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- Sales and CRM
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Expenses
Expenses
The Expenses app is designed to track expenses incurred by your employees in Bitrix24
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Değerlendirme5 / 5
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Kurulum sayısı4848
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GeliştiriciBitrix24 Integrations
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.
Learn moreIf you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.
Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.
Complete standard installation procedure at Bitrix24 Market.
No additional app settings.
Daha fazla Uygulama
No more endless hours spent on creating reports and issuing invoices - now a single app can calculate all the labor costs (time and expenses) for a project.
Data migration has never been so easy! Migrate your data in a few clicks and let the app take care of your data. Few clicks and the migration is complete. Transfer data from Trello to Bitrix24 without extra fuss. Track your migration process.The app shows stages of migration progress. Transfer the archived items.The app will transfer all items, including the archived ones.