Our client, Dearman, located in London, UK required an application in their Office 365 SharePoint environment that would efficiently manage their Expenses. The application was to be tailored to Dearman’s requirements to allow users to submit expenses for approval, which, once approved would be passed onto the Accounts team to be paid and closed.
Dearman previously had a mixture of Google forms and Excel work books they used for submitting Expenses, this process made reporting, usability and auditing difficult. They required an automated system that would automatically route Expenses to the appropriate Line Manager for approval, and then to the Accounts team for payment and close out. Due to the potential volume of the expenses, the Line Managers and Accounts would receive a daily digest / summary email informing them of items requiring their attention. Several views were required to enable easy and quick use of the application and facilitate reporting such as “Personal”, “Line Manager”, “Department”, “Accounts” and “To Be Paid”.