An expenses management module for ERPNext.
- Frappe >= v14.0.0
- ERPNext >= v14.0.0
Do not forget to replace "[sitename]" with the name of your site in all commands.
- Go to bench directory
cd ~/frappe-bench
- Get plugin from Github
(Required only once)
bench get-app https://github.com/kid1194/erpnext_expenses
- Install plugin on your site
bench --site [sitename] install-app expenses
- Read the Usage section below
- Go to app directory
cd ~/frappe-bench/apps/expenses
- Get updates from Github
git pull
- Go to bench directory
cd ~/frappe-bench
- Update your site
bench --site [sitename] migrate
- (Optional) Restart bench
bench restart
- Go to bench directory
cd ~/frappe-bench
- Uninstall plugin from your site
bench --site [sitename] uninstall-app expenses
- (Optional) Remove plugin from bench
bench remove-app expenses
- (Optional) Restart bench
bench restart
- Expense Type
- Create the hierarchy of expense types based on your needs
- Under each type, add the expense account for each company
ℹ️ Note: The expense accounts are inherited from parents if not set
- Expense Item
- Create the expense items that reflect your expenses
- Add each expense item to the expense type that it belongs to
- Customize the expense account for each company and/or set the expense defaults (cost, quantity, etc..)
ℹ️ Note: The expense accounts are inherited from expense types if not set
- Expense
- Create a company expense and fill the cost, quantity, etc..
- The attachments can be added before or after including the expense in an expenses request
- Expenses Request
- Create a request for a company list of expenses so that it can be approved or rejected
- Expenses Entry
- Create entries based on a request or manually add company related expenses
- When submitted, all the expenses will be posted to the journal
- Expenses Settings
- Plugin update notification Settings
ℹ️ Note: Plugin update notification will be functional in the PRODUCTION stage
If you find bug in the plugin, please create a bug report and let us know about it.
The list of people who deserves more than a simple thank you.
- Monolith Online ❤❤❤ (Testing & Debugging)
- Andrew Rogers 👍 (Testing & Debugging)
This repository has been released under the MIT License.