I need to automate a submission of business credit card activity reports from multiple users to the accounting department. There is an Excel file from the credit card company with multiple lines for various purchases. Users need to fill out the budget line column and submit this to the accounting.
I am trying to find a way how to allow them to achieve this in SharePoint 2007 Enterprise.
The way I envision it is that they open some form (Infopath, SharePoint list, web form etc.), paste the records from the Excel file, fill out the budget lines using the predefined values and, optionally, identify the person who they are doing it for (assistants for their bosses).
One of the challenges to this process is that for what the accounting department considers a one record (monthly statement), there are multiple transactions, so, ideally, it has to be a relational database where all of this is going to be saved.
Next challenge is the approval process but it should be the next step.
Thanks for any ideas!