EventR Expense Guide: Difference between revisions

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== Overview ==

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.

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

==== 1. ~~Organisation Settings~~ ====

==== 1. Expense tracking mode ====

* The Expense Tracking mode in the organisation settings must be set to 'Personal' or 'Approval:

{| style="width:100%;"

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

| style="width:60%; vertical-align:top;" |This can be found in the organisation settings on the ECH and has the following options:

~~==== Expense Tracking Modes ====~~

* '''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.

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

[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|~~300x300px~~]]

[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|470x470px]]

|}

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

==== 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.

* The user must be assigned the '''“Add Expenses”''' permission within their role.

[[File:Add Expense Permission.png|thumb|477x477px|Add Expense permission on permissions tab]]

==== 3. Subscription Tier Access ====

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-== Overview ==
+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.
@@ Line 8: / Line 9: @@
 To access and use expense functionality, the following conditions must be met:
-==== 1. Organisation Settings ====
+==== 1. Expense tracking mode ====
-* The Expense Tracking mode in the organisation settings must be set to 'Personal' or 'Approval:
 {| style="width:100%;"
-| style="width:60%; vertical-align:top;" |
+| style="width:60%; vertical-align:top;" |This can be found in the organisation settings on the ECH and has the following options:
-==== Expense Tracking Modes ====
 * '''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.
@@ Line 20: / Line 18: @@
 | style="width:40%; vertical-align:top; text-align:right;" |
-[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|300x300px]]
+[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|470x470px]]
 |}
+The mode must be set to 'Personal' or 'Approval'.
 ==== 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.
-* The user must be assigned the '''“Add Expenses”''' permission within their role.
+[[File:Add Expense Permission.png|thumb|477x477px|Add Expense permission on permissions tab]]
 ==== 3. Subscription Tier Access ====