EXPENSE TRACKING SYSTEM

Developed in HCL Domino Volt

Table of Contents
APPLICATION SETUP................................................................................................................................ 2
1 NAB Groups ...................................................................................................................................... 2
2 Import Application ........................................................................................................................... 3
APPLICATION DESIGN.............................................................................................................................. 5
1 Claim Master Form........................................................................................................................... 5
1.1 Claim Master Data Page ............................................................................................................ 5
APPLICATION WORKFLOW ...................................................................................................................... 5
APPLICATION FLOW DIAGRAM ............................................................................................................... 6
CHANGING THE LOGO ............................................................................................................................. 7
MODIFYING CSS ...................................................................................................................................... 9
1 CSS Sections ..................................................................................................................................... 9
MODIFYING EMPLOYEE DECLARATION................................................................................................. 10

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APPLICATION SETUP
1 NAB Groups
Create the following groups in Domino NAB.
• ReportingManager
• Financer
To create group, fill the below basics fields and save.

After creating the groups will be displayed as shown below.

Now add applicable members into each group.

For each individual Domino user, you can assign the manager who is added in the
reporting manager group. .

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 • For Employee role need not create any NAB group, can directly add them in the
volt application. Click on the access and In define roles you can add employee
role.

Now you can assign users to the employee role.

2 Import Application
Import the application in your environment and uncheck the “Remove previously defined
users and groups from this application” option to maintain the assigned roles.
Application Roles:
▪ Employee

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 ▪ Reporting Manager
▪ Finance Manager

Add the Employee details in the Work tab of the person document. Manager field needs to
be populated with the appropriate person name for the application workflow to work.
Following user details are directly retrieved from Domino NAB:

• Employee ID
• Employee Name
• Employee E-mail
• Mobile Number

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APPLICATION DESIGN
1 Claim Master Form
1.1 Claim Master Data Page
Application admin(Domino administrator) can add the desired claim category ,claim
type, sub-claim type(case-sensitive) & can add the monthly fixed charges according
to the norms.

APPLICATION WORKFLOW
User
• An employee logging in as user can select the claim category in the
dashboard.
• After submitting the claim, user can track the status of the claim in My Claim
section.
Reporting Manager
• When a user login as Reporting Manager he can see all the claims submitted
by users who are assigned to that particular group.
• He can approve / reject the claim by checking the documents. This is Level 1
approval.
Finance Manager
• When a user login as Finance manager he can see all the claims which are
approved by the Reporting Managers.

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 • He can approve / reject the claim. This is Level 2 approval.

APPLICATION FLOW DIAGRAM

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CHANGING THE LOGO
Edit the application and open every page. Follow the steps below to apply the logo of
your choice:

• Go to the side-nav section of the page. The highlighted section in the below image.

• In the side-nav section, click the first textbox with the default company logo as shown in
the below image.

• Upon clicking the text box, a dialogue box will open with the textbox properties as
shown below

• Remove the existing default logo and add your customized logo in it.
• To add new logo, click on the image icon on the top right which contains image
properties.

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• Select the image from the existing images or add new image from outside the
application using the Add file button. A dialogue box will be opened as shown
below

• Give the name and description and click on OK. Now the image is added to your
volt application.
• Add the logo with the custom width (154 pixels) and height (37 pixels) as shown
below.

• Click on APPLY and OK to apply the changes made and to set the new logo.

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MODIFYING CSS
You can add your custom stylesheets using the instructions given here
https://help.hcltechsw.com/domino_volt/1.0/ex_css_toc.html
The CSS used in this application is named ‘Expense Tracking.css’ and it can be further
modified as needed.

1 CSS Sections
• Buttons
o Default buttons like Submit, Reset, Approve, Reject and Custom buttons CSS
properties are given in this section.
• Sections
o The properties of sections in the application can be controlled from here.
• Text and Text boxes
o The text boxes width, height, padding and the text headings size, font etc.
are specified here
• Side navbar
o The customization of the side navbar like background colour, boarder-radius
etc. is given here
• Table
o In this table colour, alternative rows colour, column headings etc. are
customized here.

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MODIFYING EMPLOYEE DECLARATION

• To change the declaration, click on the edit properties of the field highlighted in blue
color as shown in the image below.

• In edit properties you can edit the text in title and click on OK as shown in the image
below.

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