Draft:Video Presentation (Dolibarr features) - Expense Reports

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Story board for Module Expense Report:

Video Title: Expense Reports in Dolibarr

Voice Over	Visuals in the Video
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 (Do NOT show the YouTube channel and Social media accounts like for exit sequence)
Prerequisites
Activate the module Expense Report from menu Home - Setup - Modules	Go on menu Home - Setup - Modules, scroll to Expense Report module and show you can switch on/off the module.
Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"	Open the record of the current user, tab Permissions and show the list of permissions for the Expense reports module.
Title Slide: Creating an Expense Report
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.
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.	Click on the menu item.
Provide a start date and end date for the expense report.	Fill in a start and end date.
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.
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.
You can use the notes fields to capture any additional information, public or private.	Fill in information into the notes fields.
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".
You can upload documents such as scanned bills or receipts.	Show document upload (upload an image file of a restaurant note for example).
Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month. 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.
Title Slide: Approval Workflow
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.
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.
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.
Title Slide: Viewing Expense Reports and Statistics
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.
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.
There is a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add your own custom fields to describe your expense reports and you will be able to export your expense report database.
Thank you for watching this video tutorial. 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).

Storyboard in French

SNO	English Text	Translation in the French Language
1	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.	Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser les notes de frais dans Dolibarr.
2	Prerequisites	Pré-requis
3	Activate the module Expense Report from menu Home -> Setup -> Modules	Activez le module Note de frais à partir du menu Accueil -> Configuration -> Modules
4	Grant permission on the modules for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions"	Autorisez vos utilisateurs à utiliser le module. Pour des informations plus détaillées sur la manière de configurer les autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".
5	Creating an Expense Report	Création d'une note de frais
6	Expense reports are available under the HRM menu and are a key tool for capturing project expenses.	Les notes de frais sont disponibles dans le menu GRH et constituent un outil essentiel pour saisir les dépenses des projets.
7	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.	Les notes de frais peuvent être créées en cliquant sur le menu "Nouveau". L'option de menu est disponible à condition que l'utilisateur ait la permission appropriée pour créer des notes de frais.
8	Provide a start date and end date for the expense report.	Indiquez une date de début et une date de fin pour la note de frais.
9	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.	Si vous êtes un chef d'équipe ou un administrateur, vous pourrez choisir un utilisateur qui est votre subordonné, sinon, l'utilisateur sera automatiquement renseigné pour vous-même.
10	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.	Vous devez également choisir l'utilisateur qui est responsable de l'approbation de la note de frais. Pour les employés, il sera automatiquement attribué au supérieur hierarchique de l'utilisateur.
11	You can use the notes fields to capture any additional information, public or private.	Vous pouvez utiliser les champs de notes pour saisir toute information supplémentaire, publique ou privée.
12	Once created, you can add actual expenses to the report. Choose a date and the project which is to be billed.	Une fois créée, vous pouvez ajouter les dépenses réelles à la note de frais. Choisissez une date et éventuellement le projet sur lequel imputer les frais.
13	Choose type, enter a description and enter the amount. Choose the quantity and click on "Add".	Choisissez le type, saisissez une description et entrez le montant. Choisissez la quantité et cliquez sur "Ajouter".
14	You can upload documents such as scanned bills or receipts.	Vous pouvez téléverser des documents tels que des factures ou des reçus scannés.
15	Note that you can add several lines in the same expense report, so you can make only 1 expense report per week or month.	Notez que vous pouvez ajouter plusieurs lignes dans la même note de frais, de sorte que vous ne pouvez faire qu'une seule note de frais globale par semaine ou par mois.
16	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 approver.	Une fois la note de frais créée, cliquez sur "Valider et soumettre pour approbation" pour soumettre la note de frais pour approbation. Notez qu'un courriel est automatiquement envoyé à l'approbateur.
17	Approval Workflow	Processus d'approbation
18	Expense reports thus created and submitted for approval will be waiting for action in the appropriate supervisor or administrator's dashboard.	Les notes de frais ainsi créées et soumises pour approbation seront en attente d'action dans le tableau de bord du supérieur ou de l'administrateur concerné.
19	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 automatically sent to the requester to inform him of choice.	Le supérieur ou l'administrateur peut maintenant examiner la note de frais et prendre les mesures appropriées, telles que l'approbation ou le rejet. Notez qu'un courriel sera automatiquement envoyé au demandeur pour l'informer du choix.
20	Users can also modify expense reports.	Les utilisateurs peuvent également modifier les notes de frais.
21	To create a new expense report based on an existing one, use the clone option.	Pour créer une nouvelle note de frais à partir d'une note de frais existante, utilisez l'option de clonage.
22	Viewing Expense Reports and Statistics	Visualisation des notes de frais et des statistiques
23	Use the appropriate menus to view the list of expense reports.	Utilisez les menus appropriés pour consulter la liste des notes de frais.
24	Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled and Refused.	Les notes de frais peuvent être examinées en fonction de l'état de chaque note, par exemple : brouillon, validé, approuvé, payé, annulé et refusé.
25	Statistics gives a graphical birds-eye view of all the expense reports.	Les statistiques donnent une vue d'ensemble graphique de toutes les notes de frais.
26	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.	Remplissez les filtres requis si vous recherchez des notes de frais spécifiques. Vous pouvez consultez les statistiques sous forme de tableau ou de graphique.
27	There is also a lot of other features that can be enabled from the setup. Also, like most Dolibarr modules, you can add you own custom fields to describe your expense reports and you will be able to export your expense report database.	De nombreuses autres fonctionnalités peuvent être activées à partir de la configuration. Ainsi, comme dans la plupart des modules de Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés pour décrire vos notes de frais et vous pourrez exporter votre base de données de notes de frais.
28	Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Merci d'avoir regarder ce tutoriel vidéo. Visitez le site www.dolibarr.org pour en savoir plus.