Streamlining Expense Management and Reimbursements with the Power Apps

This case study shows how we used Power Platform services to help the client streamline their expense and reimbursement processes. By automating workflows and integrating data, we improved expense tracking, approvals, and data visualization for better oversight and governance.
expense management case study
Power Apps Consulting services

The Challenge

The client required an efficient method of managing expenses and reimbursements, which would eliminate the time-consuming manual processes and paperwork.

They needed an automated system to track actual costs, streamline approvals, and provide easy access from multiple devices.

This system aimed to improve expense management and lower overall costs.

Solution Delivered

We conducted several discovery sessions to understand the client’s current expense management challenges. After thorough evaluation, we developed a comprehensive automated solution leveraging Power Apps, Power BI, Power Automate, and Microsoft Dataverse:

Power App for Account Department

We created a dedicated power app for the Account department to streamline the processing and monitoring of expense requests, which ensure its efficient management.

Canvas App for Employees

Next, we developed a user-friendly canvas app by which employees can easily raise their reimbursement request without relying on paper-based forms.

Canvas App for Project Managers

We designed another canvas app that helps a project manager review and approve reimbursement requests, brings accountability and ensures timely approvals.

Automated Notifications

We then implemented an automated notification system that notifies the Account department the instance a reimbursement request is approved, so it can be immediately finally approved or rejected.

Seamless Integration

Seamless Integration

All this was bonded into one solution through Power Apps, Power BI, Power Automate, and Microsoft Dataverse to make it very robust and reliable in expense management.

Value Delivered

Enhanced Governance

More transparency and control over expenses through their automated flows and reduced chances of errors.

Cost Efficiency

The overall cost of maintenance and ownership was brought down by the reduction of manual processes and the induction of more smoothness into the operations.

Multi-Device Accessibility

It provides ease of access to the system from all devices, thus ensuring convenience and flexibility for all connected users.

Tools Used

Power Apps

Power Apps

Power BI

Power BI

Power Automate

Power Automate

Microsoft Dataverse

Microsoft Dataverse

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