Expenses

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.