Option to update cost in existing expense
Allowing users to apply new costs to either existing expenses or only future ones in Expense Categories
STORY BEHIND THE FEATURE
ODOO BEHAVIOR
CLUEDOO BEHAVIOR
Cluedoo introduces an Update Existing Expense button within Expense Categories. This feature allows you to choose whether to apply the new cost to all existing expenses linked to the category or limit the change only to new expenses moving forward. This added flexibility helps control expense updates based on specific needs or policies.
MODULE +
CLUEDOO RECOMMENDATIONS
Install on 100% of the database.
HOW TO USE THIS MODULE
1. Go to Expenses > Configuration > Expense Categories > New or choose an existing one > Fill in the necessary information > Save | |
2. My Expenses > New > Fill in Description and select Category > The Unit Price and Total will be updated automatically > Save | |
3. Head back to Expense Categories and change the cost > Decide whether you want to update existing expenses or not > Save If you do not check, only new expenses will have the updated cost. If you check, all the existing and new expenses will have the updated cost. Note that the cost can only be changed in existing expenses that have not been submitted to the manager yet. | Update Existing Expense not checked: Update Existing Expense checked: |