费用报销模块 - Revision history

ShengGang: /* 相关视频 */

2023-07-31T08:06:21Z

ShengGang: ShengGang moved page 费用报销 to 费用报销模块

2023-07-31T07:51:52Z

ShengGang moved page 费用报销 to 费用报销模块

← Older revision

Revision as of 07:51, 31 July 2023

PolyglotBot: Adding interlang links (links to translated versions of this page in other languages) triggered by origin English page "Module_Expense_Reports" update.

2023-07-31T07:33:46Z

Adding interlang links (links to translated versions of this page in other languages) triggered by origin English page "Module_Expense_Reports" update.

← Older revision		Revision as of 07:33, 31 July 2023
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			<!-- BEGIN interlang links -->
			<!-- Do NOT edit this section
			Links below are automatically managed by PolyglotBot
			You can edit links on the English source page : Module_Expense_Reports -->
			[[en:Module_Expense_Reports]]
			[[fr:Module Notes de frais]]
			<!-- END interlang links -->

	{{Template用户手册}}		{{Template用户手册}}
	{{TemplateModZH}}		{{TemplateModZH}}

ShengGang: /* Approve/Deny an expense report */

2023-07-31T03:46:08Z

Approve/Deny an expense report

← Older revision		Revision as of 03:46, 31 July 2023
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	如果费用报销单处于草稿状态，则可以对其进行编辑。如果不在草稿状态，请单击按钮 '''返回草稿'''。		如果费用报销单处于草稿状态，则可以对其进行编辑。如果不在草稿状态，请单击按钮 '''返回草稿'''。

	=~~Approve~~/~~Deny an expense report~~=		=批准/拒绝费用报销单=
	~~To approve or deny an expense report, go on its card (you can find order from menu~~ '''HR - ~~Expense report~~ - ~~List~~''').		若要批准或拒绝一个费用报销单，请访问其表单视图（可以从菜单 '''人事管理 - 费用报销 - 列表''' 中找到报销单）。
	~~Note that user need permission Approve/Deny expense report to be able to approve or deny an expense report.~~

	~~=Pay an expense report=~~		请注意，用户需要拥有批准/拒绝支出报表的权限才能批准或拒绝费用报销单。

	~~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".~~		=费用报销单的支付=

	~~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.~~		只有拥有 “支付费用报销单” 权限的用户才能在发票上输入付款（仅当启用了 [[Module Banks and Cash\|银行与现金模块]] 时才需要），并将费用报销单设置为“已支付”状态。

	~~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~~		如果启用了银行模块，要输入付款，请先转到其表单视图上（可以从菜单 '''人事管理 - 费用报销 - 列表''' 中找到报销单），然后选择输入付款。如果未启用银行模块，则不要求输入付款。

	~~=Delete an expense report=~~		要将费用报销单设置为“已支付”，请转到其表单视图上（可以从菜单 '''人事管理 - 费用报表 - 列表''' 中找到报销单），然后单击设置为已支付。
	~~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~~'''.		=删除费用报销单=
			要删除一个费用报销单，请先转到其表单视图上（可以从菜单 '''人事管理 - 费用报销 - 列表''' 中找到报销单）。

	~~Warning, a deleted expense report is definitively removed with no way to restore it.~~		为此，您需要拥有删除费用报销单权限。通常，很少有人拥有此权限，因为与取消/拒绝相比，删除不常用。

	=~~Related videos~~=		然后单击 '''删除''' 按钮。

			警告，已删除的费用报销单是被物理删除了，无法还原它。

			=相关视频=
	<youtube width="280">oNQhPaykkvY</youtube>		<youtube width="280">oNQhPaykkvY</youtube>
	[[Category:HRM]]		[[Category:HRM]]

ShengGang: /* 创建费用报销单 */

2023-07-31T03:16:28Z

创建费用报销单

← Older revision		Revision as of 03:16, 31 July 2023
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	*A) “草稿”状态表示费用报销单尚不存在。其正式版本尚未完成。		*A) “草稿”状态表示费用报销单尚不存在。其正式版本尚未完成。

	*B) ~~“已确认”状态也意味着“等待批准”。当您确认费用报销单时，将向主管发送电子邮件。~~		*B) “已验证”状态也意味着“等待批准”。当您确认费用报销单时，将向主管发送电子邮件。

	*C) 具有“审核费用报销单”权限的主管可以审核费用报销单。		*C) 具有“审核费用报销单”权限的主管可以审核费用报销单。
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	=创建费用报销单=		=创建费用报销单=
	~~创建发票需要在第三方的表单视图中、在“客户”选项卡上（这要求您的第三方性质是客户）。~~		创建费用报销单使用菜单：'''人事管理 - 费用报销 - 新建'''。

	如果启用了 [[Module Workflow En\|工作流模块]] 和 [[Module Commercial Proposals\|商业提案模块]] ，您还可以在关闭商业提案书后自动创建客户订单的草稿（必须在 [[Module Workflow En\|工作流模块]] 中配置)。		创建报销单需要选择一个审批人。

	=~~Validate an expense report~~=		=验证费用报销单=
	~~To validate an expense report, go on its card (you can find order from menu~~ '''HR - ~~Expense report~~ - ~~List~~''').		若要验证费用报销单，请访问其表单视图（可以从菜单 '''人事管理 - 费用报销 - 列表''' 中找到报销单）。

	~~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).~~		然后单击按钮验证并提交以供批准。一封电子邮件将发送给用户的主管（或其他由费用报销单创建者选择的审批人）。

	=~~Modify an expense report~~=		=变更费用报销单=
	~~To modify an expense report, go on its card (you can find order from menu~~ '''HR - ~~Expense report~~ - ~~List~~''').		若要变更费用报销单，请访问其表单视图（可以从菜单 '''人事管理 - 费用报销 - 列表''' 中找到报销单）。

	~~You can edit it if expense report has draft status. If not click on action button~~ '''~~Back to draft~~'''.		如果费用报销单处于草稿状态，则可以对其进行编辑。如果不在草稿状态，请单击按钮 '''返回草稿'''。

	=Approve/Deny an expense report=		=Approve/Deny an expense report=

ShengGang: /* Create an expense report */

2023-07-07T02:42:20Z

Create an expense report

← Older revision		Revision as of 02:42, 7 July 2023
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	*E) 如果尚未进入“已支付"状态，费用报销单的作者可以取消它。然后，如果他想稍后重新提交，他可以将其发送回"草稿"状态。		*E) 如果尚未进入“已支付"状态，费用报销单的作者可以取消它。然后，如果他想稍后重新提交，他可以将其发送回"草稿"状态。

	=~~Create an expense report~~=		=创建费用报销单=
	~~Creation of an invoice need to go on card of a third party, on tab "Customer" (this require your third party has customer nature).~~		创建发票需要在第三方的表单视图中、在“客户”选项卡上（这要求您的第三方性质是客户）。

	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~~]].		如果启用了 [[Module Workflow En\|工作流模块]] 和 [[Module Commercial Proposals\|商业提案模块]] ，您还可以在关闭商业提案书后自动创建客户订单的草稿（必须在 [[Module Workflow En\|工作流模块]] 中配置)。

	=Validate an expense report=		=Validate an expense report=

ShengGang: /* Introduction */

2023-07-07T02:32:10Z

Introduction

← Older revision		Revision as of 02:32, 7 July 2023
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	userdoc=本页\|}}		userdoc=本页\|}}

	=~~Introduction~~=		=简介=
	~~With this module, employees can manage (create, edit, delete) their expense reports.~~		通过此模块，员工可以管理（创建、编辑、删除）他们的费用报销。

	~~Their supervisor can validate it and a book keeper can set them as paid.~~		他们的主管可以审批它，簿记员可以将他们设置为已付。

	~~Documents (scan of expense reports) can also be attached to each demand.~~		文档（费用报表扫描件）也可以附加到每个需求。

	=~~Installation~~=		=安装=
	{{~~NoInstallModuleEn~~}}		{{NoInstallModuleZh}}

	=~~Configuration~~=		=配置=
	{{~~ActivationModuleEn~~}}		{{ActivationModuleZh}}

	=~~Life cycle~~ / ~~Business rules~~=		=生命周期 / 业务规则=
	~~An expense report follow the following life cycle:~~		费用报销单遵循以下生命周期：

	<pre>		<pre>
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	*A) ~~Draft status means the expense report does not exists yet. Edition is not yet finished.~~		*A) “草稿”状态表示费用报销单尚不存在。其正式版本尚未完成。

	*B) ~~Status validated means also "waiting for approval". When you validate an expense report, an email is sent to the supervisor.~~		*B) “已确认”状态也意味着“等待批准”。当您确认费用报销单时，将向主管发送电子邮件。

	*C) ~~A supervisor with permission "Approve expense reports" can approve the expense report.~~		*C) 具有“审核费用报销单”权限的主管可以审核费用报销单。

	D) ~~A user with permission "Set Payed" can classify the expense report to~~ ~~Payed~~*.		D) 具有“设置已付款”权限的用户可以将费用报销单归入已支付* 类别。

	*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.~~		*E) 如果尚未进入“已支付"状态，费用报销单的作者可以取消它。然后，如果他想稍后重新提交，他可以将其发送回"草稿"状态。

	=Create an expense report=		=Create an expense report=

ShengGang: 初始化

2023-07-07T02:03:29Z

初始化

New page

{{Template用户手册}}
{{TemplateModZH}}
{{模块模板|
name=Expense Reports|
num=75|
devdoc=[[Module Expense Reports (developer)]]|
userdoc=本页|}}

=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.

=Related videos=
<youtube width="280">oNQhPaykkvY</youtube>
[[Category:HRM]]

← Older revision		Revision as of 08:06, 31 July 2023
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	=相关视频=		=相关视频=
	<youtube width="280">oNQhPaykkvY</youtube>		<youtube width="280">oNQhPaykkvY</youtube>
	[[Category:~~HRM~~]]		[[Category:标准模块列表]]
			[[Category:人力资源管理]]