Your personal information, such as name, email, department and manager name, are entered automatically from the Active Directory. (on premises only)
- Different categories of expenses are color-coded for clarity.
- All totals are calculated automatically.
Manager is notified automatically once a report is submitted.
- All submissions and decision are electronically signed (on premises only)
- You can optionally fill out reports for other people in their name.
Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.
New expense report
Create new expense report as list item
Add line item to the report
View report details
View report list
All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.