CQPIM Project Management – Suppliers & Expenses Add-On by timelessinteractive.
CQPIM Project Management – Suppliers & Expenses Add-On
This upload-on for the CQPIM Core Plugin allows you to upload providers and bills inside of CQPIM.
The plugin calls for CQPIM Core v3.2.1 or upper.
To set up the plugin, first you should definitely have CQPIM three.2.1 , or upper. Upload the zip document via WordPress and Activate the plugin.
To configure the plugin, pass into the CQPIM Settings web page and click on at the Suppliers / Expenses tab.
- Manage your providers via CQPIM and monitor per thirty days spending with providers
- Track bills from crew individuals
- Assign bills to initiatives to turn benefit after prices
- Force admin authorisation of bills
- Upload receipts / invoices to bills
The plugin has a characteristic that may be activated which calls for crew individuals to request admin authorisation on bills, or simply the ones which can be over a undeniable worth. If this selection is energetic, the use elevating the expense can be triggered to request authorisation.
This will ship an electronic mail to any consumer who has permissions set with the intention to authorise bills and can supply a hyperlink for them to view the expense and authorise / decline it.
How does it tie in with CQPIM Core?
The plugin impacts a number of portions of the core plugin. On the admin dashboard, it is going to upload a brand new knowledge set to the source of revenue graph that still displays bills per 30 days, so as to see overall benefit per 30 days at a look.
It provides a metabox to the crew member admin web page that displays their bills and a graph to peer per thirty days spending.
Because bills will also be assigned to initiatives, it is going to display new metaboxes in each and every challenge that show connected bills and also will upload the ones bills to the Project Financials desk to turn benefit after expense deductions.