Expenses
Add new functions and features to your Bitrix24 account. Install the ready apps from the Marketplace.
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.
https://helpdesk.bitrix24.com/open/13487404
Version 3
The trial period was added.
Now you can attach a file to the expense.
Now currency settings from Bitrix24 account are used
Version 2
Second version has 2 new locations for embedding: workgroups and tasks.
The trial period was added.
Version 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.
Complete standard installation procedure at Bitrix24 Market.
No additional app settings.