As far as I know, ERPNext does not have a specific module for handling and tracking Expenses expect the Expense Claim in the HRM module.
Because of that a plugin called ERPNext Expense Requests / Expense Entry was created but it has not been updated for a long time.
For the same reason and based on that plugin, I thought of recreating the plugin to serve the same purpose but in a more broader way and it will be great if later ERPNext agreed to include it in their release.
So in this post I would like to know the usefulness of such plugin for you and I also would like to discuss every part of it to determine the needs that such plugin must serve and to receive suggestions from you.
This doctype is the heart of the module, it stores the expenses of a company and the expenses entries will be inserted into the Journal Entry doctype.
It can be used to record expenses based on an Expense Request or not and to mark the expenses as advanced if they are.
Each entry will remain as draft until submitted then it will be recorded as a Journal Entry.
If you choose (No) in the previous pool, then there is no need for you to continue.
This doctype is similar to Item doctype in ERPNext but for storing expenses (both general and specifics) like Travel and Traveling Ticket.
It also stores the Account that the expense will be recorded against, default expense amount & currency and can specify whether the amount is fixed or changeable on request.
Such doctype exists in Odoo so I thought that it can exist in the Expenses module to add control over the things that the employee can create an Expnse Request for.
This doctype stores the requests of single or multiple expenses.
The employee create a request to notify the management of the exepenses that must be made and whether it is project related or not.
Employees can only read/write personal requests and the request created will remain as draft until submitted.
The Expense Approver users will be able to Approve, Reject or Cancel the employees requests and when a request is approved, an Expense Entry is immediately created for this request.
- Yes, record multiple expenses and treated as one when Approve or Reject
- Yes, record multiple expenses and treated separately when Approve or Reject
- Yes and only record a single expense
This doctype stores types of Expense Item like Travel as parent and Plane Ticket & Hotel Room as children. It is also used to create types total expenses report and chart.
That’s all that I have in mind for the Expenses module and I hope that I was able to explain the idea perfectly.
Your suggestions and comments will be appreciated.
Last Update: 02/10/2022