EventR Expense Guide: Difference between revisions
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{{Infobox | {{Infobox Feature | ||
| | | name = Expenses | ||
| | | image = ExpenseFeature.jpg | ||
| | | version = 3.0.0 | ||
| | | tier = Plus, Standard, Premium and Enterprise | ||
}} | }} | ||
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==== 1. [[Expense tracking modes|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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| style="width:40%; vertical-align:top;" | | | style="width:40%; vertical-align:top;" | | ||
[[File:EXPENSE 3.jpg|thumb|250px|Expense list page]] | [[File:EXPENSE 3.jpg|thumb|250px|Expense list page]] | ||
|- | |- | ||
| 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]] | |||