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Draft:Video Presentation (Dolibarr features) - Expense Reports: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Expense Reports (view source)
Revision as of 13:44, 21 April 2020
, 6 years agono edit summary
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|Fill in a start and end date. | |Fill in a start and end date. | ||
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| | |If you are a supervisor or administrator, you will be able to choose a user who is your subordinate, if not, user is automatically filled to yourself. | ||
|Choose the user. | |Choose the user. | ||
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|You also need to choose the user who is responsible for approving the expense report. | |You also need to choose the user who is responsible for approving the expense report. For employees, it will be automatically set to the supervisor of the user. | ||
|Choose the approval user. | |Choose the approval user. | ||
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|Show document upload. | |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. | |Once the expense report is created, click on "Validate and Submit for approval" to submit the expense report for approval. Note that an email is automatically sent to the expected approver. | ||
|Click on the button and confirm to submit for approval. | |Click on the button and confirm to submit for approval. | ||
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|Show the dashboard of the supervisor and click on the "Expense Report" which is awaiting action. | |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. | |The supervisor or administrator can now review the expense report and take appropriate action such as approval or rejection. Note that an email will be automaticaly sent to the requester to inform him of choice. | ||
|Show the expense report which was created in the previous step being approved by the supervisor or administrator. | |Show the expense report which was created in the previous step being approved by the supervisor or administrator. | ||
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