Tutorial 2 - EN - Expense Reports with Dolibarr ERP CRM
Channel: Dolibarr ERP & CRM - Tutorials, Conferences...
Date: 2020-06-07

Manage Expense Reports in Dolibarr ERP CRM - English version

Dolibarr's Expense Reports module is a useful HRM tool for capturing employee and project expenses. Expense reports have a start and end date, under which multiple bills or expenses can be filed. Since you can add several lines or expense entries in the same expense report, you can only make only 1 expense report per week or month.

Once the expense report is created, it can be submitted for approval and enters an approval workflow. Expense reports awaiting approval will be waiting for action in the appropriate supervisor or administrator's Dolibarr dashboard. The supervisor or administrator can review the expense report and take appropriate action such as approval or rejection.

Expense reports can be reviewed based on the status of each report such as Draft, Validated, Approved, Paid, Canceled, and Refused.

Introduction: (0:00)
Prerequisites: (0:13)
Creating an Expense Report: (0:44)
Approval Workflow: (2:54)
Viewing Expense Reports and Statistics: (3:44)
Conclusion: (4:27)

#dolibarr #erp #crm #expense #accounting