Expense Portal

Main Features

• Employee can view and create/record new Expense
• Employee can also submit the invoice/bill receipt (multiple)
• Employee can submit and reset to draft
• Employee can edit and refuse
• Fully integrated with backend

Configuration

• Make sure the employee is linked with User; check and confirm.
• Go to Employee → open profile → HR Settings tab.
• In the user field, select the User.

• Next go to Settings → Users & Companies → click on Groups (developer mode must be activated).
• Search or select the Group ['Custom Portal - Expenses Access'] and click to open.
• Add users in the order line.

• Open expense by clicking on it; default view for expenses.

• On the top right corner, click Record New Expense.
• Fill all fields and attach bill/invoice.
• Click Expense Submit. Your expense is recorded successfully.

• To edit OR submit/Update/Refuse Expense.
• Click on the action which you want it will open the below view.
• After Update pressUpdate/Submit OR Refuse.
• the Reset option will show when the expense is submitted.

• Here is the backend result.
• Open in form view.

• The Update/Submit/Refuse works like in backend
• Note: Once Approve OR Refused then its becomes readonly.

Below is the live demo video: