Field Expense Tracker
A mobile-first expense system that gives field teams a faster way to capture receipts, document the business purpose, and submit complete reports.
My roleSolution designer · App builder · Workflow designer
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Business problem
Field employees need to document expenses quickly. Managers need complete reports that are ready to review, along with a clear audit trail.
What I built
A phone canvas app backed by related Expense Report and Expense Line tables. It handles receipts, policy flags, status tracking, and manager actions.
Workflow
Employees create a report, add categorized expense lines and receipts, and submit it. Managers can approve, reject, or return it for correction. Automated notifications keep the process moving.
Key design decision
I made a complete submission the easiest path: required business context up front, visible status all the way through, and one focused review queue for managers.




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