Expense report
A smart and efficient tool for recording, categorizing, and approving expenses.
Agents can provide a simple partner requirement defined Expense report for approval which triggers the reimbursement of those expenses.
User Rights:
The system differentiates 3 main user type:
Owners: is developers user right, which provide full access to all databases
Management: is the Management Team right the team has editing rights for all database, and Approval privileges for Expense Reports. They are able also to change views and create pages.
Agents: is the default user right to all employees with an active Microsoft subscription in the company. This right provides reading right for the site, and editing rights for lists which they will interact from the UI, but have no direct links to the DBs.
Agents has managed Access on selected databases, as the Order Form PDFs and Activates Products, these relations will be details in the Automations.
Service Requirements:
The system is based on following service foundations which are criteria to set up the system at the company:
- Microsoft Office 365 Enterprise Subscription for all users
- PowerAutomate and PowerApp default package
- Microsoft Sharepoint Service for Businesses
Data Structure
Foundational Database:
- Currencies
- Payment Categories
Executive Lists for Agents edited through UI:
- Expense Reports
- Line Items
Automations
- Expense Report Approval Request
- Expense Report paymnet notification.
Mobile UI:
Simple mobile UI for image taking and quick Upload
Simple Expanse recosrding
Review option for Approvers with single approve
