We start off with the employee. If it is the first time he or she is claiming for expense reimbursement, he or she can upload a spreadsheet template (Excel or any other spreadsheet document format supported by Google Docs and Spreadsheets) by the Finance department. There is a template in the source code material. Otherwise he or she just needs to duplicate an existing expense claims spreadsheet. This is how the spreadsheet should look:

He or she also needs to scan his or her expense receipts and attach them to a word processor document.

He or she links up the claims spreadsheet with the receipts document through the Evidence worksheet in the claims spreadsheet.

When ready to submit his claims to his or her manager for approval, he or she shares both documents with his or her manager. (The manager needs to have set up an account through the application— http://localhost:3000/managers/new).

When his or her manager sees the expense claims, he or she can open up both...