User interface overview Employee Expenses

With the Viindoo Expenses app, users can request expenses, and approve the employee’s expense requests. From there, the relevant information and data will be saved to control. Additionally, this app also integrates with the Accounting and HR apps to execute the tasks related to the employee’s expenses.

Requirements

This tutorial requires the installation of the following applications/modules:

Install app

Navigate to Viindoo Apps, search Expenses, and click on the Activate button to complete the installation.

Install Expenses app

After completing the installation, the Expenses app will be shown up in the main menu of the system.

Expenses app in the main menu

Grant access rights

To grant user access rights according to job positions or the actual tasks, navigate to Settings ‣ Users & Companies ‣ Users and click on the user account that needs to be configured. Click on the Edit button and find the Expenses field.

Grant access rights to the user account Grant access rights to the user account in the Viindoo Expenses app

In the system, there are 4 types of access rights of the Expenses app as follows:

  • Blank: Create and track only your own expenses.

  • Team Approver: Create, track and approve the employee’s expenses within your department. Refer to the instruction of Department initial configuration at Departments.

  • All Approver: Create, track and approve all the employee’s expenses in the company.

  • Administrator: Have full authority to set up and see the expenses report analysis.