The finance team previously relied on a shared spreadsheet to manage invoice approvals, requiring manual checks and updates that led to delays, duplicated effort, and limited visibility. The lack of structure also made it difficult to track decisions and maintain an audit trail.

To address this, I developed a Power Platform-based invoice approval system that digitised the workflow and introduced role-based process management. Finance users can submit invoices through a structured interface, while checkers and approvers are assigned clear responsibilities with access limited to relevant tasks. Workflow automation, powered by Power Automate, routes invoices through each stage and sends notifications with direct links for action, removing the need for manual follow-ups.

The application combines a model-driven structure with custom pages to deliver a dynamic user experience, supported by a well-defined Dataverse data model. This ensures consistency, scalability, and real-time visibility across the process.

By replacing the spreadsheet with a centralised system, the solution improved efficiency, reduced errors, and created a more transparent, audit-ready approval process.