Customer needs
Tracking and reimbursement of business expenses of employees. Implement the approval process for each particular expense report.
Requirements
- Possibility to create Expense reports about particular employee expenses which they want to reimburse.
- The expense report should include the necessary information:
a) date
b) merchant
c) amount
d) receipt photo, etc.
Each expense report can include as many claims as the employee wants to reimburse. - Before reimbursement, each report should pass through the approval process.
- The approval process should include the following participants:
a) employee
b) approver
c) supervisor - Possibility to generate Bills for approved Expense reports and track their payment statuses (Open, Partly paid, Paid)
- Receive notifications (in-app and email) about Expense reporting status changes
Solution
This extension is implementing Mileage and Expense tracking functionality in CustomBooks™.
Extension Allows users to submit, track, process, and reimburse employee expenses.
Expense Reporting can track employee out-of-pocket expenses and allow them to upload receipts, and enter details as well as mileage for reimbursement.
This extension creates a new type of documents ‘Expense report’ which is created, modified, and approved by 'Expense approval' process participants.