How to integrate with Expense Manager

To integrate Paper Shape and Expense Manager you will need to have installed the following:

  • Paper Shape Extended version
  • Expense Manager
  • Paper Shape - Expense Manager - Integration

The last one is a plugin that you can find in the download files for Paper Shape.

Please, proceed to download and install the two compenents and the plugin and enable the last one.

Configure the Paper Shape - Expense Manager - Integration plugin

This plugin is the core plugin for the integration, and it is responsible for creating expenses when necessary.

Once the plugin is enabled, each project will have a card with a generate expense button which when clicking on it, you will be prompted a modal window to create a new expense for the project.

Expenses list

New expense form

Once you have an expense created, you will see it in the expenses list of each dashboard. In a project dashboard you will only see the expenses of that project, however, in the main dashboard you will see the expenses of all projectse

Note: In order to see the expenses in Paper Shape the users must have permissions to use Expense Manager. This permissions can be edited in the EM ACL options.