[jira] [Commented] (OFBIZ-5473) Expense Declaration application

["simon maskell (JIRA)" <ji...@apache.org>]

    [ https://issues.apache.org/jira/browse/OFBIZ-5473?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=13918109#comment-13918109 ] 

simon maskell commented on OFBIZ-5473:
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Hi Pierre

This is the current process we follow, a employee fills out an expenses form which has several categories e.g. Motor Expenses, Fuel, Parking, Travel, Subsistence, some of these categories are driven via a formula e.g. Fuel -  Miles * pence per mile. Each one of this categories has an assigned GL Code and an employee is associated with a cost centre which in our case is made up of 3 levels(tags), we have started working on these  tags with a PO system which is just about to go live and we are using the HR Structure to build the tags e.g. Company, IT, Service Delivery these tag the  PO order and the accounting transaction. I would see this working the same for expenses.

Once the expenses form has been filled out we attach all the receipts and it is sent to your manager for approval and then sent to Bought Ledger who enter the data into our AP for payment. 


The process using Ofbiz would need to be something like this
Enter the information into Ofbiz  once all information has been entered it would trigger an approval process to the manager, at this point we would need to print something off to attach to the receipts(not all our employee would be able to scan the receipts into the system).
Bought Ledger would then check the information on Ofbiz and the send the expenses to our AP system for payment to be made, obviously other people would be using Ofbiz to make the payments.

Hope this helps

Simon





> Expense Declaration application
> -------------------------------
>
>                 Key: OFBIZ-5473
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-5473
>             Project: OFBiz
>          Issue Type: New Feature
>            Reporter: Pierre Smits
>              Labels: Expense
>         Attachments: Screen Shot 2014-02-26 at 16.33.11.png, Screen Shot 2014-02-26 at 16.33.43.png, Screen Shot 2014-02-26 at 16.35.47.png, Screen Shot 2014-02-26 at 16.51.38.png
>
>
> Have a new application to register expenses incurred by employees (and others) and have these reviewed for approval.
> This is the place holder issue for all sub issues.



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