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[[en:Module Expense Reports]]
[[en:Module Expense Reports]]
<!-- END interlang links -->
<!-- END interlang links -->
+{{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]]