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Welcome to the ERPNext Expenses module wiki!

1. 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

ℹ️ Note: Child expense types will be required to add expense accounts unless is already set in parent type or in one of its ancestors

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2. Expense Item

• Create the expense items that reflect your expenses
• Add each expense item to the expense type that it belongs to
• Change 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 changed

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3. Expense

• Create a company expense and fill the cost, quantity, etc..
• Attachments can be added or removed even after submit, but before adding the expense to an expenses request

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4. Expenses Request

• Create a request for a company list of expenses so that it can be approved or rejected
• When requests are rejected, the linked expenses will be automatically rejected & cancelled
• Rejected requests can be appealed and after appealing, the status of linked expenses will be automatically restored and set as Requested

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5. Expenses Entry

• Create entries based on a request or manually add company related expenses
• After submit, all the expenses will be posted to the journal

6. Expenses Settings

• Enable the module (Enabled by default)
• Modify the update notification settings
• Check for update manually

ℹ️ Note: Plugin update functionality will only be enabled in the PRODUCTION stage