Guide: Go on business

Welcome to the user guide for the Go on business in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Go on business

Step 1. Go to Leavemenu under Timesheets & Leavemodule from the left sidebar-> click on the Apply For Leavebutton.
Step 2. In the Apply For Leavepopup, fill in the following details: 1. Enter the Subject2. Select the type is Go on business3. Click on the According to the plan4. Enter the Used toand Amount of money5. Enter the Request date6. Enter the Advance payment reason7. Enter the From Dateand To Date8. Select the Follower9. Enter the Reason10. Upload theattachment file.
Step 3. Click on the Savebutton
Step 4. Approve this request.On the timesheet, show the symbol Bfor business trip
Step 5. Convert to expense
Step 6. In the Add new expense popup, select the Expense Categoryand click on the Savebutton

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Go on business

Guide: Go on business

Go on business

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