Expense Request

ERPNext Expense Requests

Install Expense Request

bench get-app https://github.com/the-bantoo/expense_request

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About Expense Request

Expense Entry (Renamed)

ERPNext Expense Entry allows easy capture of non-item expenses without using the Journal Entry,

Doctype Setup

Expense Entry Doctype

Users
- Accounts Users - can draft
- Expense Approver - can submit

Doctype Fields - EXP-.YEAR.-#####

- Company
- Request Date (Auto: Read-only Datetime)
- Required Date (Required: Date)
- Payment To

Accounting Dimensions:
- Default Cost Center (Link)
- Default Project (Link)

Section and Table: Expense Details
- Expense Account - (Required: Link - Filtered by Expenses)
- Description - (Data)
- Amount (Required: Currency)
- Cost Center
- Project

Section: Additional Information
- Remarks (Short text)
- Approved By (Read-only)

- column break
- Payment Mode (link)
- Reference
- Reference Date

Accounts Settings (Customisation)

  • Default Mode of Payment
  • Alert Approvers (check)
  • Automatically create Journal Entries

Expense Workflow

  1. Pending
  2. Approved
  3. Rejected
  4. Cancelled

Installation

bench get-app https://github.com/the-bantoo/expense_request.git
bench --site site-name install-app expense_request

What's Next

This version - [x] Ask for community input - [x] Add to Accouting Menus, below JEs - [ ] Query Report

Later - [ ] Alert Approvers - [ ] Tax Templates - [ ] Separate Request Document - [ ] Rename App. Expense Voucher vs Expense Entry - [ ] Request addition into ERPNext Core - [ ] Wrtie tests

License

MIT

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