12
12
expenses to the employee. The receipts encountered most frequently are:
14
14
.. i18n: * car travel, reimbursed per unit of distance (mile or kilometer),
16
* subsistence expenses, reimbursed based on the bill,
18
16
.. i18n: * subsistence expenses, reimbursed based on the bill,
20
* other purchases, such as stationery and books, destined for the company but carried out by the
23
18
.. i18n: * other purchases, such as stationery and books, destined for the company but carried out by the
21
* car travel, reimbursed per unit of distance (mile or kilometer),
23
* subsistence expenses, reimbursed based on the bill,
26
25
* other purchases, such as stationery and books, destined for the company but carried out by the
33
32
---------------------
35
34
.. i18n: .. figure:: images/service_expense_workflow.png
37
.. i18n: :align: center
39
*Process for dealing with expense reimbursements*
41
.. i18n: *Process for dealing with expense reimbursements*
36
.. i18n: :align: center
38
.. i18n: *Process for dealing with expense reimbursements*
40
.. figure:: images/service_expense_workflow.png
43
44
*Process for dealing with expense reimbursements*
127
128
reimbursement of travel expenses by car at 0.25 per kilometer:
129
130
.. i18n: * :guilabel:`Product` : \ ``Car travel``\ ,
131
* :guilabel:`Unit of measure` : \ ``km``\ ,
133
132
.. i18n: * :guilabel:`Unit of measure` : \ ``km``\ ,
135
* :guilabel:`Standard Cost` : \ ``0.25``\ ,
137
134
.. i18n: * :guilabel:`Standard Cost` : \ ``0.25``\ ,
139
* :guilabel:`Sale price` : \ ``0.30``\ ,
141
136
.. i18n: * :guilabel:`Sale price` : \ ``0.30``\ ,
143
* :guilabel:`Type of product` : \ ``Service``\ .
145
138
.. i18n: * :guilabel:`Type of product` : \ ``Service``\ .
140
* :guilabel:`Product` : \ ``Car travel``\ ,
142
* :guilabel:`Unit of measure` : \ ``km``\ ,
144
* :guilabel:`Standard Cost` : \ ``0.25``\ ,
146
* :guilabel:`Sale price` : \ ``0.30``\ ,
147
148
* :guilabel:`Type of product` : \ ``Service``\ .
149
150
.. i18n: The employee keeps her expenses sheet in the \ ``Draft``\ state while completing it throughout the
163
164
waiting validation`.
165
166
.. i18n: .. tip:: Role Management
168
.. i18n: You must assign the role :guilabel:`Human Resources – Expenses` to a user to enable that user to approve
169
.. i18n: these expenses.
170
.. i18n: You'd generally assign this role only to those people responsible for projects or departments.
172
.. i18n: You can also assign the role :guilabel:`Human Resources – Invoicing Expenses` to users responsible for
173
.. i18n: creating invoices.
174
.. i18n: These roles may overlap (so the same person who approves your accounting group's expenses may also
175
.. i18n: be responsible for creating invoices).
177
.. i18n: To find out more about the management of roles look at :ref:`ch-config`.
179
.. tip:: Role Management
167
181
You must assign the role :guilabel:`Human Resources – Expenses` to a user to enable that user to approve
169
183
You'd generally assign this role only to those people responsible for projects or departments.
171
.. i18n: You must assign the role :guilabel:`Human Resources – Expenses` to a user to enable that user to approve
172
.. i18n: these expenses.
173
.. i18n: You'd generally assign this role only to those people responsible for projects or departments.
175
185
You can also assign the role :guilabel:`Human Resources – Invoicing Expenses` to users responsible for
176
186
creating invoices.
177
187
These roles may overlap (so the same person who approves your accounting group's expenses may also
178
188
be responsible for creating invoices).
180
.. i18n: You can also assign the role :guilabel:`Human Resources – Invoicing Expenses` to users responsible for
181
.. i18n: creating invoices.
182
.. i18n: These roles may overlap (so the same person who approves your accounting group's expenses may also
183
.. i18n: be responsible for creating invoices).
185
To find out more about the management of roles look at :ref:`ch-config`.
187
.. i18n: To find out more about the management of roles look at :ref:`ch-config`.
189
190
To find out more about the management of roles look at :ref:`ch-config`.
191
192
.. i18n: The department manager can then approve the expenses, which automatically creates a supplier invoice