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?
What are the benefits of 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?

How do I install the Expense module in Vtiger CRM?

Follow these steps to install the Expense Module:
  1. Log in to the CRM.
  2. Click the User Profile on the right side of the screen.
  3. Click Settings.
  4. Go to Extensions.
  5. Click Add-ons.
  6. Type Expense Module in the search bar.
  7. Click Install. The Are you sure you want to install this Add-on? message appears.
  8. Click Yes.

A success message will be displayed. Once installed, the Expenses module will appear under the Service Desk app> Internal Requests.

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