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
- Navigate to:
Home → Setup → Modules → Expense Reports - Click Activate
- 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
- Go to Expense Reports → New Report
- Enter:
- Report title and description
- Report period or date
- Related third party (client/project) if needed
- Add expense lines:
- Date
- Type (e.g., lodging, transport)
- Amount, tax, notes
- Upload receipts (PDF, image)
- Save the report
- 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