Supports detailed expense reports, expense type and organisation management for currency and company auto-binding

Description

Supports detailed expense reports, expense type and organisation management for currency and company auto-binding

Users part

The homepage gives you a glimpse of expense reports. It includes a live table so as to find quickly what you are looking for.

The "add an expense report" link creates a new report and redirects you on the new expense report's edit page.

You can dynamically add or remove details to the expense report without reload the page.

Once done, see the expense's property by clicking on the "save" button. Only the set property are visible.

The big button on the top invites you to see the pdf report, which you can print.

Admin part

This part is interesting for you only if you've got the admin rights. In order to enjoy all the functions of the expense report application, you may make some setup:

Expense type

The details of expense can have a type so as to have or preciser idea of what money is spent for. Expense type have to be set by admins.
Click on the "Expense type" in the app webhome description.

Here you can easily add, via the create field, and remove, in the livetable, expense type 

Organisations

Organisations can be very useful since it auto bind the company and the currency of an expense report.

First, create organisations in the "Organisations" space

Then, you can set currency and organisations of expense reports but manually only.
If you want auto-binding, you have to add an "organisations" field in you user's profile as a database list

That's all ! You can now enjoy your expense report application !

Joy !

Prerequisites & Installation Instructions

We recommend using the Extension Manager to install this extension (Make sure that the text "Installable with the Extension Manager" is displayed at the top right location on this page to know if this extension can be installed with the Extension Manager). Note that installing Extensions when being offline is currently not supported and you'd need to use some complex manual method.

You can also use the following manual method, which is useful if this extension cannot be installed with the Extension Manager or if you're using an old version of XWiki that doesn't have the Extension Manager:

1. Log in the wiki with a user having Administration rights
2. Go to the Administration page and select the Import category
3. Follow the on-screen instructions to upload the downloaded XAR
4. Click on the uploaded XAR and follow the instructions
5. You'll also need to install all dependent Extensions that are not already installed in your wiki

You'll need programming right so as to use the app, but for the first page loading only.

Release Notes

v1.2.3

v1.2.2

v1.2.1

v1.2

v1.1

• Fixes in the model of the application: amount, vat, dates are now replaced by Number and Date fields
• Added Team field and data structure
• Cleanup of unused code pages