Kicking Goals with Invoice Approvals Automation!
I recently built an automated invoice approvals process using Power Automate, SharePoint, Teams Approvals, and Outlook. It streamlines the workflow by triggering based on folder names, routing for endorsement and approval, and managing outcomes with secure folder permissions and notifications. The result: less manual effort, fewer errors, and faster approvals.
Dawn Thiart
9/17/20241 min read
Iโve recently developed and implemented an automated invoice approvals process. This process uses Microsoft Power Automate, SharePoint, Teams Approvals App, and Outlook to ensure swift and accurate approvals while leveraging SharePoint folder permissions and Dataverse to maintain privacy and security.
Here's how it works:
Invoice Submission: The Finance team drags the invoice into a subfolder under โInvoice Requestsโ. The subfolder's name dictates the approval path.
Automated Flow Activation: This activates a custom cloud flow, checking if endorsement is needed.
Endorsement & Approval: If required, it routes to the endorser and then the approver based on the SharePoint folder name.
Outcome Handling: Approved invoices move to the โApproved Invoicesโ folder, rejected ones to โRejected Invoicesโ. Notifications are sent via Outlook.
This automation reduces manual work, minimizes errors, and boosts efficiency, making invoice approvals seamless.๐