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Showing posts from December, 2013

SharePoint 4 Biz - Setting up Expense/Purchase Register

Very often we need somewhere to register purchases or expenses. There can be various reasons for that, but the main are:
- store all expenses in one register to categorize, approve, review, report etc.
- ability to upload scanned receipts for future claims, reimbursements, warranties etc.

So here's how it can be done in SharePoint 2013 or SharePoint Online / Office 365.

Start with creating a content type - in our case it is Receipt:

1. Go to Site settings:


2. Select Site content types:

3. Click "Create":

4. Provide content type details. We suggest to create a new Group for it and inherit from Document content type:

5. Add site columns to the content type. We think the most important would be Purchase Category (Travel, Food, Activities etc.), Vendor, Amount, Purchase Date and Warranty Date:


Then we create a document library:

6. Go to Add an app:
 7. Select Document Library:

8. Provide a name (Receipts in our case):
 9. Go to Library Settings:


10. Go to Advanced settings, …