Automated Local & Travel Expense Claim Solution on SharePoint
How Iqra Technology replaced manual paper-based expense forms with a fully digital, multi-stage approval workflow — built on SharePoint Online and Power Automate.
Client Overview
A Dubai-based diversified investment management company with stakes across Technology, Oil & Gas, Pharmaceuticals, Industrial Chemicals, Hospitality, Healthcare, and Consumer Services, supported by strategic partnerships at an international level.
Industry Details
Project Overview
Iqra Technology designed and deployed a SharePoint Online-based Expense Claim solution with Power Automate multi-stage approval workflows and Power Apps mobile forms. Employees can submit local and travel expense claims digitally, attach receipts, and track real-time approval status — while finance teams gain consolidated visibility across all pending and processed claims.
Client Requirements
- Replace manual paper forms with a digital expense submission process.
- Support both local and international travel expense categories.
- Implement multi-level approval routing based on expense amount and type.
- Allow employees to attach receipts and supporting documents.
- Provide real-time status tracking for submitted claims.
- Send automated email notifications at each approval stage.
- Generate consolidated expense reports for the finance team.
- Ensure policy compliance with built-in spending limits and validation rules.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Power Apps mobile form for local and travel expense submission.
- Multi-stage Power Automate approval with amount-based routing.
- Receipt and document attachment directly within the claim form.
- Real-time status tracking visible to the employee at all times.
- Automated Outlook notifications at each approval stage.
- Consolidated SharePoint dashboard for finance reporting.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
Need a Similar Solution?
Our SharePoint and Power Platform experts can digitise your expense management process end-to-end.
