DoliSCAN - Notes de frais

Automatic synchronization

• Configurable automatic daily synchronization via scheduled task (cron)
• Import of expense reports from the DoliSCAN mobile application to Dolibarr
• Automatic download of PDF receipts and attachment to Dolibarr entries (DMS/ECM)
• Forced resynchronization of missing receipts
• Bidirectional synchronization of Dolibarr projects to DoliSCAN (keywords)

Professional expense management

• Automatic creation of supplier invoices from professional expenses
• Configurable mapping: each type of professional expense (fuel, meals, accommodation...) is linked to a Dolibarr supplier
• Automatic creation of "generic" supplier records if needed
• Automatic validation and payment recording (optional)
• Application of default payment methods configured on the supplier record
• List of supplier invoices linked to each DoliSCAN import

Personal expense management

• Automatic addition of personal expense lines to the user's Dolibarr expense report
• Configurable mapping of personal expense types to Dolibarr expense report entries
• Special capping rules for meals (meal allowance only, meal with client guest)
• Activation of special rules by user group

Advanced VAT management

• Automatic verification and correction of VAT / net amounts during import
• Support for French tax rules for fuel (VAT recoverable at 80% or 100% depending on vehicle type)
• Handling of receipts with inconsistent VAT data (switch to manual mode)
• Support for multiple VAT rates on a single receipt (meals)

Multi-entity support

• Compatible with the Dolibarr Multi-Entity (multicompany) module
• Each entity has its own DoliSCAN accounts, supplier mappings, and expense reports
• Multi-entity user mapping: the same user can have different DoliSCAN emails depending on the entity
• Dedicated diagnostics page to automatically detect and fix entity inconsistencies
• Super admin sharing mode or independent entity mode

User account management

• Automatic creation of a DoliSCAN account when creating a Dolibarr user (optional)
• Account creation directly from Dolibarr without going through the DoliSCAN server
• Synchronized activation/deactivation between Dolibarr and DoliSCAN (via triggers)
• Support for external users (optional)
• Each user can have a professional credit card in different banks/accounts

Projects

• Linking expense reports to Dolibarr projects
• Automatic synchronization of Dolibarr projects to the DoliSCAN mobile application
• Use of project label if the DoliSCAN code is empty (optional)
• Option to hide closed projects

Permissions and security

• 9 granular permissions organized in 3 categories:
  • Personal account: read, create, delete your own DoliSCAN account
  • My expenses: read, delete your own expense reports, download other users' expenses (administrator)
  • Administration: read, create, delete all user accounts
• CAP-REL adaptive firewall management (automatic unblocking procedure if your server is blacklisted)

Compatibility

• Dolibarr 11.x and above
• PHP 7.3 and above (compatible with PHP 8+)
• MySQL / MariaDB and PostgreSQL
• Support for France and Belgium (Belgian business identification numbers BCE/KBO)
• Interface available in French, English, and Spanish

Security

• Strengthened SQL injection protection: systematic escaping of all parameters and integer casting in all search methods (fetchAll)
• Correct initialization of all variables to avoid PHP 8+ warnings

Multi-entity

• Added entity field on DoliSCAN expense reports for better data isolation
• New diagnostics page to automatically detect and fix inconsistencies between entities (supplier invoices, expense reports, user accounts)
• New multi-entity user mapping: ability to configure different DoliSCAN emails for each entity of the same user
• Fixed entity errors during document resynchronization

Performance and synchronization options

• New option to skip resynchronization of already approved expense reports
• New option to skip resynchronization of already paid supplier invoices
• New option to skip resynchronization of canceled invoices
• Improved synchronization and flush process during import
• Forced receipt resynchronization with display of linked files
• Added SQL indexes to improve query performance

VAT

• Automatic verification and correction of VAT / net values during each import

International support

• Belgium support: handling of Belgian business identification numbers (BCE/KBO)
• Translation updates

Quality and reliability

• Static code analysis with PHPStan (level 5) and related fixes
• Additional automated tests (administrator connection, multi-entity)
• Improved technical log collection for easier diagnostics
• Fixed a bug in automatic reference numbering

Warning: Training and installation assistance for the module are not included in the price.

Warning: If you do not host your own DoliSCAN server, a subscription to the doliscan.fr service is required (and helps fund the development of the Dolibarr module, the doliscan.fr engine, and the smartphone application). Visit doliscan.fr for more information.