Expense Reports: Create for third party

[dom-madrid]

Feature Request

Allow creation of expense reports for other employees (unless I missed it, expense reports, can only be created by looged user).

Use case

Allow creation of expense reports by an employee for another one.

Suggested implementation

Add option to module's permissions : Create/Modify Expense Reports for other user.

Suggested steps

When creating expense reports, choose own or alternate user.

[atm-maxime]

Confirmed, whatever the permissions are, you can only create an expense report for yourself or one of your subordinates. Perhaps rather than create a new permission, we should also be able to create an expense report for one of the subordinates defined by the "expense report validator" field ?

[dom-madrid]

Unless I misundertood you, creating expense reports for subordinates seems unlogical... In a basic structure, the PA creates the expense reports for the supervisor or other employees not the way around. Approval then goes back to the defined supervisor of the corresponding employee.
Permissions should probably be more refined (Create/edit,...) by user groups (departments), rather then just create/edit for everyone.

[github-actions]

This issue is stale because it has been open 1 year with no activity. If this is a bug, please comment to confirm it is still present on latest stable version. if this is a feature request, please comment to notify the request is still relevant and not yet covered by latest stable version. This issue may be closed automatically by stale bot in 10 days (you should still be able to re-open it if required).

[tsaquet]

Hello ! We just hired someone to help us about different things, we wanted him to create expense reports for us and we found out here this is not possible. Is it possible to re-open this issue ?

[FlorentPoinsaut]

@eldy could you please confirm that this Feature Request is never implemented on Dolibarr? If so, could we reopen this issue and I will try to take the time to implement it.

[eldy]

The use case described is:
Allow creation of expense reports by an employee for another one.

It seems this is already possible with current version, depending on permission.

Do you think to something else ?

[FlorentPoinsaut]

You have the right use case.
It's possible only if the creator is higher in the hierarchy that is not the case for a management assistant.

[eldy]

You have the right use case.
It's possible only if the creator is higher in the hierarchy that is not the case for a management assistant.

So for a manager that need to generate expense report for users not under its hierarchy, tou can give hime the permission "Create expense reports for everybody"

[FlorentPoinsaut]

So for a manager that need to generate expense report for users not under its hierarchy, tou can give hime the permission "Create expense reports for everybody"

Oh! It's an advanced right. So I set the MAIN_USE_ADVANCED_PERMS const to 1 and I found this permission.
Thank you Eldy!