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https://github.com/kid1194/erpnext_expenses

An expenses management module for ERPNext.
https://github.com/kid1194/erpnext_expenses

erpnext erpnext-application erpnext-customization expenses frappe frappe-erpnext frappe-framework

Last synced: about 2 months ago
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An expenses management module for ERPNext.

Host: GitHub
URL: https://github.com/kid1194/erpnext_expenses
Owner: kid1194
License: mit
Created: 2022-10-18T13:34:23.000Z (about 2 years ago)
Default Branch: main
Last Pushed: 2024-07-20T21:28:29.000Z (5 months ago)
Last Synced: 2024-08-02T06:19:19.782Z (5 months ago)
Topics: erpnext, erpnext-application, erpnext-customization, expenses, frappe, frappe-erpnext, frappe-framework
Language: Python
Homepage:
Size: 517 KB
Stars: 19
Watchers: 5
Forks: 29
Open Issues: 2
Metadata Files:
- Readme: README.md
- License: LICENSE

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awesome-frappe - Expenses - An expenses management module for ERPNext. (Uncategorized / Uncategorized)

README

        # ERPNext Expenses

![v1.0.0-Alpha5](https://img.shields.io/badge/v1.0.0_Alpha5-2024/07/21-blue?style=plastic)

An expenses management module for ERPNext.

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

---

### Contributors

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

- [![Monolith Online](https://img.shields.io/badge/Monolith_Online-Debug_%7C_Test-red?style=plastic)](https://github.com/monolithon)

- [![Andrew Rogers](https://img.shields.io/badge/Andrew_Rogers-Debug_%7C_Test-blue?style=plastic)](https://github.com/agrogers)

- [![Washaqq](https://img.shields.io/badge/Washaqq-Debug_%7C_Test-orange?style=plastic)](https://github.com/washaqq)

- [![Codi](https://img.shields.io/badge/Codi-Debug_%7C_Test-green?style=plastic)](https://github.com/hassan-youssef)

- [![Ian Kahare](https://img.shields.io/badge/Ian_Kahare-Debug_%7C_Test-yellow?style=plastic)](https://github.com/iakah)

---

### Table of Contents

- [Requirements](#requirements)

- [Setup](#setup)

  - [Install](#install)

  - [Update](#update)

  - [Uninstall](#uninstall)

- [Usage](#usage)

- [Issues](#issues)

- [License](#license)

---

### Requirements

- [Frappe](https://github.com/frappe/frappe) >= v13.0.0

- [ERPNext](https://github.com/frappe/erpnext) >= v13.0.0

---

### 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](#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

```

---

### 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*

---

### Issues

If you find bug in the plugin, please create a [bug report](https://github.com/kid1194/erpnext_expenses/issues/new?assignees=&labels=&template=bug_report.md&title=) and let us know about it.

---

### License

This repository has been released under the [MIT License](https://github.com/kid1194/erpnext_expenses/blob/main/LICENSE).