{"id":11587,"date":"2015-12-11T12:32:54","date_gmt":"2015-12-11T12:32:54","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11587"},"modified":"2015-12-11T12:32:54","modified_gmt":"2015-12-11T12:32:54","slug":"advanced-level-of-expense-module-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/","title":{"rendered":"Advanced level of Expense Module in Sage CRM"},"content":{"rendered":"

This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM<\/a> by accessing below link. But as every user demands \u2018Change\u2019<\/em> either in the process implemented or with the UI designed; we too thought of upgrading our customized module to take it to\u00a0advance level.<\/p>\n

Related Post:<\/span>\u00a0<\/em><\/strong>Claims management process in CRM<\/a><\/span><\/p>\n

Since, Sage CRM<\/a> helps in managing Customer related information in efficient manner may it be Contact Person details, Leads, Opportunities or even Cases. Link between Expense and these records was no where available. In below article, I will explain the modifications incorporated along with the Expense Approval & Reimbursement tracking.<\/p>\n

The Expense module captured various parameters as summarized below –<\/p>\n

\"5\"<\/a><\/p>\n

User who wants to make an expense entry will simply navigate to Expense tab under My CRM section and fill the relevant details.<\/p>\n

\"Expences<\/a><\/p>\n

Once done, they can further add as many expense amount details as incurred. All the amount records will be listed out for the reference.<\/p>\n

\"Expences<\/a><\/p>\n

Based on the amount entries made, a sum of all the three i.e. Total Self Expense<\/em><\/strong>, Total Company Expense<\/em><\/strong> and Total Expense Amount<\/em><\/strong> will be displayed on the same screen itself. Along with the expense amount sum up, user will be able to delete the recorded expense entry with the help of Select All<\/strong>, Deselect All<\/strong> and Remove Expenses<\/strong> buttons.<\/p>\n

\"Expences<\/a><\/p>\n

Once the expense entry gets finalized, user can then submit the record for approval with the help of workflow. Further on, both the Approval<\/em><\/strong> & Reimbursement<\/em><\/strong> process will be carried out with the help of workflow. And user will be able to track all the progress with the help of the Stage<\/em><\/strong> & Status<\/em><\/strong> values.<\/p>\n

\"4\"<\/a><\/p>\n

Also Read:<\/strong><\/em><\/span>
\n1.<\/strong> Auto Sync Data through Upload Routine in Sage CRM<\/a>
\n2.<\/strong> Error with Account Manager field while uploading Company Data<\/a>
\n3.<\/strong> IIS Configuration for Sage CRM<\/a>
\n4.<\/strong> How Territory is set to User Home Territory?<\/a>
\n5.<\/strong> Sage CRM available as a Mobile App<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands \u2018Change\u2019 either in the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[152,255,280,332,1],"tags":[515,613,675,677,1112,1113,1751,1899],"class_list":["post-11587","post","type-post","status-publish","format-standard","hentry","category-feature","category-my-crm","category-payment","category-sage-crm","category-uncategorized","tag-add-expense","tag-billing","tag-claim-module","tag-claims","tag-expense-amount","tag-expense-module","tag-payment","tag-reimburse"],"yoast_head":"\nAdvanced level of Expense Module in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advanced level of Expense Module in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands \u2018Change\u2019 either in the\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-12-11T12:32:54+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/\",\"name\":\"Advanced level of Expense Module in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg\",\"datePublished\":\"2015-12-11T12:32:54+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Advanced level of Expense Module in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Advanced level of Expense Module in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/","og_locale":"en_US","og_type":"article","og_title":"Advanced level of Expense Module in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands \u2018Change\u2019 either in the\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2015-12-11T12:32:54+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/","name":"Advanced level of Expense Module in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg","datePublished":"2015-12-11T12:32:54+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/12\/5.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/11\/advanced-level-of-expense-module-in-sage-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Advanced level of Expense Module in Sage CRM"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/11587","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=11587"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/11587\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=11587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=11587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=11587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}