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FI Managing Project Expenses

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Expenses can be managed either with or without ]po[ Workflows. They are entered into the system either as a single expense item: 


Enter expenses

... or using this form in 'batch' mode.

Multiple Expense Items


Both forms are available from the "Expenses" tab with the current project.

Workflow based Expenses Management

Package intranet-expenses-workflow provides a preconfigured workflow that lets users bundle single expenses to an expense bundle.

Petri Net WF Expense Approval

After installation of the package, a new button will appear in the htt.//[YOUR_SERVER]/intranet-expenes page


Expense Bundle button

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".

Wf Home Inbox Expenses


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.

 Approve Expense

 Only if the request for reimbursement is approved by the users supervisor, expenses are added to the "Expense" row on the projects "Financial Summary".

 Financial Summary 

Reporting

Several reports are available:

Expense Reimbursement Report

Expense Reimbursement Report





 

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Categories: User Tutorials (Contents)

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