Expenses System

Expenses System

November 1, 2017

– Written in C# ASP.NET using an MS SQL database, can be hosted in Azure – Desktop and mobile friendly

– User system, login using Office365 account (OAuth2)

– Support to install the completed application in our infrastructure will also be required.

Project page:

• User can create a project, a project has a title, customer name, email, phone, PO number, number of days

• Projects listed in orderable table displaying title, time consumed, status (statuses: not started, starting DDMMYYY (if time for the project is in a calendar but the project hasn’t started), in progress, completed DDMMYYY – status is based on calendar bookings against the project)

• User can view existing projects to see a horizontal calendar of when the project is booked in and who with (Gantt calendar, dates on x axis, assigned users on y axis), how many days are booked, how many days are completed and how many days are unassigned

Calendar page:

• User presented with a calendar of the current month and can scroll forwards/backwards through months, calendar displays what events occurred (or will occur)

• User can click on calendar and assign an existing project (or create a new project in-place) to run for X days (event is added to calendar on working days, skipping weekends and holidays)

• Calendar days have background colours – white = no event, grey = weekend or bank holiday (bank holidays stored in a table in the db), orange = event in the future or unconfirmed, green = event occurred and may be invoiced

• User can click on any event today or in the past and “confirm” the event occurred, which changes the event colour to green

Expenses page:

• User can create an expense claim. An expense claim consists of: project (optional), ability to upload images (jpg, png, gif, pdf) of receipts (one or several), ability to add an unlimited number of expenses to the claim each with a date, an amount, a category (e.g. travel, accommodation, subsistence etc.) and whether the expense is billable

Admin users:

• Standard users may only view their own assigned time, admin users may view everyone’s assigned time

• May specify date range and download a zipped file with a word or pdf report displaying what projects and expenses have been performed in the timeframe

• May specify date range and download a zip of all expenses within that range containing a folder for each user, containing a folder for each expense claim, containing all attachments and a pdf or word file of the claim

• May manage other users – i.e. list emails allowed to login, manage which of those are admins

 

Demo Links:

–   http://expensesys.typhoonoffice.com/

– Username : admin
– Password : 123123

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