Expense module – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Expense module

Expense reports are used for reporting travel costs or purchases for the company using own money. Each expense item can have a default value based on the country or company specific agreements, e.g. how much is paid when using own car.

Each expense report is linked to a certain project and date. An expense consists of one or more expense items. Expenses can be printed out as PDF with all necessary information for the finance department to pay the expense to the person. Expenses also have a workflow for acceptance and notification. Expenses can be accepted normally either by a user’s manager or the project manager of the project where the Expense was reported.

Billable Expenses can be invoiced in the same way as billable time reports.