Expense
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Overview
The Expense Works is a SharePoint Framework (SPFx) web part designed to streamline the process of submitting, reviewing, approving, and processing associate’s reimbursement claims. This system ensures faster decision-making, transparency, and compliance with organizational policies while reducing manual paperwork and errors.
Key Features
Simplify the expense claim submission process.
Ensure transparency and accountability in approvals
Enable role-based access for associates, managers, HR, Finance, and administrators
Maintain digital records for auditing and finance tracking
Automate reporting and reduce manual data entry.
Settings and User Management
Integration Highlights
SharePoint List Integration: All data is stored in SharePoint lists allowing for secure, centralized management with version history.
Excel Integration: Import/export reports using XLSX templates.
Outlook Integration: To notify about claim requests for approvals and for payments processed.
The installation guide provides step-by-step instructions to deploy Expense Works in SharePoint Online. It covers prerequisites, adding the app and web part to a site, and verifying the setup so the application is ready to use.
The usage guide helps employees and approvers understand how to use Expense Works effectively. It explains how to submit expense requests, upload receipts, track approval status, and manage approvals, ensuring a smooth and transparent expense process.
The configuration guide helps administrators set up Expense Works according to organizational requirements. It covers expense categories, approval workflows, user roles, and notification settings to ensure smooth operations and policy compliance.
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