Solutions Requests
Expense claims
Claims checked against policy on submission, so only the exceptions need a manager.
01 / What it looks like running
Start to finish, and where a person still comes in.
01 / Trigger Claim submitted
02 / Automated Receipt read and totals checked
03 / Decision Inside policy, with a receipt?
Inside policy
04 / Automated Approved and sent to payroll
Outside policy
05 / Automated Manager sent the claim and the rule it breaks
06 / Automated Decision recorded against the claim
07 / Automated Claimant told what happened and when they will be paid
08 / Needs a person Deciding on the ones outside policy
Automated Needs a person 6 of 8 run without anyone
02 / What stops happening
7 steps become 1.
The struck lines are the ones nobody performs after this is live.
- Someone fills in a spreadsheet and attaches photographs
- A manager reads the policy to remember what the limit is
- They check each line against it
- They chase the missing receipt
- They forward the approved claim to payroll
- The claimant emails to ask when they will be paid
- Deciding on a claim that genuinely sits outside policy
03 / Built on
In your tenant, under your licences.
- Power Apps
- Power Automate
- Copilot Studio
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.