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https://github.com/the-bantoo/expense_request
ERPNext Expense Requests
https://github.com/the-bantoo/expense_request
Last synced: 2 months ago
JSON representation
ERPNext Expense Requests
- Host: GitHub
- URL: https://github.com/the-bantoo/expense_request
- Owner: the-bantoo
- License: other
- Created: 2020-10-20T17:51:17.000Z (about 4 years ago)
- Default Branch: main
- Last Pushed: 2024-02-23T17:58:40.000Z (9 months ago)
- Last Synced: 2024-05-15T20:07:02.958Z (6 months ago)
- Language: Python
- Size: 43.9 KB
- Stars: 22
- Watchers: 6
- Forks: 36
- Open Issues: 4
-
Metadata Files:
- Readme: README.md
- License: license.txt
Awesome Lists containing this project
- awesome-frappe - Expense Entry - Expense Entry for easy capture of non-item expenses without using the Journal Entry. (Uncategorized / Uncategorized)
README
## 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