Manage Expense Reports for Employees Using Power Apps and Power Automate

In an elevated workplace, employees can save time to focus on what matters. For the Klarinet team, eliminating manual processes by leveraging technology is major part of that. And what is more manual than traditional expense reports? Expense reports are time-consuming, tedious, and boring. We have all taken hours out of a busy day to find lost receipts, bring these receipts into the office, sort our expenses, manually enter these expenses in Excel or a calculator, and create a final expense report sheet from scratch to give to management. That’s why we found a way to use Power Apps and Power Automate to automate the process, capture data, and manage expense reports for employees.

How I Manage Expenses With Power Platform

First, I found an Expense template available from Microsoft – Expense Reports – that is available in Power Apps templates. I analyzed the structure behind the standard expense report template then used the template as a reference.

From this information, I was able to create two lists: Expense Reports and Line Item List.  Creating my own version has allowed me to capture receipts, add categories, and record expenses as they happen. This way I don’t have to keep track of my receipts or worry I’m going to forget about an expense.

 

Get An Elevated Solution to Expense Reports for Employees

This simple solution means that the Klarinet team no longer rely on a time-consuming and error-prone manual solution through Excel. Now, every employee in the company has access to use the Expense Report app to claim and manage expenses anytime, anywhere. Management can also use this PowerApps expense report to gain analytical insight into their expenses, improve accuracy, and save time! This is just one great example of how PowerApps and Flow can help to automate and streamline processes within an organization. However, this technology can be tailored to control any type of expenses (traveling, driving, parts, vacation, time tracking, and events). If this has inspired you to start improving the expense reporting process (or any manual process!), get in touch! Klarinet Solutions specializes in enhancing system performance, optimizing user experience, and developing streamlined processes that support business objectives and elevate your workplace.

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