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Expense Entry and Approval 2007
@Pak™ Expenses Summary @Pak Expense Entry and Approval uses InfoPath 2007 templates to track expenses from entry through approval. Expenses can be charged against any number of User defined Projects, Tasks, Departments, Locations, Cost Accounts, etc; all maintained in the SQL database. Expenses are assigned a distinct Reference number that can be used to retrieve related information quickly.
 Expenses can be entered as they occur and remain ‘Open’ until they are ‘Submitted’ for Approval. After submission, the expenses can be reviewed and ‘Approved’ or ‘Rejected’. Rejected expenses can be re-opened by the submitter for correction and resubmission. Templates for entering expenses and approving expenses can have different security roles.
Application Uses:
Contractors; Sub-Contractors; Vendors, Suppliers, Time Accounting, Project and Task Labor Tracking; MRO, Expense Reporting by Project and Task Intranet, Extranet and Internet All templates in this @Pak come in two versions and have identical features and functions. The Network Version can be deployed to a shared network location or a SharePoint site. The Web Service version accesses the database remotely using a Web Service. This means that all Employees, Suppliers, and Vendors see the data the same way regardless of how and where the templates are deployed. Filters and Selections Unlimited rows can be maintained in the database but you do not want all those rows in a view. Rows can be selected using Smart filters by Vendor, Reference Number, Expense Date, Project, Tasks, Location, and Department etc. This makes selection easy and fast! Example: List top 10 Expenses Reports for Vendor ‘ACME’ in descending order by Expense Date. What is included in the @Pak? 30+ InfoPath Forms- Expense Entry
- Expense Approval
- Expense Entry – Web Service
- Expsense Approval – Web Service
- Templates for Help Text, Error Handling, Lists, Roles, Security, etc.
100+ SQL Stored Procedures - Stored Procedures for all table maintenance in the database
- Queries for data retrieval
20+ SQL Reporting Services Reports- Reports by User, Reference Number, Project and Task
- Reports by Status; Open, Submitted, Approved, Rejected and Closed
Technical Requirements: InfoPath 2007 Object Model – Full Trust
SQL Server 2005 Database and Stored Procedures
SQL Server 2005 Reporting Services Reports
Managed Code (VB.Net or C#.Net)
Documentation: - @Pak Application User’s Guide
- @Templates Developer’s Guide
- @Templates Deployment Guide
- @Templates Installation Guide
- @Templates Modification Guide
Unlimited User License Fee: $ 3,000 USD
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