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Bitrix24Care

Expenses app

The Expenses app allows your managers to record and report the expenses they had to burn through to close the deals. Leads, contacts, and companies apply also.

Installing the app

Find the app in the Market section of your Bitrix24 account:
Click Install:
After you read and accept the Terms and Conditions, click install once more:
Finish the installation process:
When on this screen, it means the app is now successfully installed:

You're good to go 🙂

To access the app:
  1. Open any of your leads, deals, contacts, or companies
  2. Navigate to the slider timeline activities pane:
The three tabs in the app represent its main capabilities:
  • Expenses - keep records of the occurred expenses
  • Reports - save sets of expenses
  • Reports approval - for approving and disclaiming of the reports by a department supervisor

Expenses

To add an expense, click New Expense: Enter the details and attach a file (e.g., receipt) if necessary:
Amount and Date are the only mandatory fields for adding expenses.
To view a detailed page of an expense, click on it from the list view:

Reports

Reports help consolidate sets of expenses and send them for approval as one set.
To save or submit a report, select one or a few expenses: Reports link to particular CRM entities: different entities = different expenses.

Reports Approval

Department supervisors have an option to review and approve or disclaim the submitted reports:

Access permissions

  1. Regular users see their expenses and reports only
  2. Department supervisors see their own and their subordinates’ reports and expenses
  3. Administrators see all of them
Users can only be a member of one department for the app to work correctly.
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