Zoho Creator - Expenses and Time Tracking Forms With Logins For Different Users
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- Proposals: 2
- Remote
- #1753945
- Awarded
Description
Experience Level: Intermediate
General information for the business: Land Surveying Business - Job Tracking Sheet
Description of requirements/functionality: We are a land surveying business and have migrated our job database from MS Access to ZOHO Creator. We have a ZOHO Creator Database where we input our quotes, track jobs that we do, sort invoices etc.
We currently use Harvest.com to track time and expenses for our employees. The time and expenses are allocated to projects that we input in to the system. Using both Harvest and ZOHO isn't great because they are 2 different systems. Ideally we need to have everything in Zoho.
Therefore... We need to produce in ZOHO Creator.
1 - Expenses form linked to the projects that we do (easy task)
2 - Time tracking form linked to the projects we do (easy task).
Important Features.
- We need to be able to give logins to our employees so we can ensure that they can only fill, view and edit there own expenses and time sheets.
- The timesheet / expenses format needs to roughly follow the Harvest format.
- Timesheet Format
Input 1 - Project Name
Input 2 - User / Employee Name (Could be Automatic so might not be nessesary)
Input 3 - Date in dd.mm.yy format.
Input 4 - Work type, I.E Travel Time / Survey Time / Office Time
Input 5 - General notes to add in.
Input 6 - Time in colon format i.e 1:25 (1 hr 25).
- Expenses Format
Input 1 - Project Name
Input 2 - User / Employee Name (Could be Automatic so might not be nessesary)
Input 4 - Date in dd.mm.yy format.
Input 5 - Expense type, I.E Car Parking / Toll Fee / Evening Meal / Mileage / Other / Train Fare
Input 6 - Expense fee (i.e how much the employee is billing).( For mileage it would be good to allow users to input the miles only and then automatically multiply by £0.45 to get the mileage owed). Harvest allows this!
Input 6 - General notes to add in.
Input 7 - Option to attach receipts (i.e Jpegs from cameras, PDFS etc) This might not be possible.
Timesheet Report
- We would like to break this down into a week by week view that is locked so each employee can only see their own one.
- Time sheet report should show total hours worked with break down into projects on each day. I.E Monday to Friday.
Expenses Report
- See timesheet report above! Please match features.
Extra notes:
Description of requirements/functionality: We are a land surveying business and have migrated our job database from MS Access to ZOHO Creator. We have a ZOHO Creator Database where we input our quotes, track jobs that we do, sort invoices etc.
We currently use Harvest.com to track time and expenses for our employees. The time and expenses are allocated to projects that we input in to the system. Using both Harvest and ZOHO isn't great because they are 2 different systems. Ideally we need to have everything in Zoho.
Therefore... We need to produce in ZOHO Creator.
1 - Expenses form linked to the projects that we do (easy task)
2 - Time tracking form linked to the projects we do (easy task).
Important Features.
- We need to be able to give logins to our employees so we can ensure that they can only fill, view and edit there own expenses and time sheets.
- The timesheet / expenses format needs to roughly follow the Harvest format.
- Timesheet Format
Input 1 - Project Name
Input 2 - User / Employee Name (Could be Automatic so might not be nessesary)
Input 3 - Date in dd.mm.yy format.
Input 4 - Work type, I.E Travel Time / Survey Time / Office Time
Input 5 - General notes to add in.
Input 6 - Time in colon format i.e 1:25 (1 hr 25).
- Expenses Format
Input 1 - Project Name
Input 2 - User / Employee Name (Could be Automatic so might not be nessesary)
Input 4 - Date in dd.mm.yy format.
Input 5 - Expense type, I.E Car Parking / Toll Fee / Evening Meal / Mileage / Other / Train Fare
Input 6 - Expense fee (i.e how much the employee is billing).( For mileage it would be good to allow users to input the miles only and then automatically multiply by £0.45 to get the mileage owed). Harvest allows this!
Input 6 - General notes to add in.
Input 7 - Option to attach receipts (i.e Jpegs from cameras, PDFS etc) This might not be possible.
Timesheet Report
- We would like to break this down into a week by week view that is locked so each employee can only see their own one.
- Time sheet report should show total hours worked with break down into projects on each day. I.E Monday to Friday.
Expenses Report
- See timesheet report above! Please match features.
Extra notes:
Tom A.
100% (9)Projects Completed
12
Freelancers worked with
11
Projects awarded
18%
Last project
29 Apr 2019
United Kingdom
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