Expenses¶
The expenses incurred for the project are monitored.
Individual expense¶
An individual expense stores information about individual costs, such as travel costs or else.
Individual expense has detail listing for all items of expense.
This can for instance be used to detail all the expense on one month so that each user opens only one individual expense per month (per project), or detail all the elements of a travel expense.
Planned amount
Planned amount will help to have an overview of project total costs, even before expense is realized.
Section: Description
Field | Description |
---|---|
Id | Unique Id for the expense. |
Name | Short description of the expense. |
Type | Type of expense. |
Project | The project concerned by the expense. |
Resource | Resource concerned by the expense. |
Description | Complete description of the expense. |
* Required field
Section: Treatment
Field | Description |
---|---|
Status | Actual status of the expense. |
Responsible | Person responsible for the processing of this expense. |
Planned | Planned amount of the expense (Date is mandatory). |
Real | Real amount of the expense (Date is mandatory). |
Payment done | Box checked indicates the payment is done. |
Closed | Box checked indicates that the expense is archived. |
Cancelled | Box checked indicates that the expense is cancelled. |
* Required field
Fields: Planned & Real
Columns:
- Full: Amount.
- Real amount is automatically updated with the sum of the amounts of detail lines.
- Payment date:
- For field “Planned” is the planned date.
- For field “Real” can be the payment date or else.
Project expense¶
A project expense stores information about project costs that are not resource costs.
This can be used for all kinds of project cost :
- Machines (rent or buy).
- Softwares.
- Office.
- Any logistic item.
Purchase request
Allows to manage the purchase request information about the expense. (Purchase order, receipt and payment)
Planned amount
Planned amount will help to have an overview of project total costs, even before expense is realized.
Section: Description
Field | Description |
---|---|
Id | Unique Id for the expense. |
Name | Short description of the expense. |
Type | Type of expense. |
Project | The project concerned by the expense. |
Provider | Provider name. |
External reference | External reference of the expense. |
Business responsible | The person who makes the purchase requisition. |
Financial responsible | The person who pays the purchase. |
Payment conditions | Conditions of payment. |
Description | Complete description of the expense. |
* Required field
Section: Treatment
Field | Description |
---|---|
Status | Actual status of the expense. |
Order date | Date of the order. |
Delivery mode | Delivery mode for the order. |
Delivery delay | Delivery delay for the order. |
Expected delivery date | Expected delivery date for the order. |
Date of receipt | Date of receipt of the order. |
Closed | Box checked indicates that the expense is archived. |
Cancelled | Box checked indicates that the expense is cancelled. |
Planned | Planned amount of the expense (Date is mandatory). |
Real | Real amount of the expense (Date is mandatory). |
Payment done | Box checked indicates the payment is done. |
Result | Complete description of the treatment of the expense. |
* Required field
Fields: Planned & Real
Columns:
- Ex VAT: Amount without taxes.
- Real amount is automatically updated with the sum of the amounts of detail lines.
- Tax: Applicable tax.
- Full: Amount with taxes.
- Payment date:
- For field “Planned” is the planned date.
- For field “Real” can be the payment date or else.
Expense detail lines¶
Section: Expense detail lines
This section is common to individual and project expenses.
It allows to enter detail on expense line.
Fields: Real amount and date
- When a line is entered, expense real amount is automatically updated to sum of lines amount.
- Real date is set with the date in the firts detail line.
Field | Description |
---|---|
Date | Date of the detail line. |
Name | Name of the detail line. |
Type | Type of expense. |
Detail | Detail depends on the type of expense. |
Amount | Amount of the detail line. |
Detail lines management
- Click on
to add a detail line.
- Click on
to modify an existing detail line.
- Click on
to delete the detail line.

Field | Description |
---|---|
Date | Date of the detail. |
Reference | External reference. |
Name | Name of the detail. |
Type | Type of expense. |
Amount | Amount of the detail. |
* Required field
Field: Date
- This allows to input several items, during several days, for the same expense, to have for instance one expense per travel or per month.
Field: Type
- Depending on type, new fields will appear to help calculate of amount.
- Available types depending on whether individual or project expense.
- See: Expenses details types.
Field: Amount
- Automatically calculated from fields depending on type.
- May also be input for type “justified expense”.