An expenses management module for ERPNext.
The list of people who deserves more than a simple "Thank You".
Do not forget to replace "[sitename]" with the name of your site in all commands.
- Go to bench directory
cd ~/frappe-bench
- Get plugin from Github
bench get-app https://github.com/kid1194/erpnext_expenses
- Build plugin
bench build --app expenses
- Install plugin on your site
bench --site [sitename] install-app expenses
- Restart bench to clear cache
bench restart
- Read the Usage section below
- Go to app directory
cd ~/frappe-bench/apps/expenses
- Get updates from Github
git pull
- Go to bench directory (Optional)
cd ~/frappe-bench
- Build plugin
bench build --app expenses
- Update your site
bench --site [sitename] migrate
- Restart bench to clear cache
bench restart
- Go to bench directory
cd ~/frappe-bench
- Uninstall plugin from your site
bench --site [sitename] uninstall-app expenses
- Remove plugin from bench cache
bench remove-app expenses
- Restart bench to clear cache
bench restart
- Expense Type
- Create the hierarchy of expense types based on your needs
- Add an expense account for each company so it gets inherited by all new expense items
ℹ️ Note: Expense accounts are inherited from parents.
- Expense Item
- Create the expense items that reflect your expenses
- Add each expense item to the expense type that it belongs to
- Add an expense account for each company and/or set the expense defaults (cost, quantity, etc..)
- Modify the expense defaults (cost, quantity, etc..) of the inherited expense accounts, if exist
ℹ️ Note: Expense accounts will be inherited from linked expense type and they are not modifiable except for cost and quantity related fields.
- Expense
- Create a company expense and select the expense item
- Fill the cost, quantity, etc.. if not fixed for the expense item
- Attachments can be added or removed even after submit, but before adding the expense to an expenses request
- Expenses Request
- Create a request for a company list of expenses so that it can be approved or rejected
- When requests are rejected, the linked expenses will be automatically rejected & cancelled
- Rejected requests can be appealed and after appealing, the status of linked expenses will be automatically restored and set as Requested
- Expenses Entry
- Create entries based on a request or manually add company related expenses
- After submit, all the expenses will be posted to the journal
- Expenses Settings
- Enable the module (Enabled by default)
- Modify the expense settings
- Modify the update notification settings
- Check for update manually
ℹ️ Note: Module update functionality will only be enabled in the PRODUCTION stage
If you find bug in the plugin, please create a bug report and let us know about it.
This repository has been released under the MIT License.