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+{{ExamplesCaseEn+|name=UCCU01: +|situation=
−|actions=
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<!-- BEGIN origin interlang links -->
+<!-- You can edit this section but do NOT remove these comments
+ Links below will be automatically replicated on translated pages by PolyglotBot -->
+[[fr:Module Notes de frais]]
+[[zh:费用报销]]
+<!-- END interlang links -->
{{TemplateDocUser}}
{{TemplateDocUser}}
{{TemplateModEN}}
{{TemplateModEN}}
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userdoc=This page|}}
userdoc=This page|}}
−= Introduction =
+=Introduction=
−With this module, employees can report (create, edit, delete) expense reports. Their supervisor can validate it and a book keeper can set them as paid.
+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.
Documents (scan of expense reports) can also be attached to each demand.
−= Installation =
+=Installation=
{{NoInstallModuleEn}}
{{NoInstallModuleEn}}
−= Configuration =
+=Configuration=
{{ActivationModuleEn}}
{{ActivationModuleEn}}
−= Life cycle / Business rules =
+=Life cycle / Business rules=
An expense report follow the following life cycle:
An expense report follow the following life cycle:
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−* A) Draft status means the expense report does not exists yet. Edition is not yet finished.
+*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.
+*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.
+*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*.
+*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.
+*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=
=Create an expense report=
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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]].
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=
+=Validate an expense report=
To validate an expense report, go on its card (you can find order from menu '''HR - Expense report - List''').
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).
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=
+=Modify an expense report=
To modify an expense report, go on its card (you can find order from menu '''HR - Expense report - List''').
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'''.
You can edit it if expense report has draft status. If not click on action button '''Back to draft'''.
−= Pay an expense report=
+=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".
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".
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Warning, a deleted expense report is definitively removed with no way to restore it.
Warning, a deleted expense report is definitively removed with no way to restore it.
−= Examples of use cases =
+=Related videos=
−<youtube width="280">oNQhPaykkvY</youtube>
−[[Category:HRM]]
−