diff --git a/content/applications/finance/expenses.rst b/content/applications/finance/expenses.rst index 2e955ebf2..f5ae913a0 100644 --- a/content/applications/finance/expenses.rst +++ b/content/applications/finance/expenses.rst @@ -84,186 +84,6 @@ Set a tax on each product in the :guilabel:`Vendor Taxes` and :guilabel:`Custome applicable. It is considered good practice to use a tax that is configured with :ref:`Tax Included in Price `. Taxes will be automatically configured if this is set. -.. _expenses/new: - -Record expenses -=============== - -Manually create a new expense ------------------------------ - -To record a new expense, begin in the main :menuselection:`Expenses` app dashboard, which presents -the default :guilabel:`My Expenses` view. This view can also be accessed from -:menuselection:`Expenses app --> My Expenses --> My Expenses`. - -First, click :guilabel:`New`, and then fill out the various fields on the form. - -- :guilabel:`Description`: enter a short description for the expense in the :guilabel:`Description` - field. This should be short and informative, such as `lunch with client` or `hotel for - conference`. -- :guilabel:`Category`: select the expense category from the drop-down menu that most closely - corresponds to the expense. For example, an airplane ticket would be appropriate for an expense - :guilabel:`Category` named :guilabel:`Air Travel`. -- :guilabel:`Total`: Enter the total amount paid for the expense in one of two ways: - - #. If the expense is for one single item/expense, and the category selected was for a single item, - enter the cost in the :guilabel:`Total` field (the :guilabel:`Quantity` field is hidden). - #. If the expense is for multiples of the same item/expense with a fixed price, the - :guilabel:`Unit Price` is displayed. Enter the quantity in the :guilabel:`Quantity` field, and - the total cost is automatically updated with the correct total (the :guilabel:`Unit Price` x - the :guilabel:`Quantity` = the total). Be advised, the word "total" does not appear, the total - cost simply appears below the :guilabel:`Quantity`. - - .. example:: - For example, in the case of mileage driven, the :guilabel:`Unit Price` is populated as the - cost *per mile*. Set the :guilabel:`Quantity` to the *number of miles* driven, and the total - is calculated. - -- :guilabel:`Included Taxes`: if taxes were configured on the expense category, the tax percentage - and amount appear automatically after entering either the :guilabel:`Total` or the - :guilabel:`Quantity`. - - .. note:: - When a tax is configured on an expense category, the :guilabel:`Included Taxes` value will - update in real time as the :guilabel:`Total` or :guilabel:`Quantity` is updated. - -- :guilabel:`Employee`: using the drop-down menu, select the employee this expense is for. -- :guilabel:`Paid By`: click the radio button to indicate who paid for the expense and should be - reimbursed. If the employee paid for the expense (and should be reimbursed) select - :guilabel:`Employee (to reimburse)`. If the company paid directly instead (e.g. if the company - credit card was used to pay for the expense) select :guilabel:`Company`. Depending on the expense - category selected, this field may not appear. -- :guilabel:`Bill Reference`: if there is any reference text that should be included for the - expense, enter it in this field. -- :guilabel:`Expense Date`: using the calendar module, enter the date the expense was incurred. Use - the :guilabel:`< (left)` and :guilabel:`> (right)` arrows to navigate to the correct month, then - click on the specific day to enter the selection. -- :guilabel:`Account`: select the expense account that this expense should be logged on from the - drop-down menu. -- :guilabel:`Customer to Reinvoice`: if the expense is something that should be paid for by a - customer, select the :abbr:`SO (Sales Order)` and customer that will be invoiced for this expense - from the drop-down menu. All sales orders in the drop-down menu list both the :abbr:`SO (Sales - Order)` as well as the company the sales order is written for, but after the expense is saved, the - customer name disappears and only the :abbr:`SO (Sales Order)` is visible on the expense. - - .. example:: - A customer wishes to have an on-site meeting for a custom garden (design and installation) and - agrees to pay for the expenses associated with it (such as travel, hotel, meals, etc.). All - expenses tied to that meeting would indicate the sales order for the custom garden (which also - references the customer) as the :guilabel:`Customer to Reinvoice`. - -- :guilabel:`Analytic Distribution`: select the accounts the expense should be written against from - the drop-down menu for either :guilabel:`Projects`, :guilabel:`Departments`, or both. Multiple - accounts can be listed for each category, if needed. Adjust the percentage for each analytic - account by typing in the percentage value next to the account. -- :guilabel:`Company`: if multiple companies are set up, select the company this expense should be - filed for from the drop-down menu. The current company automatically populates this field. -- :guilabel:`Notes...`: if any notes are needed to clarify the expense, enter them in this field. - -.. image:: expenses/expense-filled-in.png - :align: center - :alt: A filled in expense form for a client lunch. - -Attach a receipt -~~~~~~~~~~~~~~~~ - -After the expense is created, the next step is to attach a receipt. Click the :guilabel:`Attach -Receipt` button, and a file explorer appears. Navigate to the receipt to be attached, and click -:guilabel:`Open`. The new receipt is recorded in the chatter, and the number of receipts will appear -next to the :guilabel:`📎 (paperclip)` icon beneath the expense form. More than one receipt can be -attached to an individual expense, as needed. The number of receipts attached to the expense will be -noted on the paperclip icon. - -.. image:: expenses/receipt-icon.png - :align: center - :alt: Attach a receipt and it appears in the chatter. - -Create new expenses from a scanned receipt ------------------------------------------- - -Rather than manually inputting all of the information for an expense, expenses can be created by -scanning a PDF receipt. - -First, in the main :guilabel:`Expenses` app dashboard view (this view can also be accessed from -:menuselection:`Expenses app --> My Expenses --> My Expenses`), click :guilabel:`Scan`, and a file -explorer pops up. Navigate to the receipt to be uploaded, click on it to select it, and then click -:guilabel:`Open`. - -.. image:: expenses/scan.png - :align: center - :alt: Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard - view. - -The receipt is scanned, and a new entry is created with today's date as the :guilabel:`Expense -Date`, and any other fields it can populate based on the scanned data, such as the total. Click on -the new entry to open the individual expense form, and make any changes needed. The scanned receipt -appears in the chatter. - -.. _expenses/email_expense: - -Automatically create new expenses from an email ------------------------------------------------ - -Instead of individually creating each expense in the *Expenses* app, expenses can be automatically -created by sending an email to an email alias. - -To do so, first, an email alias needs to be configured. Go to :menuselection:`Expenses app --> -Configuration --> Settings`. Ensure :guilabel:`Incoming Emails` is enabled. - -.. image:: expenses/email-alias.png - :align: center - :alt: Create the domain alias by clicking the link. - -.. note:: - If the domain alias needs to be set up, :guilabel:`Setup your domain alias` will appear beneath - the incoming emails check box instead of the email address field. Refer to this documentation for - setup instructions and more information: - :doc:`/applications/websites/website/configuration/domain_names`. Once the domain alias is - configured, the email address field will be visible beneath the incoming emails section. - -Next, enter the email address to be used in the email field, and then click :guilabel:`Save`. Now -that the email address has been entered, emails can be sent to that alias to create new expenses -without having to be in the Odoo database. - -To submit an expense via email, create a new email and enter the product's *internal reference* code -(if available) and the amount of the expense in the email subject. Next, attach the receipt to the -email. Odoo creates the expense by taking the information in the email subject and combining it with -the receipt. - -To check an expense categories internal reference, go to :menuselection:`Expenses app --> -Configuration --> Expense Categories`. If an internal reference is listed on the expense category, -it is listed in the :guilabel:`Internal Reference` column. - -.. image:: expenses/ref.png - :align: center - :alt: Internal reference numbers are listed in the main Expense Categories view. - -To add an internal reference on an expense category, click on the category to open the form. Enter -the internal reference in the field. Beneath the :guilabel:`Internal Reference` field, this sentence -appears: :guilabel:`Use this reference as a subject prefix when submitting by email.` - -.. image:: expenses/mileage-internal-reference.png - :align: center - :alt: Internal reference numbers are listed in the main Expense Products view. - -.. note:: - For security purposes, only authenticated employee emails are accepted by Odoo when creating an - expense from an email. To confirm an authenticated employee email address, go to the employee - card in the :menuselection:`Employees` app, and refer to the :guilabel:`Work Email` - - .. image:: expenses/authenticated-email-address.png - :align: center - :alt: Create the domain alias by clicking the link. - -.. example:: - If submitting an expense via email for a $25.00 meal during a work trip, the email subject would - be `FOOD $25.00`. - - Explanation: - - - The :guilabel:`Internal Reference` for the expense category `Meals` is `FOOD` - - The :guilabel:`Cost` for the expense is `$25.00` - .. _expenses/reimburse: Reimburse employees @@ -336,12 +156,12 @@ and :guilabel:`Sales price`. Create an expense ----------------- -First, when :ref:`creating a new expense `, the correct information needs to be -entered to re-invoice a customer. Select the sales order the expense should appear on in the -:guilabel:`Customer to Reinvoice` section, from the drop-down menu. Next, select the -:guilabel:`Analytic Account` the expense should be posted to. After the expenses are created, the -expense report needs to be :doc:`created `, and :ref:`submitted -`, as usual. +First, when :doc:`creating a new expense `, the correct information needs to +be entered in order to re-invoice a customer. Select the *sales order* the expense will appear on in +the :guilabel:`Customer to Reinvoice` section, from the drop-down menu. Next, select the +:guilabel:`Analytic Account` the expense will be posted to. After the expense(s) are created, the +expense report needs to be :doc:`created ` and :ref:`submitted +` as usual. .. image:: expenses/reinvoice-expense.png :align: center @@ -357,7 +177,7 @@ expense report needs to be :doc:`created `, and :ref:` Validate and post expenses -------------------------- -Only employees with permissions (typically managers or supervisors) can :doc:`approve expenses +Only employees with permissions (typically, managers or supervisors) can :doc:`approve expenses `. Before approving an expense report, ensure the :guilabel:`Analytic Distribution` is set on every expense line of a report. If an :guilabel:`Analytic Distribution` is missing, assign the correct accounts from the drop-down menu, and click :guilabel:`Approve` or @@ -401,13 +221,15 @@ clicking the radio button next to it. Then, click :guilabel:`Create Invoice`. Th been invoiced for the expenses. .. seealso:: - - :doc:`expenses/approve_expenses` - :doc:`expenses/post_expenses` - :doc:`expenses/expense_reports` + - :doc:`expenses/approve_expenses` + - :doc:`expenses/post_expenses` .. toctree:: :titlesonly: + expenses/log_expenses + expenses/expense_reports expenses/approve_expenses expenses/post_expenses - expenses/expense_reports diff --git a/content/applications/finance/expenses/approve_expenses.rst b/content/applications/finance/expenses/approve_expenses.rst index 5fd4b1e70..aed981ab4 100644 --- a/content/applications/finance/expenses/approve_expenses.rst +++ b/content/applications/finance/expenses/approve_expenses.rst @@ -1,5 +1,5 @@ ================ -Approve Expenses +Approve expenses ================ In Odoo, not just anyone can approve expense reports, only users with the necessary rights (or diff --git a/content/applications/finance/expenses/expense-filled-in.png b/content/applications/finance/expenses/expense-filled-in.png deleted file mode 100644 index eda479082..000000000 Binary files a/content/applications/finance/expenses/expense-filled-in.png and /dev/null differ diff --git a/content/applications/finance/expenses/expense_reports.rst b/content/applications/finance/expenses/expense_reports.rst index a04265124..91f792c14 100644 --- a/content/applications/finance/expenses/expense_reports.rst +++ b/content/applications/finance/expenses/expense_reports.rst @@ -68,7 +68,7 @@ An :guilabel:`Add: Expense Lines` pop-up window appears, displaying all the avai a :guilabel:`To Submit` status) that can be added to the report. If a new expense needs to be added that does **not** appear on the list, click :guilabel:`New` to -:ref:`create a new expense ` and add it to the report. +:doc:`create a new expense <../expenses/log_expenses>` and add it to the report. Tick the checkbox next to each expense being added, then click :guilabel:`Select`. @@ -121,7 +121,6 @@ Click on a report to open it, then click :guilabel:`Submit To Manager`. After su the next step is to wait for the manager to approve it. .. important:: - :doc:`Approving <../expenses/approve_expenses>` expenses, :doc:`posting - <../expenses/post_expenses>` expenses, and :ref:`reimbursing ` expenses are - **only** for users with the appropriate :doc:`access rights documentation - `. + :doc:`Approving <../expenses/approve_expenses>`, :doc:`posting <../expenses/post_expenses>`, and + :ref:`reimbursing ` expenses are **only** for users with the appropriate + :doc:`access rights <../../general/users/access_rights>`. diff --git a/content/applications/finance/expenses/log_expenses.rst b/content/applications/finance/expenses/log_expenses.rst new file mode 100644 index 000000000..83203b077 --- /dev/null +++ b/content/applications/finance/expenses/log_expenses.rst @@ -0,0 +1,230 @@ +============ +Log expenses +============ + +Before expenses can be reimbursed, each individual expense needs to be logged in the database. +Expense records can be created in three different ways: :ref:`manually enter an expense record +`, :ref:`upload a receipt `, or :ref:`email a +receipt ` to a preconfigured email address. + +.. _expenses/manual_expense: + +Manually enter expenses +======================= + +To record a new expense, open the :menuselection:`Expenses app`, which displays the :guilabel:`My +Expenses` page, by default. + +.. tip:: + This view can also be accessed from :menuselection:`Expenses app --> My Expenses --> My + Expenses`. + +Then, click :guilabel:`New`, and then fill out the following fields on the form that appears: + +- :guilabel:`Description`: Enter a short description for the expense. This should be concise and + informative, such as `lunch with client` or `hotel for conference`. +- :guilabel:`Category`: Select the expense category from the drop-down menu that most closely + corresponds to the expense. +- :guilabel:`Total`: Enter the total amount paid for the expense in one of two ways: + + #. If the expense is for a single item/expense, and the category selected was for a single item, + enter the cost in the :guilabel:`Total` field (the :guilabel:`Quantity` field is hidden). + #. If the expense is for multiples of the same item/expense with a fixed price, the + :guilabel:`Unit Price` is displayed. Enter the quantity in the :guilabel:`Quantity` field, and + the total cost is automatically updated with the correct total. The total cost appears below + the :guilabel:`Quantity`. + + .. example:: + In the case of mileage driven, the :guilabel:`Unit Price` is populated as the cost *per + mile*. Set the :guilabel:`Quantity` to the *number of miles driven*, and the total is + calculated. + +- :guilabel:`Included Taxes`: If taxes were configured on the expense category, the tax percentage + and amount appear automatically after entering either the :guilabel:`Total` or the + :guilabel:`Quantity`. + + .. note:: + When a tax is configured on an expense category, the :guilabel:`Included Taxes` value updates + in real time, as the :guilabel:`Total` or :guilabel:`Quantity` is updated. + +- :guilabel:`Employee`: Using the drop-down menu, select the employee this expense is for. +- :guilabel:`Paid By`: Click the radio button to indicate who paid for the expense, and should be + reimbursed. Select either :guilabel:`Employee (to reimburse)` or :guilabel:`Company`. Depending on + the expense category selected, this field may not appear. +- :guilabel:`Expense Date`: Using the calendar popover window that appears when this field is + clicked, enter the date the expense was incurred. +- :guilabel:`Account`: Using the drop-down menu, select the expense account the expense should be + logged in. +- :guilabel:`Customer to Reinvoice`: If the expense is something that should be paid for by a + customer, select the :abbr:`SO (Sales Order)` and customer that should be invoiced for this + expense from the drop-down menu. All sales orders in the drop-down menu list both the :abbr:`SO + (Sales Order)`, as well as the company the sales order is written for. After the expense is saved, + the customer name disappears, and only the :abbr:`SO (Sales Order)` is visible on the expense. + + .. example:: + A customer wishes to have an on-site meeting for the design and installation of a custom + garden, and agrees to pay for the expenses associated with it (such as travel, hotel, meals, + etc). All expenses tied to that meeting would indicate the sales order for the custom garden + (which also references the customer) as the :guilabel:`Customer to Reinvoice`. + +- :guilabel:`Analytic Distribution`: Select the account the expense should be written against from + the drop-down menu for either :guilabel:`Projects`, :guilabel:`Departments`, or both. Multiple + accounts can be listed for each category, if needed. Adjust the percentage for each analytic + account by typing in the percentage value next to each account. +- :guilabel:`Company`: If multiple companies are set up, select the company the expense should be + filed for from the drop-down menu. The current company automatically populates this field. +- :guilabel:`Notes...`: If any notes are needed to clarify the expense, enter them in the notes + field. + +.. image:: log_expenses/expense-filled-in.png + :align: center + :alt: A filled in expense form for a client lunch. + +Attach receipts +--------------- + +After the expense record is created, the next step is to attach a receipt. Click the +:guilabel:`Attach Receipt` button, and a file explorer appears. Navigate to the receipt to be +attached, and click :guilabel:`Open`. + +The new receipt is recorded in the *chatter*, and the number of receipts appears next to the +:icon:`fa-paperclip` :guilabel:`(paperclip)` icon. Multiple receipts can be attached to an +individual expense record, as needed. + +.. image:: log_expenses/receipt-icon.png + :align: center + :alt: Attach a receipt and it appears in the chatter. + +.. _expenses/upload_receipt: + +Upload expenses +=============== + +It is possible to have expense records created automatically, by uploading a PDF receipt. This +feature requires the enabling of a setting, and the purchasing of :abbr:`IAP (in-app purchases)` +credits. + +Digitalization settings +----------------------- + +To enable receipt scanning, navigate to :menuselection:`Expenses app --> Configuration --> +Settings`, and tick the checkbox beside the :guilabel:`Expense Digitization (OCR)` option. Then, +click :guilabel:`Save`. When enabled, additional options appear. Click on the corresponding radio +button to select one of the following options: + +- :guilabel:`Do not digitize`: turns off receipt digitization. +- :guilabel:`Digitize on demand only`: only digitizes receipts when requested. A + :guilabel:`Digitize document` button appears on expense records. When clicked, the receipt is + scanned and the expense record is updated. +- :guilabel:`Digitize automatically`: automatically digitizes all receipts when they are uploaded. + +Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Buy +credits` link to purchase credits for receipt digitization. Click the :icon:`fa-arrow-right` +:guilabel:`View My Services` link to view a list of all current services, and their remaining credit +balances. + +For more information on document digitization and :abbr:`IAPs (in-app purchases)`, refer to the +:doc:`In-app purchase (IAP) <../../essentials/in_app_purchase>` documentation. + +.. note:: + When the :guilabel:`Expense Digitization (OCR)` option is enabled, a necessary module is + installed, so receipts can be scanned. Disabling this option uninstalls the module. + + If, at some point, there is a desire to temporarily stop digitizing receipts, select the + :guilabel:`Do not digitize` option. The reason this option is available is so the module is not + uninstalled, allowing for digitization to be enabled in the future by selecting one of the other + two options. + +Upload receipts +--------------- + +Open the :guilabel:`Expenses app`, and from the :guilabel:`My Expenses` dashboard, click +:guilabel:`Upload`, and a file explorer appears. Navigate to the desired receipt, select it, then +click :guilabel:`Open`. + +.. image:: log_expenses/upload.png + :align: center + :alt: Create an expense by scanning a receipt. Click Scan at the top of the Expenses dashboard + view. + +The receipt is scanned, and a new expense record is created. The :guilabel:`Expense Date` field is +populated with today's date, along with any other fields based on the scanned data, such as the +:guilabel:`Total`. + +Click on the new entry to open the individual expense form, and make any changes, if needed. The +scanned receipt appears in the *chatter*. + +.. _expenses/email_expense: + +Email expenses +============== + +Instead of individually creating each expense in the **Expenses** app, expenses can be automatically +created by sending an email to an email alias. + +To do so, an email alias must first be configured. Navigate to :menuselection:`Expenses app --> +Configuration --> Settings`. Ensure the checkbox beside :guilabel:`Incoming Emails` is ticked. The +default email alias is *expense@(domain).com*. Change the email alias by entering the desired email +in the field to the right of :guilabel:`Alias`. Then, click :guilabel:`Save`. + +.. image:: log_expenses/alias-email.png + :align: center + :alt: Te default email that populates the expenses email alias. + +.. note:: + If the domain alias needs to be set up, :icon:`fa-arrow-right` :guilabel:`Setup your domain + alias` appears beneath the :guilabel:`Incoming Emails` checkbox, instead of the email address + field. + + .. image:: log_expenses/email-alias.png + :align: center + :alt: Create the domain alias by clicking the link. + + Refer to the :doc:`/applications/websites/website/configuration/domain_names` documentation for + setup instructions and more information. + + Once the domain alias is configured, the email address field is visible beneath the + :guilabel:`Incoming Emails` feature on the :guilabel:`Settings` page in the **Expenses** app. + +Once the email address has been entered, emails can be sent to that alias to create new expenses, +without having to be in the Odoo database. + +To submit an expense via email, create a new email, and enter the product's *internal reference* +code (if available) and the amount of the expense as the subject of the email. Next, attach the +receipt to the email. Odoo creates the expense by taking the information in the email subject, and +combining it with the receipt. + +To check an expense category's internal reference, go to :menuselection:`Expenses app --> +Configuration --> Expense Categories`. If an internal reference is listed on the expense category, +it is listed in the :guilabel:`Internal Reference` column. + +.. image:: log_expenses/ref.png + :align: center + :alt: Internal reference numbers are listed in the main Expense Categories view. + +To add an internal reference on an expense category, click on the category to open the expense +category form. Enter the :guilabel:`Internal Reference` in the corresponding field. Beneath the +:guilabel:`Internal Reference` field, this sentence appears: :guilabel:`Use this reference as a +subject prefix when submitting by email.` + +.. image:: log_expenses/mileage-internal-reference.png + :align: center + :alt: Internal reference numbers are listed in the main Expense Products view. + +.. example:: + If submitting an expense, via email, for a $25.00 meal during a work trip, the email subject + would be `FOOD $25.00`. + + Explanation: + + - The :guilabel:`Internal Reference` for the expense category `Meals` is `FOOD` + - The :guilabel:`Cost` for the expense is `$25.00` + +.. note:: + For security purposes, only authenticated employee emails are accepted by Odoo when creating an + expense from an email. To confirm an authenticated employee email address, go to the employee + card in the :menuselection:`Employees app`, and refer to the :guilabel:`Work Email` field. + + .. image:: log_expenses/authenticated-email-address.png + :align: center + :alt: Create the domain alias by clicking the link. diff --git a/content/applications/finance/expenses/log_expenses/alias-email.png b/content/applications/finance/expenses/log_expenses/alias-email.png new file mode 100644 index 000000000..dab5cd8af Binary files /dev/null and b/content/applications/finance/expenses/log_expenses/alias-email.png differ diff --git a/content/applications/finance/expenses/authenticated-email-address.png b/content/applications/finance/expenses/log_expenses/authenticated-email-address.png similarity index 100% rename from content/applications/finance/expenses/authenticated-email-address.png rename to content/applications/finance/expenses/log_expenses/authenticated-email-address.png diff --git a/content/applications/finance/expenses/email-alias.png b/content/applications/finance/expenses/log_expenses/email-alias.png similarity index 100% rename from content/applications/finance/expenses/email-alias.png rename to content/applications/finance/expenses/log_expenses/email-alias.png diff --git a/content/applications/finance/expenses/log_expenses/expense-filled-in.png b/content/applications/finance/expenses/log_expenses/expense-filled-in.png new file mode 100644 index 000000000..8e75674cb Binary files /dev/null and b/content/applications/finance/expenses/log_expenses/expense-filled-in.png differ diff --git a/content/applications/finance/expenses/mileage-internal-reference.png b/content/applications/finance/expenses/log_expenses/mileage-internal-reference.png similarity index 100% rename from content/applications/finance/expenses/mileage-internal-reference.png rename to content/applications/finance/expenses/log_expenses/mileage-internal-reference.png diff --git a/content/applications/finance/expenses/log_expenses/receipt-icon.png b/content/applications/finance/expenses/log_expenses/receipt-icon.png new file mode 100644 index 000000000..16bfbebd4 Binary files /dev/null and b/content/applications/finance/expenses/log_expenses/receipt-icon.png differ diff --git a/content/applications/finance/expenses/ref.png b/content/applications/finance/expenses/log_expenses/ref.png similarity index 100% rename from content/applications/finance/expenses/ref.png rename to content/applications/finance/expenses/log_expenses/ref.png diff --git a/content/applications/finance/expenses/log_expenses/upload.png b/content/applications/finance/expenses/log_expenses/upload.png new file mode 100644 index 000000000..fa43d49b9 Binary files /dev/null and b/content/applications/finance/expenses/log_expenses/upload.png differ diff --git a/content/applications/finance/expenses/post_expenses.rst b/content/applications/finance/expenses/post_expenses.rst index 33350c52b..57ef1b9b9 100644 --- a/content/applications/finance/expenses/post_expenses.rst +++ b/content/applications/finance/expenses/post_expenses.rst @@ -26,9 +26,9 @@ only the :guilabel:`Approved` checkbox is ticked. status of :guilabel:`Refused`. Expense reports can be posted to accounting journals in two ways: :ref:`individually -` or :ref:`in bulk `. +` or :ref:`in bulk `. -.. _expenses/individual-reports: +.. _expenses/post-individual: Post individual reports ----------------------- @@ -47,7 +47,7 @@ After posting the expenses to an accounting journal, a :guilabel:`Journal Entry` appears at the top of the screen. Click the :guilabel:`Journal Entry` smart button, and the details for the journal entry appear, with a status of :guilabel:`Posted`. -.. _expenses/multiple-reports: +.. _expenses/post-multiple: Post multiple reports --------------------- diff --git a/content/applications/finance/expenses/receipt-icon.png b/content/applications/finance/expenses/receipt-icon.png deleted file mode 100644 index b8d0c4e94..000000000 Binary files a/content/applications/finance/expenses/receipt-icon.png and /dev/null differ diff --git a/content/applications/finance/expenses/scan.png b/content/applications/finance/expenses/scan.png deleted file mode 100644 index c1937f754..000000000 Binary files a/content/applications/finance/expenses/scan.png and /dev/null differ