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

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ERPNext Expenses

An expenses management module for ERPNext.

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

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Contributors

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

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Table of Contents

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

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Requirements

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

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Setup

⚠️ Important ⚠️

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

Install

1. Go to bench directory

cd ~/frappe-bench

2. Get plugin from Github

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

3. Build plugin

bench build --app expenses

4. Install plugin on your site

bench --site [sitename] install-app expenses

5. Restart bench to clear cache

bench restart

6. Read the Usage section below

Update

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. Build plugin

bench build --app expenses

5. Update your site

bench --site [sitename] migrate

5. Restart bench to clear cache

bench restart

Uninstall

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 to clear cache

bench restart

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Usage

1. 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.

2. 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.

3. 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

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 expense settings
   • Modify the update notification settings
   • Check for update manually

ℹ️ Note: Module update functionality will only be enabled in the PRODUCTION stage

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Issues

If you find bug in the plugin, please create a bug report and let us know about it.

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License

This repository has been released under the MIT License.