Expense Claim Requests in Power Apps

Our Expense Claim Requests app makes it easy for employees to submit and manage their expense claims with a user-friendly interface. Employees can quickly create new claims, and view all their submitted claims in one place.

Admins have access to view all claim requests across the organization, allowing them to monitor and manage claims efficiently. The app sends automatic email notifications to employees, their line managers, the HR team, HRS managers, and the finance team to keep everyone updated at each stage of the approval process.

HR staff can modify any claim directly through deep linking, providing a fast and flexible way to make changes. After the final approval from the HRS manager, the app generates a PDF version of the claim for official records and easy sharing.

This solution streamlines the entire expense claim process, saving time and improving transparency for employees and management alike.

Features:

1. New Expenses: Employees can submit one or more new claims. They can also apply for claims as an external user by adding details like “On behalf of” and the company name.
2. My Expenses: Employees can only see their own claim requests and can filter them by status, date, and other options.
3. All Expenses: Only the Line Manager, HR Team, and HRS Manager can access this screen and see all employee expense claim information. They can filter and view claims by status, employee name, and date. Admins can also filter claims for external users.
4. Expense Dashboard: Line Managers, HR Team, and HRS Managers can use different dashboards to see total expenses, pending claims, approved, and rejected expenses. They can also analyze expense reports by filtering by employee name, miscellaneous items, and more.
5. Admin Settings: Administrators (Admins) can update the company name, address, logo, app background colors, HR Team, HRS Manager, Finance Team, Admin, and other details through the Admin Settings screen.

Tools We Used:

• Power Apps: The Expense Claim Request App, built with Power Apps Canvas, utilizes a variety of classic and modern controls.
• Power Automate: Using Power Automate, we developed a multi-level approval workflow that sends notifications to employees, line managers, HR teams, and HRS managers. Once the final approval is completed, a PDF with digital dates and signatures is generated.
• PowerShell: We have developed a comprehensive PowerShell script that creates all the required SharePoint lists and libraries, along with the default admin settings.

Let's Download the Solution and try it out!!