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Expense Print — Quick Start Guide

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Quick Start — Expense Print

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

5-minute Quick Start

Follow this short path the first time you use Expense Print:

  1. Activate — Setup → Modules → activate Expense Print (run Upgrade if prompted).
  2. Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
  3. Settings — Open Expense Print → Settings and save company defaults, prefixes, and integrations.
  4. Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
  5. First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
  6. Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.

Full how-to guide (from module package)

The steps below come from the module author's printable guide — follow them in order for best results.

HOW TO USE — Expense Print v1.0.0

Author: Nasbix Technologies

For Perfex CRM 2.3+ (3.x recommended)

1. INSTALLATION

1. Upload the "expense_print" folder into your Perfex CRM /modules/ directory

(FTP / cPanel / Setup → Modules → Upload).

  1. Log in as administrator.
  2. Go to Setup → Modules.
  3. Find "Expense Print" and click Activate.

5. On activate the module:

- Registers settings options

- Creates a "Receiver Name" custom field on expenses (if missing)

- Sets installed version to 1.0.0

2. QUICK START (PRINT / PDF)

  1. Go to Accounting / Expenses (or Finance → Expenses depending on your menu).
  2. Open any expense record.

3. On the expense preview you will see:

- Print Voucher

- Download PDF

  1. Click Print Voucher → branded HTML voucher opens (print dialog can auto-open).
  2. Click Download PDF → TCPDF voucher downloads.

Tip: The built-in "Print" action on the expense is redirected to this voucher

when the module is active.

3. RECEIVER (PAID TO)

  1. Edit the expense form.
  2. Fill the "Receiver Name" custom field.
  3. It appears as Paid To on the voucher.
  4. If empty, the module falls back to expense name, then customer company.

4. SETTINGS

Path: Setup → Settings → Expense Print

(or click Settings on the module row in Setup → Modules)

Available options:

  • Open print dialog automatically
  • Show amount in words
  • Show receipt image on voucher
  • Show Authorized By signature line
  • Show notes
  • Show creator email and phone
  • Replace default Perfex CRM expense PDF (including bulk PDF export)
  • Voucher number prefix (default: EXP)
  • Accent color (hex)
  • Receiver custom field slug
  • Footer text (optional)

5. PERMISSIONS

  • Printing uses existing Expenses permissions (view all, or own records).
  • Settings require Perfex Settings permission.
  • Administrators can always access both.

6. UNINSTALL (CLEAN REMOVAL)

  1. Setup → Modules → Deactivate Expense Print.
  2. Click Uninstall.

Removed automatically:

  • All expense_print_* options
  • Any {db_prefix}expense_print_* tables
  • Receiver Name custom field created by this module + its saved values

NOT removed:

  • Expense records
  • Expense receipt attachments
  • Perfex core files

7. DOCUMENTATION

Open documentation/index.html from the package in any browser.

Support: CodeCanyon item comments (6 months from purchase).

Include: purchase code, Perfex version, PHP version, module version.

Related: How to Install · Features · FAQ & Tips

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