Expenses
新增新功能和特色到您的 Bitrix24 帳戶。從市集安裝現成的應用程式。
The Expenses app is designed to track expenses incurred by your employees in Bitrix24. Now you can efficiently track and receive expense reports submitted by your employees, as well as provide your feedback.
You can launch the app from the following entities: leads, deals, contacts and companies. Only Expenses and Expense Reports are connected to a single entity.
Basic features
- Record/register expenses
- Aggregate expenses into reports
- Submit reports for approval
- Viewing total expenses' value in a dedicated custom field
- Automatic creation of timeline activities
Visible Tabs
The following tabs are available to a regular user:
- Expenses
- Reports
- Report approval (see your own submitted reports)
The following tabs are available to a department supervisor:
- Expenses
- Reports
- Report approval (see submitted reports from your department)
Access to Expenses and Expense reports, created by other users
- Regular user does not see Expenses and Expense reports, created by other users
- Department supervisor sees Expenses and Expense Reports, created by his/her department employees
- Bitrix24 account administrator sees Expenses and Expense Reports, created by other users.
Important! The user must be in only one department. This version does not support the allocation of expenses and reports to several departments.
Learn more
版本 4
- Fixed known bugs and issues, substantial security update
- New feature: the total sum of accrued expenses will now be specified in a separate custom field
- New feature: timeline activities for registered expenses
版本 3
The trial period was added.
Now you can attach a file to the expense.
Now currency settings from Bitrix24 account are used
版本 2
Second version has 2 new locations for embedding: workgroups and tasks.
The trial period was added.
版本 1
The Expenses app is designed to track expenses incurred by your employees in Bitrix24.
Important! The user must be in only one department. This version does not support the allocation of expenses and reports to several departments.
If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.
Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.
Complete standard installation procedure at Bitrix24 Market.
No additional app settings.