Expense management with multiple approval

Stl_Dilip · 04-29-2022 06:57 AM

Hi Team,

Would like to know can we have an app which can collect data /expenses details from employees and approved by their manager and then by Hr and finally it goes to Finance team for disbursement fortnightly.

Can you support in getting on the multi level approval demos / app

Rafael_ANEIC-PY

Hello @Stl_Dilip, it can be done, but you're gonna need some stuff to get it working:

1- An user system for separating roles for each user an giving permissions
2- A data structure that allows the users to upload their data as well as storing all the approvals required
3- Probably a virtual column for updating the status of the requests based on the presence or lack of approval from the different operators
4- Slices, lots of slices.

Ryan_Mortimer

We were typing in tandem 😉

I think for the purpose of solid data, in my experience, a non-virtual column for status fields is best - that way you can avoid double designation.

Ryan_Mortimer

This is very easily done.

Depending on how you want to achieve it, here is my initial thought.

User creates an entry on the table, there is a hidden/non-editable column that is automatically set to “PENDING” (for example)
These entries are shown in a slice called “Pending”
Then, an action button is visible to the person who can approve this. They click the button to approve, and it changed that status to “1st APPROVAL” or something
repeat the process as many times as required
the final stage can then email/we hook to accounting software, etc.

you can also add email, sms, we hook notifications for every step of this VERY easily.

I can elaborate on this a lot more if you need.

Rafael_ANEIC-PY

Indeed, but I do like VC for status checks, it works well when you have certain conditions that must be met in order to allow/block other functionalities hehe

Ryan_Mortimer

Of course,

But in this use case, I believe it’s simpler to use either an ENUM or just a hidden text field.

create a master user table with permission column with values such as “Entry”, “Stage1”, “stage2”, etc.

button push 1 = STATUS1
slice = rows with STATUS1
Button push 2 = STATUS2
slice 2 = rows with STATUS2

Then create a view for each slice, set the view permissions to the relevant status

Set the same view permissions to the relevant action buttons

Incredibly simple, no need for really any VC’s and is easy to audit/bulk process in the backend or on sheets with values visible.

Stl_Dilip

Hi Ryan,

Can't we kept it simple with user updating.

1- the header for expenses name.

2- the user adds the details of expenses.

3- Amount of expenditure

4- submit for approval

5- apporver one approves it goes to second approver

6- finally it's goes to finance team for disbursement

Ryan_Mortimer

That is exactly what my solution would achieve.

which part of it did you feel wasn’t simple?

Regardless, you are going to need a status column that determines the progress of the reimbursement.

PS: i have built many apps that include this, as well as ones for purchase orders and work orders so the more info you can provide the better help I can try to offer.

Stl_Dilip

Need demo to understand it better was how to achieve that.

Ryan_Mortimer

lets start one by one, and ignore the user permissions for now.

Data structure:

setup a table with the information you want to include and be approved
make sure to include a column that is called status (column type can be either ENUM or text)

Slice Setup

Create a slice, with the condition of [Status] = “STATUS1”
Create a slice with the condition of [Status] = “STATUS2”
Create a slice with the condition of [Status] = “Approved”

let me know when you are complete with this, and I will happily steer you in the right direction from there.

Next Up:

Views
Approval Actions
User Permissions

Stl_Dilip

Would like to create like this https://www.youtube.com/watch?v=kG2NQ3IdiI4

Ryan_Mortimer

So are you asking for step-by-step instructions or for someone to build this for you?

Stl_Dilip

Step by step solution