Hi All, I have received following email from Sharan (Foga) and I post it here to share it with you for your insights and feedback.
Regards, Pierre Smits *ORRTIZ.COM <http://www.orrtiz.com/>* Services & Solutions for Cloud- Based Manufacturing, Professional Services and Retail & Trade http://www.orrtiz.com ---------- Forwarded message ---------- From: Sharan Foga <email address removed> Date: Tue, Apr 29, 2014 at 6:08 PM Subject: Expense System Comments To: "Smits, Pierre" <[email protected]> Hi Pierre I've taken a few looks at the Expense System - it looks pretty good. I tried a few things on it and have some comments below. *Attachments* You dont have any attachment functionality. In a few places I've worked we had to scan paper receipts or send copies of electronic receipts with our expense claims. The company said they would do random checks to ensure the receipts sent matched what was being claimed on the expense report. It was supposed to deter people claiming amounts but not having any receipts. *Expense Product Categories* I see that you've split them out into some example categories. I've never seen Breakfast, Lunch and Dinner split out into separate ones before - this is normally just a generally "Food" or "Meals" as this would cover anything you eat such as snacks too. You also have "Hotel Stay" and this is generally "Accommodation" whether it's a hotel, Bed and Breakfast, Hostel, Pension etc. *Expense Report Currency and Expense Report Total* The person making the expense claim will be paid in one currency - even though they might travel and spend money in other currencies. This means that at some point the expense report will need to convert everything they have claimed into the currency they will be paid in. e.g. If my salary is paid in Euro and I spend Czech Crowns, my expense report should be able to show me what I will be paid in Euros for the Czech Crowns I spent. I should be able to either enter the exchange rate manually or the company may have a valid exchange rate for paying employee expenses. Either way it means that a simple calculation could be put in place so that you can total the complete expense report. (I see at the moment there is no Grand Total for the Expense Report because of the multiple currencies). *Possible Precalculations* Some of the fields could be pre-calculated - based on the values entered because there are no receipts, they havent paid anything - this is just an allowance. Daily Allowance Total = Allowance Rate * Number of Days Km Allowance = Allowance Rate * Number of Kms *Problem Editing Expense Item* I did come across a minor bug. I entered a new expense item, then went back to try and edit a previous expense item. The system would only display the last item I created not the actual line of the expense item I clicked on. *Generate PDF* You have a minor typing mistake on the screen it says "Genereate" instead of "Generate". I generated the PDF using the Traveler user and got some errors. I'll try and attach the PDF to this email if its not too big. Let me know if you want to look at anything else or retest anything. Thanks Sharan
