In Gorilla expense you can maintain and enable multiple Customers and their Jobs/Tasks data in the application, the labels for Customers and Jobs can be changed in Gorilla Expense according to the requirement. The flexibility of maintaining a mapping amongst the customers and their respective Jobs/Projects is also possible in the application. The mapped data populated on the fields is driven by the selection in the previous field.
Following is an example of how the Customer and Jobs/Projects data are maintained in the system, there is a mapping between the Customer and Job/Project data, the customer field can be independent as well and not associated with any Jobs/Projects. Below screen shot shows the Customer ‘AB Square Designs’ mapped to the Job/Project ‘General Overage (E)’ to it.
When the user logs into the account to code his/her expenses on the ‘Add New Expense’ screen, the user will get the relevant Jobs options mapped to the Customer when the user selects a Customer from the customer field. An example is shown in the below screenshot -
Similarly, a mapping can be maintained between Jobs/Project and Job Tasks fields, when a particular Jobs/Project is selected the relevant Job task mapped to it is shown. Job task field can be independent and unmapped to any Job/Project. In the below screen shot the Job task ‘Indirect’ is mapped to Job/Project ‘General Overage (E)’
On the Add Expense screen when the user selects the Job/Project as ‘General Overage (E)’ then only ‘Indirect’ option appears in the Job Task field drop down because this is the only one mapped to it.
Similarly, there could be multiple Job tasks that can be mapped to a Job/Project e.g the Job/Project ‘Project-25 E1’ as shown in the below screen shot has two Job tasks ‘Incidental’ and ‘Finishing’ mapped to it.
When the user selects it on the ‘Add New Expense’ screen then all the relevant Job Tasks mapped to ‘Project-25 E1’ will be shown in the drop down as in this case it is ‘Incidental’ and ‘Finishing’
