Expense Report App For Mac

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Step-by-step instructions for installing and configuring the Expense Report sample. You can also preview the sample app here.

Estimated time to complete these steps: 10-15 minutes

Tip

Watch this video for a demonstration of how to use the Expense Report sample app.

Track expense reports from submission to approval. Tally line items as individual expenses accrue and submit for approval when ready. This app requires a small amount of setup to make it your own.

Tip

Watch this video to see how to use the Expense Report sample.

Prerequisites

  • Sign up for Power Apps.

Create the Expenses list

This list stores the expense reports.

  1. Open a web browser, and navigate to https://admin.microsoft.com.

  2. Log in with an account that has permission to create lists.

  3. Navigate to the site collection where you want the Expenses list to reside.

  4. Click the gear icon in the top right portion of the web page.

  5. Click Add an app.

  6. In the Find an app textbox, enter Custom.

  7. Click the search icon.

  8. Click the Custom List app.

  9. In the Name textbox, enter Expenses.

    Important

    If you choose a different name for the list, make sure you write it down because you will need to substitute it for Expenses everywhere you see it during the installation and configuration process.

  10. Click Create.

Create Cost Center column

  1. Click the Expenses list.
  2. Click the gear icon in the top right portion of the web page.
  3. Click List settings.
  4. Click Create column.
  5. In the Column name textbox enter Cost Center.
  6. In the type of information in this column is radio button list, select Choice.
  7. In the Type each choice on a separate line textbox, enter the following values, each on a separate line:
    • Microsoft
    • Contoso
  8. In the Default value textbox, enter Microsoft.
  9. Click OK.

Create Comments column

  1. Click Create column.
  2. In the Column name textbox, enter Comments.
  3. In the type of information in this column is radio button list, select Multiple lines of text.
  4. Click OK.

Create Status column

  1. Click the Expenses list.
  2. Click the gear icon in the top right portion of the web page.
  3. Click List settings.
  4. Click Create column.
  5. In the Column name textbox enter Status.
  6. In the type of information in this column is radio button list, select Choice.
  7. In the Type each choice on a separate line textbox, enter the following values, each on a separate line:
    • Open
    • Pending
    • Approved
  8. In the Default value textbox, enter Open.
  9. Click OK.

Create ApproverName column

  1. Click Create column.
  2. In the Column name textbox, enter ApproverName.
  3. In the type of information in this column is radio button list, select Person or Group.
  4. In the Require that this column contains information radio button list, select Yes.
  5. Click OK.

Create DateSubmitted column

  1. Click Create column.
  2. In the Column name textbox, enter DateSubmitted.
  3. In the type of information in this column is radio button list, select Date and Time.
  4. In the Require that this column contains information radio button list, select Yes.
  5. Click OK.

Create StartDate column

  1. Click Create column.
  2. In the Column name textbox, enter StartDate.
  3. In the type of information in this column is radio button list, select Date and Time.
  4. In the Require that this column contains information radio button list, select Yes.
  5. Click OK.

Create EndDate column

  1. Click Create column.
  2. In the Column name textbox, enter EndDate.
  3. In the type of information in this column is radio button list, select Date and Time.
  4. In the Require that this column contains information radio button list, select Yes.
  5. Click OK.

Create the LineItems list

This list stores the line items that are associated with each expense report.

  1. Navigate to the same site collection where you created the Expenses list.

  2. Click the gear icon in the top right portion of the web page.

  3. Click Add an app.

  4. In the Find an app textbox, enter Custom.

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  5. Click the search icon.

  6. Click the Custom List app.

  7. In the Name textbox, enter LineItems.

    Important

    If you choose a different name for the list, make sure you write it down because you will need to substitute it for LineItems everywhere you see it during the installation and configuration process.

  8. Click Create.

Create Category column

  1. Click the LineItems list.
  2. Click the gear icon in the top right portion of the web page.
  3. Click List settings.
  4. Click Create column.
  5. In the Column name textbox enter Category.
  6. In the type of information in this column is radio button list, select Choice.
  7. In the Type each choice on a separate line textbox enter the following values, each on a separate line:
    • Food & Beverage
    • Transportation
    • Business needs
  8. In the Default value textbox, enter Food & Beverage.
  9. Click OK.

Create Cost column

  1. Click Create column.
  2. In the Column name textbox enter Cost.
  3. In the type of information in this column is radio button list, select Number (1, 10, 100).
  4. In the Require that this column contains information radio button list, select Yes.
  5. Click OK.

Create Date column

  1. Click Create column.
  2. In the Column name textbox enter Date.
  3. In the type of information in this column is radio button list, select Date and Time.
  4. In the Require that this column contains information radio button list, select Yes.
  5. Click OK.

Create Description column

  1. Click Create column.
  2. In the Column name textbox enter Description.
  3. In the type of information in this column is radio button list, select Multiple lines of text.
  4. In the Require that this column contains information radio button list, select Yes.
  5. In the Specify the type of text to allow radio button list, select Plain text.
  6. Click OK.

Create ReportID column

  1. Click Create column.
  2. In the Column name textbox enter ReportID.
  3. In the type of information in this column is radio button list, select Lookup (information already on this site).
  4. In the Require that this column contains information radio button list, select Yes.
  5. In the Get information from dropdown list, select the Expense list you created.
  6. In the In this column dropdown list, select ID.
  7. Click OK.

Edit Title column

  1. Click the Title column link.
  2. In the Require that this column contains information radio button list, select No.
  3. Click OK.
Expense Report App For Mac

Download the Expense Report app

  1. In a web browser, navigate to the following link:

    https://pappsfeprodwestuscontent.blob.core.windows.net/sampleapps/myexpenses/docs/MyExpenses(SP_List).zip.

  2. Download the Expense Report Power Apps Sample package, and save it to your machine.

Create connections

  1. In a web browser, navigate to make.powerapps.com.
  2. Sign in by providing the same credentials that you used to sign up.
  3. In the menu on the left, select Connections.

Create an Approvals connection

  1. Click + New connection.
  2. In the Search textbox, enter Approvals.
  3. Select Approvals in the list.
  4. Click Create.

Create an Office 365 Outlook connection

  1. Click + New connection.
  2. In the Search textbox, enter Office 365 Outlook.
  3. Select Office 365 Outlook in the list.
  4. Click Create.
  5. In the popup window, select the account you logged in with.

Create a SharePoint connection

  1. Click + New connection.
  2. In the Search textbox, enter SharePoint.
  3. Select SharePoint in the list.
  4. Click Create.
  5. In the popup window, select the account you logged in with.

Import the app

  1. In a web browser, navigate to https://make.powerapps.com.

  2. Sign in by providing the same credentials that you used to sign up.

  3. In left navigation bar, select Apps, and then select Import package(preview).

  4. Select Upload, and then select the package that you downloaded earlier.

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  5. For the App and Flow resource types, set IMPORT SETUP to Create as new.

  6. For the SharePoint and Outlook connections, set IMPORT SETUP to Select during import.

  7. Select the red icon for the SharePoint Connection.

  8. In the connections list, select the item with your username.

  9. Select Save.

  10. Select the red icon for the Approval Connection.

  11. In the connections list, select the item with your username.

  12. Select Save.

  13. Select the red icon for the Office 365 Outlook Connection.

  14. In the connections list, select the item with your username.

  15. Select Save.

  16. Select Import, and then wait until the process is complete.

Configure the app to use the SharePoint lists

  1. In the web browser, select Apps.
  2. Select the ellipsis (..) next to the Expense Report app.
  3. Select Edit on the web > Allow.

Delete connections

  1. On the View tab, select Data sources.
  2. In the Data pane, select the ellipsis (..) next to Expenses, and then select Remove.
  3. Repeat the previous step to remove the LineItems data source.

Expenses list

  1. On the View tab, select Data sources.

  2. In the Data pane, select Add data source > New connection > SharePoint > Create.

  3. In the Recent sites list, select the SharePoint site where you created the Expenses list.

    Tip

    If the site doesn't appear in the list, type or paste the URL to the SharePoint site in the textbox, and then select Go.

  4. In the Search box at the top of the list, type or paste Expenses.

  5. Select the checkbox next to Expenses, and then select Connect.

LineItems list

  1. On the View tab, select Data sources.

  2. In the Data pane, select SharePoint.

  3. In the Recent sites list, select the SharePoint site where you created the LineItems list.

    Tip

    If the site doesn't appear in the list, type or paste the URL to the SharePoint site in the textbox, and then select Go.

  4. In the Search box at the top of the list, type or paste Line Items.

  5. Select the checkbox next to LineItems, and then select Connect.

  6. Select File > Save > Publish > Publish this version.

Modify the flow

  1. In left navigation bar, select Flows.

  2. If prompted to sign in, provide the same credentials that you used to sign up.

  3. Near the top of the screen, select My flows.

  4. Next to the ApproveExpense flow, select the pencil icon.

  5. Expand the Get items action.

  6. Change the Site Address and List Name to match the Expenses list that you created in SharePoint.

    Tip

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    You don’t need to type it manually; you can select it in the drop-down lists.

  7. Expand the Condition.

  8. Expand the If yes section.

  9. Expand the Change item status to Approved action.

  10. Change the Site Address and List Name to match the Expenses list that you created in SharePoint.

    Tip

    You don’t need to type it manually; you can select it in the drop-down lists.

  11. Expand the If no section.

  12. Expand the Change item status to Open action.

  13. Change the Site Address and List Name to match the Expenses list that you created in SharePoint.

    Tip

    You don’t need to type it manually; you can select it in the drop-down lists.

  14. Select Update flow.

Play the app

  1. In the web browser, select Apps.
  2. Select the ellipsis (..) next to the Expense Report app, and then select Open.

Next steps

Do a web search for 'excel template expense report' (no quotes). There are loads of them out there, an indication that Excel has been around longer than Numbers y will work in Numbers as well. Many of those templates will work in Numbers.
You may need to change the file extension from .xlt to .xls or from .xlyx to xlsx for Numbers to recognize it as an openable file. Numbers will offer a Warning list if any difficulties are presented. Ignore 'missing font' warnings as Numbers will substitute automatically. Pay attention to 'unsupported function' and 'unsupported feature' warnings as these may affect the operation of the spreadsheet.
Regards,
Barry

Expense Report App For Mac Free

May 2, 2010 11:31 PM