Budgeting System with Invoice Tracking, Approval Workflows, and Customizable Demand Forms
Budget: $250 – $750 USD
We are looking to develop a comprehensive budgeting system to manage our yearly budget, track invoices, handle approval workflows, and monitor contract expiration dates. The system will have the following core features and functionalities:
Key Features:
Budget Management:
The system will track allocated budgets and actual expenditures in real-time, showing total consumption and remaining budget for the year.
It should allow the creation of demand forms (budget requests) that can be submitted for approval.
Approval Workflow:
The demand form will go through an approval process involving different levels of hierarchy (e.g., Section, Department, Directorate).
Each group will only be able to see the demands that belong to their respective group. For example, a Section should only see demands assigned to it, and the same goes for Departments and Directorates.
The system should allow customization of the workflow to fit organizational needs.
Invoice Tracking and Reminders:
The system must track invoices, marking them as paid or pending, and send reminder notifications to ensure timely payments.
It should also track contracts and notify users when they are about to expire, helping maintain control over contractual agreements.
Customizable Demand Form:
The demand form should be flexible, allowing the addition of custom fields to capture specific data as needed.
The workflow and notifications should be easily configurable to suit the specific requirements of different departments.
Dashboard and Reporting:
A dashboard should be created to visualize the following data:
Total allocated budget vs. total consumed.
Upcoming demands and their status.
Invoices and contract expiration alerts.
This dashboard should provide an easy-to-understand overview for managers and decision-makers.
User Roles and Permissions:
The system should allow role-based access, ensuring that only authorized users can view, approve, or modify specific demands.
Different levels of access for Section, Department, and Directorate will be required.
Single Sign-On (SSO) Integration:
The system needs to be integrated with ADFS SSO for seamless user authentication and security.
Ease of Use and Customization:
After development, the system should be easy to use and customizable through a drag-and-drop interface, allowing non-technical users to configure demand forms, workflows, and notifications.
The user interface should be intuitive and simple, reducing the need for extensive training.
Deliverables:
A fully functional budgeting system with the features outlined above.
A responsive user interface that is easy to navigate and customize.
Integration with ADFS SSO for authentication.
Documentation for configuring demand forms, workflows, and notifications.
Support for any bugs or issues for a reasonable period after project completion.
Skills Required:
Strong experience in web development, especially in building complex systems with workflows and user roles.
Knowledge of budgeting and invoice tracking systems is a plus.
Familiarity with ADFS SSO integration.
Proficiency in database design for tracking budgets, invoices, and contracts.
Experience with creating customizable forms and drag-and-drop interfaces.
Strong attention to detail and commitment to delivering a high-quality user experience.
Key Features:
Budget Management:
The system will track allocated budgets and actual expenditures in real-time, showing total consumption and remaining budget for the year.
It should allow the creation of demand forms (budget requests) that can be submitted for approval.
Approval Workflow:
The demand form will go through an approval process involving different levels of hierarchy (e.g., Section, Department, Directorate).
Each group will only be able to see the demands that belong to their respective group. For example, a Section should only see demands assigned to it, and the same goes for Departments and Directorates.
The system should allow customization of the workflow to fit organizational needs.
Invoice Tracking and Reminders:
The system must track invoices, marking them as paid or pending, and send reminder notifications to ensure timely payments.
It should also track contracts and notify users when they are about to expire, helping maintain control over contractual agreements.
Customizable Demand Form:
The demand form should be flexible, allowing the addition of custom fields to capture specific data as needed.
The workflow and notifications should be easily configurable to suit the specific requirements of different departments.
Dashboard and Reporting:
A dashboard should be created to visualize the following data:
Total allocated budget vs. total consumed.
Upcoming demands and their status.
Invoices and contract expiration alerts.
This dashboard should provide an easy-to-understand overview for managers and decision-makers.
User Roles and Permissions:
The system should allow role-based access, ensuring that only authorized users can view, approve, or modify specific demands.
Different levels of access for Section, Department, and Directorate will be required.
Single Sign-On (SSO) Integration:
The system needs to be integrated with ADFS SSO for seamless user authentication and security.
Ease of Use and Customization:
After development, the system should be easy to use and customizable through a drag-and-drop interface, allowing non-technical users to configure demand forms, workflows, and notifications.
The user interface should be intuitive and simple, reducing the need for extensive training.
Deliverables:
A fully functional budgeting system with the features outlined above.
A responsive user interface that is easy to navigate and customize.
Integration with ADFS SSO for authentication.
Documentation for configuring demand forms, workflows, and notifications.
Support for any bugs or issues for a reasonable period after project completion.
Skills Required:
Strong experience in web development, especially in building complex systems with workflows and user roles.
Knowledge of budgeting and invoice tracking systems is a plus.
Familiarity with ADFS SSO integration.
Proficiency in database design for tracking budgets, invoices, and contracts.
Experience with creating customizable forms and drag-and-drop interfaces.
Strong attention to detail and commitment to delivering a high-quality user experience.