CQPIM Challenge Administration – Suppliers & Bills Add-On
This add-on for the CQPIM Core Plugin allows you to add suppliers and bills inside CQPIM.
The plugin requires CQPIM Core v3.2.1 or larger.
To put in the plugin, first be sure you have CQPIM three.2.1 , or larger. Add the zip file via WordPress and Activate the plugin.
To configure the plugin, go into the CQPIM Settings web page and click on on the Suppliers / Bills tab.
- Handle your suppliers via CQPIM and observe month-to-month spending with suppliers
- Observe bills from staff members
- Assign bills to tasks to point out revenue after prices
- Power admin authorisation of bills
- Add receipts / invoices to bills
The plugin has a function that may be activated which requires staff members to request admin authorisation on bills, or simply these which might be over a sure worth. If this function is energetic, the use elevating the expense will likely be prompted to request authorisation.
This may ship an e-mail to any consumer who has permissions set to have the ability to authorise bills and can present 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 components of the core plugin. On the admin dashboard, it would add a brand new knowledge set to the earnings graph that additionally reveals bills per 30 days, so to see complete revenue per 30 days at a look.
It provides a metabox to the staff member admin web page that reveals their bills and a graph to see month-to-month spending.
As a result of bills could be assigned to tasks, it would present new metaboxes in every venture that show linked bills and also will add these bills to the Challenge Financials desk to point out revenue after expense deductions.