We are stuck with what we know seems to be an easy solution, however, just can't seem to get it done.
We are trying to implement a Expense Management form that allows a user claim back expenses. The form is actually quite simple and can be done easily using a form library, however, what is holding us down is the reporting.
How it works:
- Expense Header: Supplier, Transaction Date, Comments
- Expense Detail: Expense Type, Amount
- We tried using a repeating table, which works, however management needs to see reporting per expense type, and info
- Im sure there are other solutions involving having 2 forms, the problem is that the user might open the detail form and choose the wrong lookup to invoice header and all the expenses might go under the wrong expense.
Any ideas that might assist? We are trying for a code-less solution, however we are open to CAML/Jquery etc.