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Best solution for Expense Reports and Time Sheets in SharePoint

Posted on 2014-03-17
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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.
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Question by:BobHavertyComh
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4 Comments
 
LVL 32

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.
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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?
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Jamie McAllister MVP earned 2000 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.
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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.
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