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Expense Tracking Modes: Difference between revisions

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Expense tracking modes are used to select how you would like to use Expense tracking in EventR.
Expense tracking modes are used to select how you would like to use [[EventR Expense Guide|Expense tracking]] in EventR.


There are currently 3 tracking modes, they are as follows:
There are currently 3 tracking modes, they are as follows:
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{| style="width:100%;"
{| style="width:100%;"
| style="width:60%; vertical-align:top;" |
| style="width:60%; vertical-align:top;" |
* '''Disabled:''' Expenses are disabled for the organisation.
* '''Personal''': Expenses are managed exclusively within the EventR Team App on a by user basis.
* '''Approval''': Provides full access to the expense approval process within the ECH.
* '''Approval''': Provides full access to the expense approval process within the ECH.
* '''Personal''': Expenses are managed exclusively within the EventR Team App on a by user basis.
 
* '''Disabled:''' Expenses are disabled for the organisation.
 


| style="width:40%; vertical-align:top; text-align:right;" |
| style="width:40%; vertical-align:top; text-align:right;" |
[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|470x470px]]
[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|470x470px]]
|-
| style="vertical-align: top;" |Personal Mode
| style="text-align: right; vertical-align: top;" |[[File:Expense personal mode.png|alt=Expense personal mode|center|thumb|367x367px|Expense list page image displaying Personal mode Tracking Mode ]]
|-
| style="vertical-align: top;" |Approval Mode
| style="text-align: right; vertical-align: top;" |[[File:Expense approval.png|center|thumb|598x598px|Expense list page image showing various expenses States on the app for Approval Mode]]
|}
|}

Latest revision as of 12:23, 15 July 2026

Expense tracking modes are used to select how you would like to use Expense tracking in EventR.

There are currently 3 tracking modes, they are as follows:

  • Disabled: Expenses are disabled for the organisation.
  • Personal: Expenses are managed exclusively within the EventR Team App on a by user basis.
  • Approval: Provides full access to the expense approval process within the ECH.


Expense Tracking Mode options in organisation settings
Personal Mode
Expense personal mode
Expense list page image displaying Personal mode Tracking Mode
Approval Mode
Expense list page image showing various expenses States on the app for Approval Mode