{"id":22062,"date":"2023-03-20T17:07:24","date_gmt":"2023-03-20T16:07:24","guid":{"rendered":"https:\/\/help.openbee.com\/administrators-guide\/"},"modified":"2026-05-13T09:39:23","modified_gmt":"2026-05-13T07:39:23","slug":"administrators-guide","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/","title":{"rendered":"Administrator&#8217;s Guide"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"Guideadministrateur-Int&#xE9;gration&#xE0;l'environnementtrue\">Integration with the Open Bee\u2122 Portal environment<\/h2>\n\n<p>The Expense Reports module is integrated into the Open Bee\u2122 Portal environment.<\/p>\n\n<p>You can give Open Open Bee\u2122 Portal users access to this module by setting permissions at the user role level.<\/p>\n\n<p>When activating the Expense Reports module, two new permissions appear:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"513\" height=\"51\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image.png\" alt=\"\" class=\"wp-image-14694\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image.png 513w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-300x30.png 300w\" sizes=\"auto, (max-width: 513px) 100vw, 513px\" \/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li><strong>Set up expense reports:<\/strong> This permission gives access to the administration of the Expense Reports module. It is recommended that Open Open Bee\u2122 Portal administrators be given this permission.<\/li>\n<\/ul>\n\n<ul class=\"wp-block-list\">\n<li><strong>Declaring expense reports: <\/strong>This permission gives access to the Expense Reports module and thus the possibility of declaring your expenses and expense reports.<\/li>\n<\/ul>\n\n<p><\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>The Expense Reports module is available only to full users and consultations.<\/p>\n<\/blockquote>\n\n<h1 class=\"wp-block-heading\" id=\"Guideadministrateur-Acc&#xE9;deraumoduleOpenBee&#x2122;Cycledevie\">Access the Open Bee\u2122 Notes de frais module<\/h1>\n\n<p>Once installed, to access the Expense Reports module, click on the icon <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273907939.png\"\/> at the top left to display the menu.<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Expense Reports<\/strong><\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"318\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-1-1024x318.png\" alt=\"\" class=\"wp-image-14695\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-1-1024x318.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-1-300x93.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-1-768x239.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-1-1536x477.png 1536w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/03\/image-1.png 1909w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p><\/p>\n\n<p>The very first time you access the Expense Reports module, a wizard launches to configure the essential information for the Expense Reports module.<\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Please note: once these elements are configured, they will no longer be editable<\/p>\n<\/blockquote>\n\n<p><\/p>\n\n<p><\/p>\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/essential-configuration\/\">Essential configuration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/go-to-the-configuration\/\">Go to the configuration<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/general-setup\/\">Configuration: General<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/configuration-validation-circuit\/\">Configuration: Validation circuit<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/configuration-accounting\/\">Configuration: Accounting<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/administrators-guide\/configuration-expense-archiving\/\">Configuration: Expense Archiving<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Integration with the Open Bee\u2122 Portal environment The Expense Reports module is integrated into the Open Bee\u2122 Portal environment. You can give Open Open Bee\u2122 Portal users access to this module by setting permissions at the user role level. When activating the Expense Reports module, two new permissions appear: The Expense Reports module is available [&hellip;]<\/p>\n","protected":false},"author":95,"featured_media":0,"parent":22160,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-22062","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=22062"}],"version-history":[{"count":5,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22062\/revisions"}],"predecessor-version":[{"id":38809,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22062\/revisions\/38809"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22160"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=22062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}