You are viewing limited content. For full access, please sign in.

Question

Question

Need some advise on designing a process on Expenses Claim

asked on June 13, 2017

Hi Guys,

 

I would like to create an expenses claim form for the employee who travel to oversea frequently. This claim form will need to have currency exchange rate (this rate will be managed by finance department) as an automated process. At the end of the form process, the user will be notified the total claim amount after converted rate.

 

Does anyone have any ideas on how i can design this form?

 

Thank you.

 

Jason

 

 

0 0

Replies

replied on June 14, 2017

I would start with creating a DB table to hold the daily exchange rates.  You would have to create a process to update that table daily and I would use fixer.io to get the rates.  Then in your forms process or Workflow, you can have a lookup to lookup the rates and calculate the exchange total for each expense.

0 0
replied on June 14, 2017

If the Accounting department is controlling the rates, then have you employee form which they will add the expense line items and Foreign Currency. Have the form submitted and sent to Accounting for review, Accounting will have additional fields to add the currency exchange rates, which will convert to Local Dollars. When Accounting submits/Approves the document, use an Email event to Send the Approval and Revised Expense number back to the submitter. 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.