Plumbline Proven Solutions  Enhance Expense Entry and Approval Process

Plumbline has developed three customizations to help make managing project expenses a little easier:

PPS107 - Fixed Header/Columns within the Expense Entry Screen in Business Portal.  Do you get frustrated with the data entry process within the Business Portal Project Expense Entry page?  This solution modifies the page to have a fixed header and columns, providing simplified data entry and it allows users to confirm the corresponding data and required fields without scrolling.

PPS119b - Project Expense Report Approval Delegation. With this solution, if the person who normally approves the expense reports in Document Approval is not available, their manager can set themselves as the Approver. The manager is then able to go into the Document Approval page and approve the expense reports. 

PPS123 - Business Portal Project Center Expense Report Attachments. When a user is filling out their expense reports there is a need to store the receipts electronically and also associate them with an expense report. This Proven Solution allows the user to upload electronic documents while entering their expense report details. The documents will be stored in SharePoint with a defined security structure to ensure confidentiality.  Approvers will be able to view these attachments when approving the document through a link to the folder containing the items.