FAQs in this section
What are Services?
How do I create a Service in Vtiger CRM?
How do I print the service information?
Is services available in Sales Enterprise ?
Where is Services module used?
How do I create a Quote from a Service?
How do I create a Sales Order from a Service?
How do I create a Purchase Order from a Service?
How do I create a subscription from a Service?
How do I create an Invoice from a Service?
How do I change the template of service details before printing?
How do I change the category of a Service?
How do I create a Service from Quick Create?
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?
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?
How do I add picklist fields in the Module Layouts and Fields?
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?
Table of Contents
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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