Os detalhes do produto são exibidos em inglês. Traduções em breve.
Fatos rápidos
- Preço
- $249.00 USD
- Versões ERPNext
- —
- Tempo de configuração
- 30 min
- Licença
- Uma vez perpétua
- Idiomas
- 11 idiomas
Compra Única
Expense Claim & Reimbursement Pro
A build-to-order ERPNext app that turns employee expense reimbursement into a mobile-first flow — scan receipts with OCR, enforce per-category policy limits, route through multi-level approval, and pay out via payroll or accounts payable. ECOSIRE builds, installs, and supports it on your v15/v16 site.
$249.00USD
Sem pagamento agora. Isto envia um pedido de orçamento à nossa equipe — responderemos por e-mail com preços e próximos passos.
Recursos Principais
Custom `Expense Claim` extension with a mobile receipt-capture flow that attaches the image as a Frappe `File` and links it to the claim line for a full audit trail
Background OCR pipeline via `frappe.enqueue` — Tesseract or a pluggable cloud vision provider extracts vendor, date, tax, and amount to pre-fill claim lines without blocking the UI
`Expense Policy` DocType holding per-category spend limits, receipt-required thresholds, mileage rates, and per-diem rates, versioned and effective-dated
Server-side `validate` hook that checks every claim line against the matching policy and records `Policy Violation` child rows visible to the approver in context
Multi-level approval built on Frappe's native `Workflow` engine — configurable states, threshold conditions (e.g. escalate above an amount), and per-role transitions
Whitelisted (`@frappe.whitelist`) mileage calculator that computes reimbursable amounts from distance and configurable per-km/per-mile rates
Structured per-diem calculation by day count, location tier, and rate table, so travel allowances are consistent and auditable
Role profiles and permission-level rules so employees, approvers, and finance each see only the claims they should
Payroll payout path: approved reimbursements flow into a `Salary Slip` earning/component on the employee's next payroll run
Accounts-payable payout path: approved claims post a `Journal Entry` or `Purchase Invoice` for direct bank reimbursement, selectable per company or employee
`hooks.py` doc events (`on_submit`, `on_update`) that trigger downstream posting and notifications only after final approval
Scheduler events for reminders on pending approvals and month-end reimbursement summaries, configurable in the app's settings
Full Frappe REST API and whitelisted-method surface so a companion mobile app or BI dashboard reads and writes the same records
Client scripts for live in-form policy feedback, currency handling, and category-driven field visibility on the claim
Built and tested against ERPNext / Frappe v15 and v16, packaged as a standard installable app for `bench get-app` / `bench install-app`
Sobre este Produto
Employee expense reimbursement is where finance discipline quietly breaks down. ERPNext ships a solid Expense Claim DocType with an Expense Approver and a link to Employee Advance, but out of the box it assumes staff will hand-type each line, attach a photo separately, and trust that everyone remembers the per-meal cap and the mileage rate. There is no OCR, no automatic policy-limit enforcement per expense category, no structured per-diem or mileage calculator, and only a single approval hop. Finance ends up policing spend in spreadsheets and email, receipts go missing, and month-end reimbursement runs are a manual reconciliation slog.
Por Que Escolher Expense Claim & Reimbursement Pro
Custom `Expense Claim` extension with a mobile receipt-capture flow that attaches the image as a Frappe `File` and links it to the claim line for a full audit trail
Background OCR pipeline via `frappe.enqueue` — Tesseract or a pluggable cloud vision provider extracts vendor, date, tax, and amount to pre-fill claim lines without blocking the UI
`Expense Policy` DocType holding per-category spend limits, receipt-required thresholds, mileage rates, and per-diem rates, versioned and effective-dated
Server-side `validate` hook that checks every claim line against the matching policy and records `Policy Violation` child rows visible to the approver in context
Multi-level approval built on Frappe's native `Workflow` engine — configurable states, threshold conditions (e.g. escalate above an amount), and per-role transitions
Whitelisted (`@frappe.whitelist`) mileage calculator that computes reimbursable amounts from distance and configurable per-km/per-mile rates
Expense Claim & Reimbursement Pro is a proper Frappe app — its own module, DocTypes, and hooks.py — installed onto your existing ERPNext site rather than bolted on as a hosted add-on. Employees capture a receipt from the mobile browser or a Frappe-based PWA; the image is attached as a File, queued to a background OCR job (Tesseract or a pluggable cloud vision provider) via frappe.enqueue, and the extracted vendor, date, tax, and amount pre-fill the claim line for the employee to confirm. A Expense Policy DocType holds per-category limits, receipt-required thresholds, and rates; a validate server-side hook checks every claim line against the matching policy and either blocks submission or flags a Policy Violation child row that the approver sees in context. Mileage and per-diem are computed by whitelisted methods (@frappe.whitelist) from distance/day inputs and configurable rates, so the numbers are consistent and auditable rather than guessed.
Approval is driven by Frappe's native Workflow engine plus role profiles, so you get true multi-level routing — for example line manager, then department head above a threshold, then finance — with state transitions, conditions, and email/mobile notifications. Permissions use standard ERPNext roles and permission levels so an approver sees their team's claims and finance sees the queue, with nothing leaking across departments. On final approval, a on_update/on_submit doc event creates the downstream posting: either a reimbursement line fed into the employee's next Salary Slip component through Payroll, or a Journal Entry / Purchase Invoice against accounts payable for a direct bank payout — you choose the route per company or per employee. Everything is exposed over the standard Frappe REST API and whitelisted methods, so a companion mobile app or your own dashboards read and write the same records.
Because this is build-to-order, nothing is a black box. After a short scoping call we confirm your expense categories, policy rules, approval hierarchy, payout route (payroll vs AP), and OCR provider, then build and configure the app against your ERPNext v15 or v16 site. We deliver the installable source, run UAT on a staging bench with a rollback plan, hand over the git repository, and support you through go-live. Typical delivery is 2–4 weeks from confirmed scope — no marketplace download, no fabricated feature list, just a maintainable app your team owns.
O que você ganha
- Installable Frappe app source code for your build — module, DocTypes, workflows, server and client scripts, packaged for `bench install-app`
- Installation and configuration on your ERPNext v15/v16 site, including expense categories, policy rules, approval hierarchy, and payout route
- Technical documentation — DocType schemas, `hooks.py` doc events, whitelisted methods, REST endpoints, and OCR/provider configuration
- End-user guide plus a live training session for employees, approvers, and finance
- UAT on a staging bench with sign-off checklist and a documented rollback plan before production go-live
- Post-go-live support window for bug fixes and configuration adjustments
- Git repository handover so your team fully owns and can maintain the code
- Data and policy configuration mapping worksheet completed during scoping and carried into the build
Para quem é isso
Finance / AP Manager
Owns the reimbursement run and wants approved claims to post cleanly to accounts payable or payroll without re-keying, with policy limits enforced before money moves rather than after.
HR / People Operations Lead
Wants employees to submit compliant claims from their phone, needs the approval hierarchy to mirror the real org chart, and cares about per-diem and mileage being calculated consistently across the company.
Field & Travelling Employees
Needs to snap a receipt on the road, let OCR fill in the details, and get reimbursed without navigating a spreadsheet — mobile capture and clear claim status matter most.
ERPNext System Administrator
Maintains the bench and the site, and wants a real Frappe app with clean DocTypes, `hooks.py` events, permissions, and a git repo — not undocumented customizations that break on the next upgrade.
Visão geral da instalação
Baixe do ECOSIRE
Compre a licença em ecosire.com e baixe o ZIP do aplicativo Expense Claim & Reimbursement Pro no painel da sua conta.
Adicione o aplicativo à sua bancada
Extraia o ZIP na pasta de aplicativos do seu banco ou execute `bench get-app` com o caminho para o aplicativo extraído.
Instale no seu site
Execute `bench --site SITE_NAME install-app APP_NAME` seguido de `bench Migra` para instalar Expense Claim & Reimbursement Pro e aplicar seu esquema.
Ative sua licença
Abra as configurações de licença ECOSIRE em seu site e ative sua chave de licença. Requer os aplicativos gratuitos ecosire_connect e ecosire_license_client.
Como Expense Claim & Reimbursement Pro se compara
| Critério | ECOSIRE | Construção personalizada | Concorrente | Odoo nativo |
|---|---|---|---|---|
| Receipt OCR capture | Mobile capture with background OCR pre-fill and employee confirmation | Possible but you design and build the pipeline yourself | Varies; many offer only manual attach | |
| Per-category policy limits | `Expense Policy` DocType enforced in a `validate` hook, with violation flags | Build the policy model and validation from scratch | Often basic global caps only | |
| Multi-level approval | Native Frappe Workflow, threshold-based escalation, role profiles | Configurable but you must design the workflow | Usually single or fixed approval hops | |
| Mileage & per-diem | Whitelisted calculators with rate tables | Hand-built formulas | Sometimes present, rarely configurable | |
| Payout route | Payroll component or AP Journal Entry / Purchase Invoice, selectable | You wire the downstream posting yourself | Often one fixed route | |
| Fit to your process | Scoped to your categories, hierarchy, and rules before build | Fully bespoke but slow and expensive | Take it as shipped; limited configuration | |
| Code ownership & upgradability | Proper Frappe app, git handover, documented hooks | You own it, but quality and docs depend on the team | Vendor-locked, closed source common | |
| Support & maintenance | Post-go-live window plus optional ongoing engagement | Whoever built it, if still available | Vendor SLA, variable responsiveness |
Perguntas frequentes sobre Expense Claim & Reimbursement Pro
+Is this an existing app I can download and install today?
No. Expense Claim & Reimbursement Pro is build-to-order. ECOSIRE builds it against your specific expense categories, policy rules, approval hierarchy, and payout route, then installs and supports it on your ERPNext site. There is no instant marketplace download.
+How long does delivery take?
Typical delivery is 2–4 weeks from confirmed scope. After the scoping call we agree the exact policies, approval levels, OCR provider, and payroll-vs-AP route; the timeline depends on how many categories and approval tiers you need and how much data migration is involved.
+Which ERPNext versions do you support?
We build and test against Frappe/ERPNext v15 and v16. During scoping we confirm your exact version and bench setup so the app is packaged and installed cleanly with `bench get-app` / `bench install-app`.
+How does the receipt OCR work, and is it accurate?
Receipt images are attached as Frappe `File` records and processed by a background job (`frappe.enqueue`) using Tesseract or a pluggable cloud vision provider you choose. OCR pre-fills vendor, date, tax, and amount, and the employee confirms or corrects before submitting — so a bad scan never posts silently.
+Can reimbursements go through payroll instead of a bank payout?
Yes — you choose per company or per employee. Approved claims can flow into a `Salary Slip` component on the next payroll run, or post a `Journal Entry` / `Purchase Invoice` against accounts payable for a direct bank payout.
+What about support and future updates?
Every build includes a post-go-live support window for bug fixes and configuration tweaks, plus git repository handover so your team owns the code. Ongoing maintenance, ERPNext version upgrades, and new features can be arranged as a follow-on engagement.
+Will this survive ERPNext upgrades?
Yes. It is delivered as a proper Frappe app with its own DocTypes, `hooks.py`, and scripts — not ad-hoc site customizations. That is exactly the structure Frappe supports across `bench update` and version migrations, and we document every extension point at handover.
Solicitar orçamento
Expense Claim & Reimbursement Pro
A build-to-order ERPNext app that turns employee expense reimbursement into a mobile-first flow — scan receipts with OCR, enforce per-category policy limits, route through multi-level approval, and pay out via payroll or accounts payable. ECOSIRE builds, installs, and supports it on your v15/v16 site.
- Custom `Expense Claim` extension with a mobile receipt-capture flow that attaches the image as a Frappe `File` and links it to the claim line for a full audit trail
- Background OCR pipeline via `frappe.enqueue` — Tesseract or a pluggable cloud vision provider extracts vendor, date, tax, and amount to pre-fill claim lines without blocking the UI
- `Expense Policy` DocType holding per-category spend limits, receipt-required thresholds, mileage rates, and per-diem rates, versioned and effective-dated
- Server-side `validate` hook that checks every claim line against the matching policy and records `Policy Violation` child rows visible to the approver in context