Creating a Expense Request

An expense request can be submitted by either a Foreman or a Construction Manager. However, only a Construction Manager has the ability to design an expense request. To create a new Expense Request, please follow these instructions:  

1. Navigate to Safety Management: From the main navigation panel on your dashboard, click on Safety Management.

2. Access Forms Section: Within the Safety Management menu, select Forms to access the form management functionalities.

3. Create a New Form:

   • Click on the + Add New button to start creating a new form.

   • Form Name: Enter a name for your expense request form in the provided text field.

   • Form Type: From the dropdown menu, select Expense Request as the type of form you are creating.

4. Select a Project:

   • Select a project: Choose a specific project from the dropdown list for which the expense is meant.

   • Alternatively, you can select the Select All Projects option if the expense request applies to multiple projects.

5. Add Section and Fields:

   • Section Name: Provide a name for your section; this will serve as the title or heading for your report within the form.

   • Add New Field: Click to add fields to your form.

     • Field Name: Assign a name to each field, such as ‘Name’, ‘Date’, ‘Description’, etc.

     • Field Type: Choose the type of input needed for each field (e.g., text, date, dropdown).

     • Required Toggle: Turn this toggle on if the field must be filled out mandatorily.

6. Automatic 'Amount' Field:

   • Note that the Amount field will be automatically added to your expense request form once the form is published. This field is used to enter the expense amount and will automatically adjust the project's budget once the expense is submitted.

7. Save the Form:

   • After setting up all the necessary fields, click on the 'Save' button to save the form.

8. Review and Use:

   • Once saved, your expense request form is ready to be used. It can now be filled out by authorized users to submit their expenses.

Types of fields

• Textbox: Allows you to enter text, such as names, email addresses, phone numbers, or descriptions.

• Radio Button: Enables you to choose one option from a set of alternatives.

• File Upload: Permits the uploading of files, including images and documents.

• Signature: Provides a space to draw your signature, ideally using a mobile device. Alternatively, a mouse can be used on a computer.

• Checkbox: Offers the ability to select multiple options from a list.

• Select: Presents a dropdown menu for choosing one or several options.

• Date Picker: Facilitates date selection via a calendar interface.

• Resources: Enables the selection of employees within the organization.

• Camera: Allows you to capture photographs, available exclusively within the mobile app.