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The Expense Reports Module in MokoCRM enables employees to submit, track, and get reimbursed for work-related expenses such as transportation, meals, lodging, and supplies. Managers can validate and account for these reports with full auditability and financial control.

The Expense Reports Module in MokoCRM enables employees to submit, track, and get reimbursed for work-related expenses such as transportation, meals, lodging, and supplies. Managers can validate and account for these reports with full auditability and financial control.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Expense Reports
2. Click Activate
3. Optional: configure expense categories and validation workflows under Setup → Expense Reports

🧮 Defining Expense Types

Set standard expense categories for reporting consistency:

• Labels such as Travel, Meals, Office Supplies
• Limits or caps for automatic validation
• Tax rate for each type (if applicable)

Go to:
Expense Reports → Setup → Expense Types

🧾 Creating an Expense Report

1. Go to Expense Reports → New Report
2. Enter:
   • Report title and description
   • Report period or date
   • Related third party (client/project) if needed
3. Add expense lines:
   • Date
   • Type (e.g., lodging, transport)
   • Amount, tax, notes
   • Upload receipts (PDF, image)
4. Save the report
5. Submit for validation

✅ Approval Workflow

Managers or finance roles can:

• Review submitted reports
• Approve, reject, or request corrections
• Leave internal comments on each line item

Statuses include Draft, Submitted, Validated, Reimbursed, or Refused.

💸 Payment & Accounting

Once approved:

• Reports can be marked as Reimbursed
• Payment can be logged manually or linked to Accounting module
• Optional: export to ledger or financial software

Integration with the Bank or Accounting modules is available for reconciliation and reporting.

📌 Best Practices

• Require receipt uploads for transparency
• Use predefined expense types for faster entry and standardization
• Review reports monthly or per pay cycle
• Export expense summaries for audits and budgeting
• Combine with Leave and HRM modules for complete workforce cost tracking