digital-box-agency / erpnext_expenses

An expenses management module for ERPNext.

ERPNext Expenses

An expenses management module for ERPNext.

⚠️ This plugin is in ALPHA stage so it is not PRODUCTION ready. ⚠️

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Table of Contents

• Requirements
• Setup
  • Install
  • Update
  • Uninstall
• Usage
• Issues
• Contributors
• License

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Requirements

• Frappe >= v14.0.0
• ERPNext >= v14.0.0

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Setup

⚠️ Important ⚠️

Do not forget to replace "[sitename]" with the name of your site in all commands.

Install

1. Go to bench directory

cd ~/frappe-bench

2. Get plugin from Github

(Required only once)

bench get-app https://github.com/kid1194/erpnext_expenses

3. Install plugin on your site

bench --site [sitename] install-app expenses

4. Read the Usage section below

Update

1. Go to app directory

cd ~/frappe-bench/apps/expenses

2. Get updates from Github

git pull

3. Go to bench directory

cd ~/frappe-bench

4. Update your site

bench --site [sitename] migrate

5. (Optional) Restart bench

bench restart

Uninstall

1. Go to bench directory

cd ~/frappe-bench

2. Uninstall plugin from your site

bench --site [sitename] uninstall-app expenses

3. (Optional) Remove plugin from bench

bench remove-app expenses

4. (Optional) Restart bench

bench restart

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Usage

1. Expense Type

• Create the hierarchy of expense types based on your needs
• Under each type, add the expense account for each company

ℹ️ Note: The expense accounts are inherited from parents if not set

2. Expense Item

• Create the expense items that reflect your expenses
• Add each expense item to the expense type that it belongs to
• Customize the expense account for each company and/or set the expense defaults (cost, quantity, etc..)

ℹ️ Note: The expense accounts are inherited from expense types if not set

3. Expense

• Create a company expense and fill the cost, quantity, etc..
• The attachments can be added before or after including the expense in an expenses request

4. Expenses Request

• Create a request for a company list of expenses so that it can be approved or rejected

5. Expenses Entry

• Create entries based on a request or manually add company related expenses
• When submitted, all the expenses will be posted to the journal

6. Expenses Settings

• Plugin update notification Settings

ℹ️ Note: Plugin update notification will be functional in the PRODUCTION stage

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Issues

If you find bug in the plugin, please create a bug report and let us know about it.

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Contributors

The list of people who deserves more than a simple thank you.

• Monolith Online ❤❤❤ (Testing & Debugging)
• Andrew Rogers 👍 (Testing & Debugging)

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License

This repository has been released under the MIT License.