reports" menu to show the dashboard view of the same. | ||
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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. | |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. | ||