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We still track expenses in a spreadsheet. Build us an expenses module: staff add receipts from their phone, their manager approves, and anything over $500 comes to me as well.
2 questions answered
Which expense types? · Reimburse with payroll or by bank transfer?
› Worked for 6m 18s
Expenses module is live on your sandbox
It's a separate app with its own Expense Report form, so your Accounts setup isn't touched.
- •Receipt photo required on every line
- •Over $500: manager first, then you
- •Paid reports post a Journal Entry by bank transfer
Expenses addon installed
A new addon adds an expense.report model with receipt lines and a two-step approval.
- •Meals, Travel and Mileage as expense types
- •Approve button for the employee's manager
- •Reports over $500 also go to Finance
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