EventR Expense Guide: Difference between revisions

(71 intermediate revisions by 5 users not shown)

Line 1:

~~The app supports 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 within the app.~~

{{Infobox Feature

| name = Expenses

| image = ExpenseFeature.jpg

| version = 3.0.0

| tier = Plus, Standard, Premium and Enterprise

}}

~~To access~~ and ~~use~~ the ~~expense functionality~~, ~~the following requirements must be met:~~

== 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.

~~# '''Premium or Enterprise Access''' You must be an Premium or Enterprise user. This feature~~ is ~~not available for other tiers~~.

== Accessing Expenses ==

~~# '''Expense Tracking Enabled'''~~ The ~~admin setting '''“Enable~~ expense tracking ~~for users in the EventR App”''' must be turned on for your organisation.~~

Gaining access to Expenses in EventR is controlled through a combination of organisation settings, your subscription tier, and assigned permissions. The available functionality depends on how expense tracking is configured and what level of access the user has.

~~# '''Permissions Granted''' You must have~~ the ~~'''“Add Expenses”''' permission assigned to your~~ user ~~role~~.

To access and use expense functionality, the following conditions must be met:

==== 1. [[Expense tracking modes|Expense tracking mode]] ====

'''~~Manage Expenses from Eventr Team App''~~'

The mode must be set to 'Personal' or 'Approval'.

{| style="width:80%; margin:auto;"

==== 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 ====

Access to expense features also depends on the user’s subscription tier:

{| class="wikitable"

|-

! User tier

! Personal

! Approval

|-

| Team

| style="text-align:center;" | ❌

|-

| Plus

| style="text-align:center;" | ✔

| style="text-align:center;" | ❌

|-

| Standard

| style="text-align:center;" | ✔

| style="text-align:center;" | ❌

|-

| Premium

| style="text-align:center;" | ✔

|-

| Enterprise

| style="text-align:center;" | ✔

|}

== Expenses in [[EventR Team Guide|EventR Team App]] ==

{| style="width:100%; margin:auto;"

|-

| style="width:60%; vertical-align:top;" |

Line 21:

Line 63:

|-

| style="width:60%; vertical-align:top;" |

This takes you to a page ~~where you can see~~ a list ~~view~~ of your expenses. From here you can add using the plus button in the bottom right, or edit/delete existing expenses by ~~clicking on~~ them.

This takes you to a page displaying a list of your expenses. From here, you can add a new expense using the plus button in the bottom right corner, or view, edit, or delete existing expenses by selecting them from the list.

| style="width:40%; vertical-align:top;" |

[[File:EXPENSE 3.jpg|thumb|250px|Expense list page]]

|}

~~'''Manage Expenses on the ECH'''~~

~~{| style="width:80%; margin:auto;"~~

|-

| style="width:60%; vertical-align:top;" |

~~To view existing expenses for you organisation you need~~ to ~~navigate to "Users" section and then press~~ the ~~"User Expenses" tab. Here you can see all expenses for~~ the ~~currently selected itinerary~~.

When an expense is submitted with an image, it is processed by [[EventR AI]] to automatically extract relevant details. Once this process is complete, the AI Bobbin will appear on the expense card in the list view.

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:60%; vertical-align:top;" |

~~This takes you to a~~ page ~~where you can see a list view of your expenses~~. ~~From here you can add using the plus button in the bottom right, or edit/delete existing expenses by clicking on them~~.

~~| style="width:40%; vertical-align:top;" |~~

~~[[File:EXPENSE 3.jpg|thumb|250px|Expense list page]]~~

|}

== Expenses in [[EventR Enterprise Coordinator Hub Guide|ECH]] ==

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]]

[[Category:3.4.1]]

[[Category:3.5.0]]

@@ Line 1: / Line 1: @@
-The app supports 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 within the app.
+{{Infobox Feature
+ | name = Expenses
+ | image = ExpenseFeature.jpg
+ | version = 3.0.0
+ | tier = Plus, Standard, Premium and Enterprise
+}}
-To access and use the expense functionality, the following requirements must be met:
+== 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.
-# '''Premium or Enterprise Access'''  You must be an Premium or Enterprise user. This feature is not available for other tiers.
+== Accessing Expenses ==
-# '''Expense Tracking Enabled'''  The admin setting '''“Enable expense tracking for users in the EventR App”''' must be turned on for your organisation.
+Gaining access to Expenses in EventR is controlled through a combination of organisation settings, your subscription tier, and assigned permissions. The available functionality depends on how expense tracking is configured and what level of access the user has.
-# '''Permissions Granted'''  You must have the '''“Add Expenses”''' permission assigned to your user role.
+To access and use expense functionality, the following conditions must be met:
+==== 1. [[Expense tracking modes|Expense tracking mode]] ====
-'''Manage Expenses from Eventr Team App'''
+The mode must be set to 'Personal' or 'Approval'.
-{| style="width:80%; margin:auto;"
+==== 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 ====
+Access to expense features also depends on the user’s subscription tier:
+{| class="wikitable"
+|-
+! User tier
+! Personal
+! Approval
+|-
+| Team
+| style="text-align:center;" | ❌
+| style="text-align:center;" | ❌
+|-
+| Plus
+| style="text-align:center;" | ✔
+| style="text-align:center;" | ❌
+|-
+| Standard
+| style="text-align:center;" | ✔
+| style="text-align:center;" | ❌
+|-
+| Premium
+| style="text-align:center;" | ✔
+| style="text-align:center;" | ✔
+|-
+| Enterprise
+| style="text-align:center;" | ✔
+| style="text-align:center;" | ✔
+|}
+== Expenses in [[EventR Team Guide|EventR Team App]] ==
+{| style="width:100%; margin:auto;"
 |-
 | style="width:60%; vertical-align:top;" |
@@ Line 21: / Line 63: @@
 |-
 | style="width:60%; vertical-align:top;" |
-This takes you to a page where you can see a list view of your expenses. From here you can add using the plus button in the bottom right, or edit/delete existing expenses by clicking on them.
+This takes you to a page displaying a list of your expenses. From here, you can add a new expense using the plus button in the bottom right corner, or view, edit, or delete existing expenses by selecting them from the list.
 | style="width:40%; vertical-align:top;" |
 [[File:EXPENSE 3.jpg|thumb|250px|Expense list page]]
-|}
-'''Manage Expenses on the ECH'''
-{| style="width:80%; margin:auto;"
 |-
 | style="width:60%; vertical-align:top;" |
-To view existing expenses for you organisation you need to navigate to "Users" section and then press the "User Expenses" tab. Here you can see all expenses for the currently selected itinerary.
+When an expense is submitted with an image, it is processed by [[EventR AI]] to automatically extract relevant details. Once this process is complete, the AI Bobbin will appear on the expense card in the list view.
-| style="width:40%; vertical-align:top;" |[[File:EXPENSES 4.png|thumb|448x448px|Expense icon on home page]]
+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: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]]
-| style="width:60%; vertical-align:top;" |
-This takes you to a page where you can see a list view of your expenses. From here you can add using the plus button in the bottom right, or edit/delete existing expenses by clicking on them.
-| style="width:40%; vertical-align:top;" |
-[[File:EXPENSE 3.jpg|thumb|250px|Expense list page]]
 |}
+== Expenses in [[EventR Enterprise Coordinator Hub Guide|ECH]] ==
+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]]
+[[Category:3.4.1]]
+[[Category:3.5.0]]