Gravity Forms - complex expense claim with Gravity Flow trail

Completed Posted 6 years ago Paid on delivery
Completed Paid on delivery

I am currently busy with a proof of concept for my client and need a freelancer to complete part of the puzzle

the applicant must be highly skilled in GRAVITY FORMS and GRAVITY FLOW. please do not respond if you have average skills or aren't sure

create a expense claim form in gravity forms with a gravity flow trail.

the expense from needs to work as the the attached document with the relevant codes and dropdowns.

Expense claim scenario:
1) Open expense claim from either via link in appropriate policy(ies) or directly from a forms page.
2) Claim form opens, auto fills date (date is then fixed for any subsequent opening of the form) and uses login to fill in name.
3) Using the current form as an example ( and there is no strict layout requirements) the claimant fills in their dept ( could be a drop down select) and trip detail (free text)
4) They then start to complete each line item from left to right.
a. Date (date formatted (pick from calendar?), locked once form is submitted for approval.)
b. Description (free text),
c. Original currency (drop down multiple currency select)
d. Amount claimed- the amount in foreign currency. Here you could do away with the previous column and just select a currency symbol in the amount column?
e. FX rate a number.
f. ZAR amount calculated field from Amount Claimed x FX rate. Needs to total at bottom of claim
g. VAT. Needs a select vat claimable yes or no and if yes calculates vat from ZAR amount and includes in row. ZAR amount/1.14.Needs to allow update of VAT rate somehow if it is changed (via user permissions) VAT totaled as well at bottom of claim.
h. Account code. See the current formula embedded. Uses the selection of a division and an expense category to determine an account code from a table on sheet 2. Person would select their division and the appropriate expense category to add the account code to the row. Need to be able to add/ edit expense categories and divisions via user permissions.
5) Sign the form and date it.
6) Attach all relevant documents. Currently all receipts are scanned into a single PDF and attached.
7) Email expense claim routing defined by employee’s manager. Need to be able to change routing should manager be away/ on leave etc. and needs to delegate authority.
8) Manager or designate might want to return the claim to originator for corrections/ omissions (reject claim with reasons)
9) Process then goes back to 4)
10) Once manager approved, emailed with attachments to accounts. Approved mail back to originator with PDF copy of approved claim.
11) PDF version of form saved in specified directory . Target directory can be changed with permissions.

All of these forms/ fields/ tables may change in the final implementation, so this is more about demonstrating what can be done in the web environment, and providing a small website to get a feel for the potential implementation.

WordPress

Project ID: #15587856

About the project

22 proposals Remote project Active 6 years ago

Awarded to:

Urbanascetic

I will throw a licenced version of gravity view for front page editing into the mix. I'm an expert in all things gravity forms and gravity flow have my own gravity flow based platform implementation. Relevant Skills a More

R1666 ZAR in 3 days
(1 Review)
2.7

22 freelancers are bidding on average R1104 for this job

finbuks

Greetings of the Day! Coming straight to the point.. I can create an expense claim form in gravity forms with a gravity flow trail. I checked the attached documents which is about the expense from that needs to More

R1500 ZAR in 3 days
(82 Reviews)
6.8
abhishekkoundal6

As per your job description, I am the senior developer I am skilled in both the front end and back end technologies Relevant Skills and Experience wordpress Gravity form Proposed Milestones R1088 ZAR - complete solut More

R1088 ZAR in 3 days
(30 Reviews)
5.6
Websitemaestro

Hi, I am available today to do this quick turn around job.. Please message to share details and i am ready to complete this today. Waiting Relevant Skills and Experience WordPress Proposed Milestones R1088 ZAR - More

R1088 ZAR in 8 days
(31 Reviews)
5.1
hawkscodeau

Hi, I am Simon from Australia. In my 8+ years as a full stack developer, I have successfully delivered numerous web solutions to my clients. I am confident I can do this project for you. Front End: HTML, CSS, Angu More

R1088 ZAR in 3 days
(3 Reviews)
4.6
sitwebsolution

To The Hiring Manager, We are from S IT Solution, we're already skilled and experienced with your Desired skills. Relevant Skills and Experience If you Consider us to full fill y More

R833 ZAR in 3 days
(12 Reviews)
4.4
baphpwordress

Hi, we can decide rates from your side (price can be negotiated) I understood your requirement I have knowledge in this filed 5+ yr so many projects I have done. Relevant Skills and Experience kindly let me know in br More

R722 ZAR in 3 days
(8 Reviews)
4.0
nasit

Hello sir, Consider it as done. Able to Gravity Forms changes . Ready to start work right now. Waiting for your reply. Thanks, Relevant Skills and Experience I have 6+ years experience in PHP, MySql, CSS, HTML, Ajax More

R600 ZAR in 2 days
(10 Reviews)
2.3
suninfolabs

Hi, Thank you for the detailed description. I had a full review on your job description and have a clear idea about your requirements. Can you please open a chat to discuss in detailed specification Relevant Skills an More

R1000 ZAR in 3 days
(2 Reviews)
2.7
nikunjv9

i will complete your project within time-limit. Relevant Skills and Experience i will complete your project within time-limit. Proposed Milestones R1088 ZAR - i will complete your project within time-limit. i will c More

R1088 ZAR in 3 days
(2 Reviews)
2.1
software09

A proposal has not yet been provided

R1111 ZAR in 4 days
(0 Reviews)
0.0
varinderkaurcode

Yes after go through your job details & attachment I assure to you that i am complete it using my development skills with perfection . Please feel free to ask if you have query? Thanks Relevant Skills and Experience More

R1666 ZAR in 3 days
(0 Reviews)
0.0
lifeinfotech18

Gravity Forms Relevant Skills and Experience 8years Proposed Milestones R1088 ZAR - Gravity Forms

R1088 ZAR in 3 days
(0 Reviews)
0.0
MalyaNew

I have 5+ Years of extensive experience in PHP, Wordpress. Based on your requirements I would be happy to assist you and assure you for quality work within reasonable amount of time. Relevant Skills and Experience PH More

R1088 ZAR in 3 days
(0 Reviews)
0.0