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Module Notes de frais: Difference between revisions
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[[en:Module Expense Reports]] | [[en:Module Expense Reports]] | ||
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{{TemplateDocUser}} | |||
{{TemplateModEN}} | |||
{{BasculeDevUserEn| | |||
name=Expense Reports| | |||
num=75| | |||
devdoc=[[Module Note de frais (developeur)]]| | |||
userdoc=Cette page|}} | |||
{{ToTranslate}} | |||
=Introduction= | |||
With this module, employees can manage (create, edit, delete) their expense reports. | |||
Their supervisor can validate it and a book keeper can set them as paid. | |||
Documents (scan of expense reports) can also be attached to each demand. | |||
=Installation= | |||
{{NoInstallModuleEn}} | |||
=Configuration= | |||
{{ActivationModuleEn}} | |||
=Life cycle / Business rules= | |||
An expense report follow the following life cycle: | |||
<pre> | |||
<------------------------------------------------------------\ | |||
/ | | |||
/ /---------------------->---------> E-Canceled | |||
/ / / | |||
A-Draft --> B-Validated/Waiting approval --> C-Approved -----> D1-Enter payment ----> D2-Payed | |||
| | \ \ | |||
<-------------- \ | | |||
| ---------------> D-Denied <--| | |||
| / / | |||
<--------------------------------------------<-------/ | |||
</pre> | |||
*A) Draft status means the expense report does not exists yet. Edition is not yet finished. | |||
*B) Status validated means also "waiting for approval". When you validate an expense report, an email is sent to the supervisor. | |||
*C) A supervisor with permission "Approve expense reports" can approve the expense report. | |||
*D) A user with permission "Set Payed" can classify the expense report to *Payed*. | |||
*E) The author of expense report can cancel it if status is not yet payed. He can then send it back to draft if he want to resubmit it later. | |||
=Create an expense report= | |||
Creation of an invoice need to go on card of a third party, on tab "Customer" (this require your third party has customer nature). | |||
If [[Module Workflow En|Module Workflow]] and [[Module Commercial Proposals]] enabled, you can also have a draft customer orders automatically created once a proposal is closed (You must set this into setup of [[Module Workflow En|Module Workflow]]. | |||
=Validate an expense report= | |||
To validate an expense report, go on its card (you can find order from menu '''HR - Expense report - List'''). | |||
Then click on button *Validate and submit for approval*. An email will be sent to supervisor of user (or another user if expense report creator ask a validation by another approver). | |||
=Modify an expense report= | |||
To modify an expense report, go on its card (you can find order from menu '''HR - Expense report - List'''). | |||
You can edit it if expense report has draft status. If not click on action button '''Back to draft'''. | |||
=Approve/Deny an expense report= | |||
To approve or deny an expense report, go on its card (you can find order from menu '''HR - Expense report - List'''). | |||
Note that user need permission *Approve/Deny expense report* to be able to approve or deny an expense report. | |||
=Pay an expense report= | |||
Only users with permission "Pay expense reports" can enter payment on an invoice (required only if [[Module Banks and Cash]] is enabled) and set an expense report to status "Payed". | |||
If module bank is enabled, to enter a payment, go on its card (you can find order from menu '''HR - Expense report - List''') and choose *Enter payment*. If module bank is not enabled, entering a payment is not requested. | |||
To set an expense report to "Payed", go on its card (you can find order from menu '''HR - Expense report - List'''), then click on *Set as payed* | |||
=Delete an expense report= | |||
To delete an expense report, go on its card (you can find order from menu '''HR - Expense report - List''' . | |||
You need permission *Delete expense reports* for this. Usually, few people has this permission since deleting is not useful compared to cancel/deny status. | |||
Then click on action button '''Delete'''. | |||
Warning, a deleted expense report is definitively removed with no way to restore it. | |||
[[Category:Liste_des_Modules]] | [[Category:Liste_des_Modules]] | ||