Module Tickets Perfex Crm -- 2

Perfex Crm has the "Tickest" module where it is possible to manage tickets opened by customers through the customer panel, between the employees themselves and also through email, where it is possible to configure an email account such as hello@mycompany and the system will convert all emails received there into tickets.

What do I wish?

I would like to improve and adapt this function to my needs. I want to create an email invoices@mycompany, where the system should read these emails that contain pdf files and can convert this to expenses within the projects I have in progress.

How is this supposed to work?

The system should place these invoices in a list where there should be two options Approve or Disapprove

Approve: Once this option is selected, the system should list the option of projects that I have in the system and, when choosing an option from the list, convert it into expenses within the work. The same should be recorded in a folder (menu) approved expenses so that I can consult in the future.

Disapprove: In this option, the system should send disapproved expenses to a folder (menu) so that I can consult them in the future.

In both cases I want the option to delete or edit the expenses that the system automatically registered.

What information should be displayed on the evaluation form?

The name of the supplier;
Invoice number;
Date of expense;
Expense reference;
Total amount of expense.


What information should the system read from the PDF/Email?

The name of the supplier;
Invoice number;
Date of expense;
Expense reference;
Total amount of expense.

This information must be filled in automatically in the standard perfex crm form and also included if you have the pdf file of the expense.