Expense items are the basic unit component in order to keep track of project-related costs incurred by project members while traveling, using public transit on company time, or hosting clients for business related purposes.
Expenses can be managed either with or without ]po[ Workflows. They are entered into the system either as a single expense item. Both forms are available from the "Expenses" tab with the current project.
1. While in the ]project-open[ workspace enviroment click on the "Expenses" tab. This will give you access to a menu of the pre-existing expense items.
2. Below "Expense List" click on the tab for "Add one new Expense item". This will take you to the next page where you will be requested to complete the following data fields.
Package intranet-expenses-workflow provides a pre-configured workflow that lets users bundle single expenses to an expense bundle.
After installation of the package, a new button will appear in the http://[YOUR_SERVER]/intranet-expenes page
Users are now allowed to create "Expense Bundles" that may consist of one ore more expenses.
Once the expense bundle has been created, the users supervisor receives a new task in his "Workflow Home Inbox".
The supervisor of the employee as set up in http://[YOUR_SERVER]/intranet/users/view?user_id=xxxx
either approves or denies the request for reimbursement.
Only if the request for reimbursement is approved by the users supervisor, expenses are added to the "Expense" row on the projects "Financial Summary".
Several reports are available: