Expenses
Track employee expenses and reports in Bitrix24
免費
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評分
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安裝5072
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開發人員Bitrix24 Integrations
描述
Expenses turns Bitrix24 into the place where employees log spend, bundle receipts into reports, and route them for approval — all linked to leads, deals, contacts, or companies. Finance sees totals on the record, and timelines update automatically as people act.
Why businesses use it
Teams need a clear expense workflow tied to CRM records, with approval visibility and reliable totals for reporting.
Business value
Launch the app from a lead, deal, contact, or company, record expenses, group them into reports, and submit for approval. The app also creates timeline activities automatically.
Learn more about the app.
FAQ
Why businesses use it
Teams need a clear expense workflow tied to CRM records, with approval visibility and reliable totals for reporting.
Business value
- Faster reimbursement cycles with structured approvals
- Better margin visibility when costs sit on the same card as revenue
- Automatic timeline entries so nobody manually logs every step
- Roll-up totals via a dedicated field for at-a-glance control
- Log expenses from a deal, lead, company, or contact.
- Submit an expense report for approval.
- Review department expense reports.
- Track total expenses on a CRM record.
Launch the app from a lead, deal, contact, or company, record expenses, group them into reports, and submit for approval. The app also creates timeline activities automatically.
Learn more about the app.
FAQ
- We track expenses in spreadsheets and lose CRM context. How do we keep everything in one place?
- We need a clear approval process for expense reports. Can employees submit reports for review?
- How do we quickly see total spending for a CRM record?
版本歷程
版本 4
- Fixed known bugs and issues, substantial security update
- New feature: the total sum of accrued expenses will now be specified in a separate custom field
- New feature: timeline activities for registered expenses
27.12.2023
版本 3
The trial period was added.
Now you can attach a file to the expense.
Now currency settings from Bitrix24 account are used
Now you can attach a file to the expense.
Now currency settings from Bitrix24 account are used
30.04.2019
版本 2
Second version has 2 new locations for embedding: workgroups and tasks.
The trial period was added.
The trial period was added.
04.10.2018
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