We will start by create a new Custom list. This list will contain the line items for the expense report. It will hold the manager for the department We will start with a regular Custom list and just add one column of type Person or Group and call it Manager. It will then be used as a lookup source for our Department column in the Expense Reports list. This list will contain the various departments our employees belong to. In SharePoint, our data is stored in lists, so we will need several lists for our Expense Report soluition. So let's start! I will be using the Office 365 add-in version of Ultimate Forms, but you can do exactly the same on premises as well. Our finished form will look something like this: Once the expense report is approved or rejected, the employee is notified.For extra credit we can even implement email-based approvals! Manager will receive a notification in email with a link to the expense report. Manager for approval is automatically determined by selecting the appropriate department.Summary is automatically calculated based on the line items.The line items can be added directly within the New form of the expense report, no save is necessary to start adding the line items.Some of my information, such as my name, will be automatically pre-filled. Being able to create a new expense report.I will be using our product, Ultimate Forms, to add the necessary extra on top of regular SharePoint lists to make sure the process works exactly how I need it to work.īasically, we will be implementing the following: In this blog I will provide you with step-by-step instructions on how to build a real life expense report, complete with an approval stage. For instance, multiple line items within the expense report or dynamic routing (when the approver is set dynamically based on the department) are certainly challenges that might have you scratching your head. However, it's not always easy to build something slightly more advanced. SharePoint out of the box is a great starting point for many business solutions and a lot can be done using SharePoint Designer or custom development. It's a great collaboration platform that is designed from the ground up to handle data and processes in shared, multi-user environment, while still preserving the necessary security restrictions. You would not believe how many places, even today, still use pen and paper, Excel or Word documents! Not everyone has the skills and the knowledge to build a robust modern solution for this common need.īut with SharePoint it's all so much easier. You want to be able to quickly and easily report your business expenses and then route the form for approval. Manage your employee courses, registrations and feedbacksģ step company vehicle reservation processĮxpense Report is one of the most common forms that almost any organization needs. Manage reservations of conference rooms and other resources Manage employee leave requests and approval Get reimbursement for your business expenses Regulatory Read and Sign process for standard operating procedures Internal company help desk with knowledge base Multi-stage process of candidate evaluation and hiringĬreate, manage and print sales quotes from a SharePoint list Manage and track customers, projects, tasks and work hours
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