EventR Expense Guide: Difference between revisions
No edit summary |
No edit summary |
||
| (9 intermediate revisions by 3 users not shown) | |||
| Line 2: | Line 2: | ||
| name = Expenses | | name = Expenses | ||
| image = ExpenseFeature.jpg | | image = ExpenseFeature.jpg | ||
| version = | | version = 3.0.0 | ||
| | | tier = Plus, Standard, Premium and Enterprise | ||
}} | }} | ||
| Line 21: | Line 19: | ||
==== 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 ==== | ||
| Line 73: | Line 67: | ||
| 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;" | | ||
| Line 80: | Line 73: | ||
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]] | ||
|} | |} | ||
| Line 89: | Line 82: | ||
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]] | |||