FAQs in this section
Can I customize the picklist fields in the Expense module?
How is the Expense module useful for Field Sales agents?
How do I install the Expense module in Vtiger CRM?
What is the Expenses module in Vtiger CRM?
Is the Expenses module available as an add-on in Vtiger CRM?
Can I record the expenses like food, and travel incurred while closing a deal?
How do I record the expenses like food, and travel incurred in the Expenses module?
Is approval needed from Managers for the Expense record created in the Expense module?
How do I create an Expense record in the expenses module in Vtiger CRM?
How do I view an Expense record in the expenses module in Vtiger CRM?

What are the benefits of the Expense module in Vtiger CRM?

The following are the benefits of the Expense Module in Vtiger CRM:
  • Centralized Expense Management: The Expense module provides a centralized platform for businesses to track and manage all their expenses in one place.
  • Improved Visibility and Control:  The Expense module offers real-time visibility into expenses incurred across the organization.
  • Customizable Fields: The Picklist field in Expense type can be customizable in the Module Layouts and Fields Settings page. This will help you add a new field or delete any existing fields.
  • Expense Approval Workflows: The Approval workflows help streamline the approval process, reducing bottlenecks and ensuring timely reimbursement for employees.
  • Receipt Attachment and Documentation: This ensures accurate documentation and verification of expenses, facilitating compliance with auditing requirements and tax regulations.
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