Small Expense Manager Website/Application (compatible with mobile: Responsive)
The Web application must be able to do the following (Overview)
• User management (create, modify, delete) *Only Admin can add/delete users
• Admin Control (User permission, can access every users "view", activity log, etc.)
• Expenses Management (create, modify, delete)
• Expenses must be filtered by year and month
• 5 possible expenses category (Mileage, Food and entertainment, Car rental, Flight/Hotels/parking, Other)
• Admin must be able to change the taxes calculation expression for each expenses categories/province combinaison
• User can add files/images to expenses
• Dashboard (overview) of expenses by month, category, date, etc.
• Dynamic options to generate a report
• Print/Export to PDF for the expenses Summary report and detailed report
• Must be compatible on Chrome, FF, Safari and latest version of IE (8-9-10) *not necessary perfect on all
• Must be responsive to offer the closest feeling to a native app on mobile devices
• Designed for people that are not necessary tech-savvy
• Well documented / commented code
• Offer an English and french option *Or offer some easy way for us to implement that
• Preferred coding language: HTML(5), CSS(3), PHP, JQuery, MySQL *Open to suggestions
• Must Ideally work on a standard WAMP/XAMP installation
• Obviously it must be secure (login, password, file upload, etc.)
• Minimalists and clean design
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Details
Views
• Login view (email and password fields, connect button, company logo, language, forgot password link)
• Register view (admin). Fields: email, first name, last name, company (ddl), Province/State (ddl), language (ddl), Kilometer rate, password (2x), create.
• Main view (Users): Manage expenses, Expenses dashboard, Manage Settings, Print Report, Help, Logout.
• Manage Settings view: User Profile and Data lists
• User Profile: the user can modify his information (name, company, profile pictures, etc.)
• Data Lists: user can create or delete -> clients, citites, other place, Rental cie, trip locations, restaurants. *Data accessed by autocomplete field.
• Help view: Only usefull links and contacts
• Print/export report: convert into pdf/ print a summary of x month and details of every expenses in a nice and easy to read format.
• Expenses Dashboard: - Overview of the expenses for x period and filtered by months, years, categories, employee (only for admin/Boss).
- Detailed list (Data table) of the expenses for x month and y year. (Date, Category, Description excerpt, amount, edit, delete)
- Admin view must have global stats by employees.
• Manage Expenses view: Button for each expense category and same detailed list as in expenses dashboard
• Mileage view: Date (datepicker), From (Auto-complete), To (Auto-complete), Distance km (auto-fill if the from and to combination already exist), kilometer rate (with default value, guests/clients (must be able to add multiple guest)(auto-complete), Province (ddl with the default value of the user), Description, upload file/image.
• Meals view: Date (datepicker), place (auto-complete), guests/clients (same as mileage), total, province, description. upload file/image.
• Car rental: Date, place, total, province, description. upload file/image.
• Flights: Date, place, total, province, description. upload file/image.
• Other/Miscellaneous: Date, place, total, province, upload file/image.
* All new places and guests entry must be added to the Data list and MySQL database.
* Bonuses: Overview of expenses on a calendar for the months. Pie charts for the admin to see. Suggestions. Nice design
For further details don't hesitate to contact me,
* This project has a previous version doing pretty much everything mentioned here except the dashboard part. I will be able to show you the old version (badly coded, and with some bug, but still useful to get the idea!)