17-05-2012, 01:03 PM
Budget Approval System
budget approval system.doc (Size: 42 KB / Downloads: 25)
This project is aimed at developing a system by which the employees in the organization named Techno Solution can submit the bills to their managers. The bills could of various types and also of various amounts. The employee after submitting the bill will automatically provide the manager’s name to which the bill will be submitted. The bill will pass through a workflow process and the owner of the bill can view the status of the bill at any time.
Functional components of the project:-
User will log on to the application and the login will be based on the role of the user. The user will directly taken into ‘My open requests’, where the user can view the details of the request and can also view the status at which the request is.
The access to the system will be based on the roles. The roles will be based on the type of department the user belongs to. Details are:
o Any user can create a request by login to the system, the parameters for creating the request will be
Name of the user (should be defaulted from the login)
Dept of the user (should be defaulted from the login)
Type of the bill being submitted (e.g., telephone bill, electricity bill , medical bill etc)
Amount of the bill
Date of expense incurred
Whether the request is supported by the bills
Whether the bill amount should be credited to the user account in the bank
Bank name, address and account number
Any other mode by which the user will want to get the payment
o The manager of the user should be able to view the details of the request but cannot modify the details entered; he can either approve the request or reject it. Every time he performs and operation the approver has to write the comments for the same.
o Finance Manager – there will be number of finance managers and each finance manager will be responsible for 1 or 2 departments. Users in this role can only close the application, they can only view the requests and after crediting the amount to the request creator the request will be closed by the finance manager
The workflow process would be
o User creates the request
o Request is send to his manager, this should be done automatically. A message should be sent to the manager and also the request creator with the details of the request.
o Request creator should be able to recall the request from manager, if the request has not been acted on else it cannot
o User if not sent to requestor can cancel the request altogether as well
o User can save the request in draft mode without sending to the approver
o Manager of the concerned request creator can view the details of the request but cannot modify.
Request once approved by the manager is sent to the concerned finance dept manager
If rejected the request is sent back to the request creator.
Finance manager after receiving the request has to credit the user account and has to send the request to the creator with proper comments as appropriate.
Now the creator will close the request after the amount has been credited to the creator.
Screens should also be provided to the administrator of the system to create the employee as well as their manager
Admin should able to maintain and create the employees and the manager and there details etc.