Module Notes de frais

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Expense Reports
Numéro/ID du module 75
Doc utilisateur du module Cette page
Doc développeur du module Module Note de frais (développeur)

Introduction

Avec ce module, les employés peuvent gérer (créer, modifier, supprimer) leurs notes de frais.

Leur superviseur peut le valider et un comptable peut les définir comme payés.

Des documents (scan des notes de frais) peuvent également être joints à chaque demande.

Installation

Ce module est livré en standard avec la distribution de Dolibarr, aussi il est déjà installé.

Configuration

Pour utiliser ce module, il vous faut d'abord l'activer. Pour cela, après s'être connecté avec un compte administrateur, aller sur la page "Accueil - Configuration - Modules".

Choisissez l'onglet dans lequel apparaît le module puis cliquez sur "Activer".

Le module est alors activé.

Si un pictogramme apparaît à la fin de la ligne du module, cliquez dessus pour accéder à la page de paramétrage spécifique à ce module.

Cycle de vie / Règles métiers

En verysmall.png Page waiting for translation. To translate, create an account, go back and clic on "Modify".
Fr verysmall.png Page en attente de traduction. Pour traduire, créez un compte, revenez et cliquez sur "Modifier".
Es verysmall.png Página a traducir. Para traducirla, cree una cuenta, vuelva a la página y haga clic en "editar".
It verysmall.png Pagina da tradurre. Per tradurla, crea un utente, torna indietro e clicca su "modifica".
Pt verysmall.png Página a aguardar por tradução. Para traduzir, crie uma conta, volte atrás e clique em "Modificar".
De verysmall.png Seite wartet auf Übersetzung. Um Übersetzung zu erstellen, richte einen Account ein, geh zurück und klicke auf "bearbeiten".

Une note de frais suit le cycle de vie suivant:


      <------------------------------------------------------------\
     /                                                             |
    /                       /---------------------->---------> E-Canceled
   /                       /                      /
A-Draft --> B-Validated/Waiting approval --> C-Approved -----> D1-Enter payment ----> D2-Payed
   |             |        \                             \
   <--------------         \                             |
   |                        ---------------> D-Denied <--|
   |                                             /       /
   <--------------------------------------------<-------/ 


  • 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 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.

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.


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