Invoice Management System Development
Budget: $750 – $1,500 USD
I'm looking to develop an invoice management system with a focus on role-based approval workflows. The system should allow different people to approve invoices received, ensuring a streamlined and efficient process.
Key Requirements:
- Ability to create and manage invoices
- Role-based approval workflow for invoice approval
- Involvement of specific roles in the approval process:
- Top-level administrator: Manages all tasks within the system
- Company administrator: Acts as the administrator for a specific client
- Approvers: Responsible for approving incoming invoices for specific clients
There can be an unlimited number of all the different roles.
Ideal Skills and Experience:
- Experience in developing invoice management systems
- Strong understanding of role-based access control and approval workflows
- Proficiency in designing user-friendly interfaces for managing invoices and approvals
- Ability to integrate with existing financial systems for seamless operation
The system must be able to handle several clients and all clients should have the availability to manage their own database of suppliers who are sending invoices to the specific client.
A short description of the workflow is more or less like this:
1.
Invoices from suppliers should be sent to a specific mail that should be recognised in the system. When an invoice is received in the system the system must send an email to the specific clients administrator
Alternative the mail is controlled by the administrator of each client, who will then uploade the invoice to the system
2.
When the invoice is recognised in the system the respectice client admin should mark the invoice with the respective approvers that should approve the invoice, and when this is done the system should send an email to the respective approvers that should approve the invoice
3.
The approvers should then login to the system and after seeing the invoice they should approve it or reject. If rejected from one approver all others should still be able to approve, and the admin should be able to redirect to another approver or the same approver again.
4.
When invoice is approved by all approvers the invoice should be attached to an email that should be sent automatically to the payment department
5.
All invoices should be archived in the system with different column labels with possibility to search and to sort by columns
a. The date where it was in the system
b. The date where all approvers has approved
c. Company name that has sent the invoice
d. The invoice number
e. The due date
f. Colour mark to identify if the invoice is in progress, on hold or finished for payment
g. There should also be a history where admin can see all history of wgho have done what
h. Proberly some other things also
It means that there must be in the system:
1. A user system to create, deactivate and delete users
2. A menu where to see all invoices
3. An email system with templates that can be edited
I'm seeking a developer who can deliver a robust and scalable solution tailored to these requirements.
Please ask for anything if further information is needed.
Key Requirements:
- Ability to create and manage invoices
- Role-based approval workflow for invoice approval
- Involvement of specific roles in the approval process:
- Top-level administrator: Manages all tasks within the system
- Company administrator: Acts as the administrator for a specific client
- Approvers: Responsible for approving incoming invoices for specific clients
There can be an unlimited number of all the different roles.
Ideal Skills and Experience:
- Experience in developing invoice management systems
- Strong understanding of role-based access control and approval workflows
- Proficiency in designing user-friendly interfaces for managing invoices and approvals
- Ability to integrate with existing financial systems for seamless operation
The system must be able to handle several clients and all clients should have the availability to manage their own database of suppliers who are sending invoices to the specific client.
A short description of the workflow is more or less like this:
1.
Invoices from suppliers should be sent to a specific mail that should be recognised in the system. When an invoice is received in the system the system must send an email to the specific clients administrator
Alternative the mail is controlled by the administrator of each client, who will then uploade the invoice to the system
2.
When the invoice is recognised in the system the respectice client admin should mark the invoice with the respective approvers that should approve the invoice, and when this is done the system should send an email to the respective approvers that should approve the invoice
3.
The approvers should then login to the system and after seeing the invoice they should approve it or reject. If rejected from one approver all others should still be able to approve, and the admin should be able to redirect to another approver or the same approver again.
4.
When invoice is approved by all approvers the invoice should be attached to an email that should be sent automatically to the payment department
5.
All invoices should be archived in the system with different column labels with possibility to search and to sort by columns
a. The date where it was in the system
b. The date where all approvers has approved
c. Company name that has sent the invoice
d. The invoice number
e. The due date
f. Colour mark to identify if the invoice is in progress, on hold or finished for payment
g. There should also be a history where admin can see all history of wgho have done what
h. Proberly some other things also
It means that there must be in the system:
1. A user system to create, deactivate and delete users
2. A menu where to see all invoices
3. An email system with templates that can be edited
I'm seeking a developer who can deliver a robust and scalable solution tailored to these requirements.
Please ask for anything if further information is needed.