We have adopted [login to view URL] Essentials version for our small company. We see listed under the Apps Launcher that [login to view URL] has apps for Expenses and Time Entries, but we need to have these activated and available as tabs so we can easily enter times and expenses against projects/tasks, and create time and expense reports so we can invoice. Specifically, the freelancer will perform the following tasks for this contract:
1. Make Expenses visible and available through a tab in Home. The expenses window should provide fields to record at least: what project/task the expense is for, details of the expense, amount, person recording the charge.
2. Make both Time Entry and Expenses data available for viewing by the manager/administrator. (Times entered now are visible only to the person to whom the entries pertain; management needs visibility to times of all company personnel.
3. Produce reports of both Times and Expenses for all employees during a specified time period, e.g. we should be able to select from date to date (a pay period) and see all time entries and expenses by project, or by project/milestone.
Timeframe: End of Month
With my 5 year of experience in Salesforce Administrator and developer capacity, I will be able to finish this task as per requirements. I also have 3 salesforce certifications.