Search Knowledge Base Articles

Expense Print — How to Install

← Back to Expense Print overview

How to Install — Expense Print

Module folder: modules/expense_print/   Version: v1.0.0

Professional invoice-style printable expense voucher with PDF, signatures, amount in words and settings. Zero core file edits.

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly expense_print.

Step-by-step installation

  1. Upload the expense_print folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Expense Print and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Expense Print → Settings and save defaults.

Install notes from README

Requirements

ComponentVersion
--------------------
Perfex CRM2.3+ (tested on 3.x)
PHP7.4+ (8.1+ recommended)
MySQL / MariaDB5.7+ / 10.3+

No other Nasbix modules are required.

Installation

  1. Upload the expense_print folder to /modules/ (or Setup → Modules → Upload)
  2. Setup → Modules → Activate Expense Print
  3. Open an expense → Print Voucher or Download PDF
  4. Optional: Setup → Settings → Expense Print

A Receiver Name custom field is added to expenses on first activate (if it does not already exist). Fill it on the expense form; it appears as Paid To on the voucher.

Uninstall

Deactivate, then uninstall from Setup → Modules. This removes:

  • All module options (expense_print_*)
  • Any database tables named {prefix}expense_print_* (none in v1.0.0; future-safe)
  • The Receiver Name custom field created on install and its stored values

Expense records themselves are never deleted. If you pointed settings at an existing custom field you created manually, that field is not removed.

After activation — configuration checklist

  1. Go to Setup → Modules and click Activate.
  2. A custom field named Receiver Name is created on expenses (slug expenses_receiver_name).
  3. Optional: open Setup → Settings → Expense Print to set prefix, colors, and layout.

Official documentation — Installation

Installation

  1. Upload the expense_print folder to /modules/ via FTP or Perfex CRM Setup → Modules → Upload.
  2. Go to Setup → Modules and click Activate.
  3. A custom field named Receiver Name is created on expenses (slug expenses_receiver_name).
  4. Optional: open Setup → Settings → Expense Print to set prefix, colors, and layout.

Verify installation (checklist)

  1. Setup → Modules shows Expense Print as Active.
  2. Admin sidebar shows the Expense Print menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Expense Print → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

Did you find this article useful?

Related Articles