Expense Works

Overview

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.

Installation and Configuration

• Requires SharePoint Online and admin access for deployment and setup.
• Install via SharePoint's “Add an App” feature and activate in Site Contents.
• Configure permissions—Site Owner rights are required for installation and configuration, but both owners and members can access the time.
• Add the web part to any SharePoint page, complete the setup, and start managing support requests immediately.

Modules Overview

• Self: Home Page Overview, New Claims, My Requests
• Approvals: Manager Approvals/HR Approvals/Admin Approvals/Finance Approvals
• Reports: Pending Payments
• Administration: Configure Departments,Locations,Projects,Cost Center,Teams,Associates,Expense Types, Approval Flows,Expense Categories, and Merchants,Roles and Permissions

Compatibility

• Compatible with SharePoint Online
• Integrates with Microsoft 365 services for authentication and notifications.
• Supports role - based access for both owners(admins) and members(end users).

Getting Started

Follow our Installation Guide for easy setup and configuration.

Support

Need help? Visit our Expense Support page for assistance.