Replace manual expense forms and scattered receipts with structured digital submissions, approval routing, supporting documents and clear expense status.
Discuss Your Expense ProcessDigital Expenses
Receipt Capture
Approval Routing
Expense Visibility
Overview
Expense submissions can involve forms, receipts, spreadsheets, emails and repeated follow-up between employees, managers and finance.
Expense approval automation provides a structured process for submitting expenses, attaching evidence, applying approval rules and moving authorized expenses toward finance processing.
Capabilities
Allow employees to submit expense information through a structured interface.
Organize expenses using business-defined categories and classifications.
Keep receipts and supporting evidence connected to expense records.
Route expenses to appropriate managers or business owners.
Apply additional approvals according to defined expense thresholds.
Include finance verification or review where required.
Capture relevant review and approval comments within the process.
Provide visibility into submitted, pending, approved and rejected expenses.
Notify employees and approvers about relevant workflow events.
Maintain relevant decisions and workflow activity.
Move authorized expenses toward the appropriate finance process.
Structure expense data for operational and management reporting.
Expense Journey
Enter expense and attach evidence
Validate expense information
Route through required authority
Move authorized expense to finance
Expense Information
Automation
Power Apps, Power Automate, SharePoint and Dataverse can be used where suitable for the organization's requirements and licensing environment.
Process
Understand current expense submission, policy and finance processes.
Define fields, categories, approval levels and workflow conditions.
Build submission, approvals, notifications and supporting logic.
Launch and adapt the workflow as expense requirements evolve.
Related Services
FAQ
Yes. Supporting receipts and relevant documents can be associated with an expense submission.
Yes. Approval routing can use defined amount thresholds and other business conditions.
Yes. Finance review can be included as an appropriate workflow stage.
Yes. Power Apps can provide a tailored submission interface in suitable Microsoft environments.
Tell us how employees submit expenses and how managers and finance approve them.
Discuss Expense Automation
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