User's guide /
Expense Management
/Expense requests
How to request an expense?
Open module "Expense requests" and click "Create"
Fields:
- Date of request
- Month of the event - the budget for this month will be reduced
- Name - short description of the request
- Description - long description
- File uploads
- Budgets
- Budget - a list allowing you to pick a specific budget.
- Amount - requested money
- Vehicles (or other nomenclature) - allows you to create multiple line items in one go.
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Fig. Expense Request
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Fig. Expense Request Items
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Fig. Expense Request Items with company vehicles
Approval Process
By default, the following approval process is implemented:
- Approval is requested from the Budget Owner
- Approval is requested from the direct manager
- Approval is requested from the accounting department (to verify the request)
- Approval is requested from the finance director
- Approval is requested from the managing director
* The email templates can be personalized in module "Docs" -> "Email templates".
How to approve an expense request?
Click the button located on the top bar:
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The following table will appear:
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Click the blue button to review the request:
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Approve or reject the expense request.
Restrictions
The following restrictions are implemented:
- You cannot request money from a budget with insufficient balance.
- It is not possible to request money in a single expense request from budgets of different expense types.