CQPIM Project Management – Suppliers &amp Expenditures Add-On (Add-ons)

CQPIM Project Management &#8211 Suppliers &#038 Expenditures Add-On

This add-on for the CQPIM Core Plugin enables you to add suppliers and expenditures inside CQPIM.

The plugin calls for CQPIM Core v3.two.1 or larger.

Having Began

To set up the plugin, initially make positive you have CQPIM three.two.1 or larger. Upload the zip file by means of WordPress and Activate the plugin.

To configure the plugin, go into the CQPIM Settings web page and click on the Suppliers / Expenditures tab.

Suppliers

  • Handle your suppliers by means of CQPIM and track month-to-month spending with suppliers

Expenditures

• Track expenditures from group members
• Assign expenditures to projects to show profit right after charges
• Force admin authorisation of expenditures
• Upload receipts / invoices to expenditures

Authorisation

The plugin has a function that can be activated which calls for group members to request admin authorisation on expenditures, or just these that are more than a particular worth. If this function is active, the use raising the expense will be prompted to request authorisation.

This will send an e mail to any user who has permissions set to be in a position to authorise expenditures and will supply a hyperlink for them to view the expense and authorise / decline it.

How does it tie in with CQPIM Core?

The plugin impacts many components of the core plugin. On the admin dashboard, it will add a new information set to the earnings graph that also shows expenditures per month, so that you can see total profit per month at a glance.

It adds a metabox to the group member admin web page that shows their expenditures and a graph to see month-to-month spending.

Since expenditures can be assigned to projects, it will show new metaboxes in every project that show linked expenditures and will also add these expenditures to the Project Financials table to show profit right after expense deductions.