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Expense Tracker

By Salesforce Labs

Track Expenses Within Salesforce

Free  

Never requires payment

Try It
Business Need
Time & Expense

Let your employees file expense reports within Salesforce! This app supports filing expenses across different vendors and categories, as well as Manager approval processes, dashboards, and reports.

  • Expense Tracker Video

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Expense Tracker/Version 1.3 1.3.0
Listed On
09/19/2020
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/19/2020

Additional Details

Installation guidelines 1) After installing the latest package from AppExchange, go to setup and make sure you edit the Dashboard page to Home Page Default page which is shipped with the package. 2) With that change, you should be able to see the charts that you can use to visualize the expenses. 3) Make sure that your Orgs sharing setting is set to Private Only to make sure one user can not see the expense of the other. However, profiles with view all permissions can see all the expenses. 4) You need to add an approval process to use the expense approval feature. a) Search for Approval Process in Setup page. b) Manage Approval Process for : Expense c) Create new Approval Process → Use Jump Start Wizard d) Define approval process as the need of you organization and select approver for the reports. 5) You can also add actions using on Add Existing for Initial Submission Actions, Final Approval Actions, Final Rejection Actions and inside Approval Actions with the actions shipped with the package.

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Salesforce Labs

San Francisco, CA, USA

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