Build a tool for tracking expense reports—
coding optional

The Expense Tracker starter kit enables you to easily create an application that helps generate and track expense reports for employees. The application includes the basic data tables for employees, expense reports, and expense items along with screens for creating, viewing, and maintaining the data. The expense report software can be modified to add functionality for your institutions if necessary.

Add users manually or automatically

The first step in using this application is to add users. Employees can be added to the application either by an administrator using the ManageEmployees task, or automatically the first time the employee uses the application. Once the user is defined, the default My Expense Reports screen will appear when he or she enters the application.

Create, review, and submit expense reports

From the My Expense Reports screen, employees can add new expense reports or review and submit existing reports. To create a new expense report, they simply click on the Create Expense Report button; this will bring up the Create Expense Report screen, where data about the expense report is entered. Individual line items can then be entered either directly in the table or by clicking the plus symbol in the Expense Line Items table. When the expense report is complete, the user clicks on the Submit To Manager button. This will change the status to “Submitted.” A similar screen is used for editing existing line items.

Expense report oversight for managers

There are also screens for viewing all submitted expense reports for a manager’s team and all reports. You may wish to add your own business rules limiting access to these screens. Selecting an expense report from this screen will bring up the report details, along with buttons to either approve or reject the report.