An expenses management module for ERPNext.

⚠️ This plugin is in ALPHA stage so it is not PRODUCTION ready. ⚠️

The list of people who deserves more than a simple "Thank You".

• Requirements
• Setup
  • Install
  • Update
  • Uninstall
• Usage
• Issues
• License

• Frappe >= v13.0.0
• ERPNext >= v13.0.0

⚠️ Important ⚠️

Do not forget to replace "[sitename]" with the name of your site in all commands.

1. Go to bench directory

cd ~/frappe-bench

2. Get plugin from Github

(Required only once)

bench get-app https://github.com/kid1194/erpnext_expenses

3. Install plugin on your site

bench --site [sitename] install-app expenses

4. Read the Usage section below

1. Go to app directory

cd ~/frappe-bench/apps/expenses

2. Get updates from Github

git pull

3. Go to bench directory (Optional)

cd ~/frappe-bench

4. Update your site

bench --site [sitename] migrate

5. Restart bench

bench restart

1. Go to bench directory

cd ~/frappe-bench

2. Uninstall plugin from your site

bench --site [sitename] uninstall-app expenses

3. Remove plugin from bench cache

bench remove-app expenses

4. Restart bench

bench restart

1. Expense Type

• Create the hierarchy of expense types based on your needs
• Under each type, add the expense account for each company

ℹ️ Note: Expense accounts are inherited from parents, if not set.

ℹ️ Note: Only expense types with self and/or inherited expense accounts can be linked to expense items.

2. Expense Item

• Create the expense items that reflect your expenses
• Add each expense item to the expense type that it belongs to
• Change the expense account for each company and/or set the expense defaults (cost, quantity, etc..)

ℹ️ Note: Expense accounts are inherited from linked expense type and are not modifiable except for cost and quantity related fields.

3. Expense

• Create a company expense and fill the cost, quantity, etc..
• Attachments can be added or removed even after submit, but before adding the expense to an expenses request

4. 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

5. 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

6. Expenses Settings

• Enable the module (Enabled by default)
• 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.