Expenses

The Expenses app is designed to track expenses incurred by your employees in Bitrix24. Now you can efficiently track and receive expense reports submitted by your employees, as well as provide your feedback.

You can launch the app from the following entities: leads, deals, contacts and companies. Only Expenses and Expense Reports are connected to a single entity.

Basic features

• Record/register expenses

• Aggregate expenses into reports

• Submit reports for approval

Visible Tabs

The following tabs are available to a regular user:

• Expenses

• Reports

• Report approval (see your own submitted reports)

The following tabs are available to a department supervisor:

• Expenses

• Reports

• Report approval (see submitted reports from your department)

Access to Expenses and Expense reports, created by other users

• Regular user does not see Expenses and Expense reports, created by other users

• Department supervisor sees Expenses and Expense Reports, created by his/her department employees

• Bitrix24 account administrator sees Expenses and Expense Reports, created by other users.

Important! The user must be in only one department. This version does not support the allocation of expenses and reports to several departments.

Attention! The new version of the app works as a 30-day trial on free Bitrix24 accounts. After upgrading the previous versions, you will need to authorize the application for the second time.

Wersja 3
The trial period was added.
Now you can attach a file to the expense.
Now currency settings from Bitrix24 account are used

Wersja 2
Second version has 2 new locations for embedding: workgroups and tasks.
The trial period was added.

Wersja 1
The Expenses app is designed to track expenses incurred by your employees in Bitrix24.
Important! The user must be in only one department. This version does not support the allocation of expenses and reports to several departments.

https://helpdesk.bitrix24.com/ticket.php

Complete standard installation procedure at Bitrix24 Marketplace.

No additional app settings.