Solved

Best solution for Expense Reports and Time Sheets in SharePoint

Posted on 2014-03-17
4
1,245 Views
Last Modified: 2014-03-17
Office 365 E3 subscription
We need to create expense reports and timesheets to be viewable in the browser, and also signable via a docusign app that we have bought to sign these sheets. I thought of using Infopath but it seems as though eventually that will be deprecated. So what is the best way to now do this? Excel? Custom SharePoint Designer form? If a custom SP Designer form, how would that be sigbned? Is their a good tutorial describing the correct tools to use and how to do this? I know that people do this all of the time so I am interested in how they choose to do this and how to implement it.
0
Comment
Question by:BobHavertyComh
  • 2
  • 2
4 Comments
 
LVL 31

Expert Comment

by:Jamie McAllister MVP
ID: 39934208
InfoPath is still viable as it'll be in support for years, and there's nothing to wholly replace what it can do.

Failing that, Access Services is a favored way to create forms based applications in O365 E3.
0
 
LVL 9

Author Comment

by:BobHavertyComh
ID: 39934219
Do you know anything about e signatures? We want to probably use docusign, and I know that app can sign word docs and spreadsheets, but can it sign Access and Infopath forms as they aren't really docs? I know there must be a ton of people who have created expense reports in Infopath and need them signed by an authority, so how do they do that or how does infopath support that?
0
 
LVL 31

Accepted Solution

by:
Jamie McAllister MVP earned 500 total points
ID: 39934234
I've researched eSignatures for use with Travel Request forms recently;

InfoPath has support for eSignatures OOTB, but only for Filler.

http://office.microsoft.com/en-001/infopath-help/digital-signatures-in-infopath-2010-HA010381868.aspx

http://www.infopathdev.com/blogs/mel_balsamo/archive/2009/03/02/electronic-signature-template-part.aspx

Your DocuSign guys can sign O365 'documents', which should work for InfoPath forms in a Forms Library;

https://www.docusign.com/solutions/microsoft-share-point-online

For Access Services, I have no information.
0
 
LVL 9

Author Closing Comment

by:BobHavertyComh
ID: 39934769
OK, thanks, I guess it is what it is. I tried the docusign app that works with excel spreadsheets, but when I tried to sign an infopath form it said it couldn't convert it to a pdf, and that is how docusign stores the signed docs on SharePoint. I guess I'll have to get with them for more info.
0

Featured Post

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This article will guide you to convert a grid from a picture into Excel format using Microsoft OneNote and no other 3rd party application.
When the confidentiality and security of your data is a must, trust the highly encrypted cloud fax portfolio used by 12 million businesses worldwide, including nearly half of the Fortune 500.
The viewer will learn how to use the =DISCRINV command to create a discrete random variable, use this command to model a set of probabilities and outcomes in a Monte Carlo simulation, and learn how to find the standard deviation of a set of probabil…
The viewer will learn how to use a discrete random variable to simulate the return on an investment over a period of years, create a Monte Carlo simulation using the discrete random variable, and create a graph to represent the possible returns over…

825 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question