Axtract Sales & Expense App

The Axtract Sales & Expense App is designed and developed to manage the complete sales, delivery, expense, and project financial tracking lifecycle for organizations using Microsoft Power Apps, Microsoft Power Automate, and Dataverse.

Axtract Sales & Expense App centralizes sales order creation, product selection, delivery recording, project-based expense tracking, and financial approvals within a single Power Platform solution. Users can easily create sales orders, record delivered quantities, submit expenses, and track project budgets from both mobile devices and desktop interfaces. Automated workflows ensure accurate calculations, prevent duplicate financial entries, and maintain consistency across sales and expense operations.

The system supports role-based access with three roles:

• Manager: Approve or reject submitted expenses, review delivery details, oversee project spending, and validate remaining budgets—without permissions to delete records or create payments/funding entries.
• Administrator: Configure products, project categories, and budget limits; manage all sales, delivery, expense, and payment records; enforce financial policies; and ensure data accuracy using automated workflows powered by the Microsoft Power Platform.

Key Benefits

• Streamlines sales operations with guided sales order creation, product lookup, delivery tracking, and automatic remaining-quantity calculations.

• Ensures accurate budget utilization by automatically calculating project-wise utilized budgets whenever expenses or deliveries are created, updated, or deleted.

• Expense management, allowing employees to submit expenses.

• Protects financial integrity by enforcing rules such as preventing managers from deleting records or creating payment/funding entries.

• Centralizes payment and funding tracking, showing complete visibility of amounts paid, pending, and allocated against each sales order.

• Provides configurable setup options, including product catalogs, expense categories, project budget rules, and tax configurations managed by administrators.

• Delivers dashboard insights for sales totals, delivered quantities, expense spending, pending approvals, and project budget consumption.

• Supports complete financial lifecycle management, covering sales order creation, delivery recording, expense submission, payment tracking, and budget monitoring.