EventR Expense Guide: Difference between revisions
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{{Infobox Feature | |||
| name = Expenses | |||
| image = ExpenseFeature.jpg | |||
| version = 3.0.0 | |||
| tier = Plus, Standard, Premium and Enterprise | |||
}} | |||
== Overview == | |||
EventR provides functionality for recording and managing expenses across the EventR ecosystem. We support two types of expenses: '''Distance''' and '''Standard'''. Distance expenses are used to record travel, allowing you to track journeys made by car, van, bicycle, or other modes of transport. Standard expenses cover all other types of spending. Together, these options provide a simple and flexible way for users to record and manage their expenses. | EventR provides functionality for recording and managing expenses across the EventR ecosystem. We support two types of expenses: '''Distance''' and '''Standard'''. Distance expenses are used to record travel, allowing you to track journeys made by car, van, bicycle, or other modes of transport. Standard expenses cover all other types of spending. Together, these options provide a simple and flexible way for users to record and manage their expenses. | ||
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To access and use expense functionality, the following conditions must be met: | To access and use expense functionality, the following conditions must be met: | ||
==== 1. Expense tracking mode ==== | ==== 1. [[Expense tracking modes|Expense tracking mode]] ==== | ||
The mode must be set to 'Personal' or 'Approval'. | The mode must be set to 'Personal' or 'Approval'. | ||
==== 2. User Permissions ==== | ==== 2. User Permissions ==== | ||
The user must be assigned the '''“Add Expenses”''' permission within their role. This can be found inside the admin section on the permissions tab. | |||
==== 3. Subscription Tier Access ==== | ==== 3. Subscription Tier Access ==== | ||
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|} | |} | ||
== Expenses in [[EventR Team App]] == | == Expenses in [[EventR Team Guide|EventR Team App]] == | ||
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[[File:EXPENSE 3.jpg|thumb|250px|Expense list page]] | [[File:EXPENSE 3.jpg|thumb|250px|Expense list page]] | ||
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| style="width:60%; vertical-align:top;" | | | style="width:60%; vertical-align:top;" | | ||
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Selecting the expense from the list will take you to the edit page, where the AI-generated information is displayed. You’ll then have the option to update the expense using these suggested details. | Selecting the expense from the list will take you to the edit page, where the AI-generated information is displayed. You’ll then have the option to update the expense using these suggested details. | ||
| style="width:40%; vertical-align:top;" |[[File:EXPENSE 5.jpg|thumb|250x250px|Expense card with AI Bobbin]][[File:EXPENSE 6.jpg|thumb|516x516px|AI Expense Review]] | | style="width:40%; vertical-align:top;" |[[File:Edit Expense.png|thumb|543x543px|Expense list page]][[File:EXPENSE 5.jpg|thumb|250x250px|Expense card with AI Bobbin]][[File:EXPENSE 6.jpg|thumb|516x516px|AI Expense Review]] | ||
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To view existing expense submissions for your organisation, navigate to the [[ECH User Screen]] and select the [[EventR Enterprise Coordinator User Expenses tab|User Expenses tab]]. Here, you’ll see a table displaying all expenses for the currently selected itinerary. From this view, you can update the status of each expense, allowing you to approve or reject submissions as needed. | To view existing expense submissions for your organisation, navigate to the [[ECH User Screen]] and select the [[EventR Enterprise Coordinator User Expenses tab|User Expenses tab]]. Here, you’ll see a table displaying all expenses for the currently selected itinerary. From this view, you can update the status of each expense, allowing you to approve or reject submissions as needed. | ||
[[File:EXPENSES 4.png|thumb|945x945px]] | [[File:EXPENSES 4.png|thumb|945x945px]] | ||
[[Category:3.4.1]] | |||
[[Category:3.5.0]] | |||