Travel expense reporting: 80 percent less effort
A mid-sized logistics company digitalised a process nobody wanted to touch. It did not take complex technology, just a clearly scoped workflow.
- Industry
- Logistics
- Timeframe
- 2024–2025
- Field
- Power Platform
Starting point
Receipts on paper, approvals in Excel, forwarding through several people. The process had grown over the years without anyone questioning it. The consequences: high manual effort in administration, transcription errors, and delayed reimbursements to staff.
Approach
Deliberately kept small: a clearly scoped process, digitalised with the built-in tools of the Microsoft Power Platform. Rolled out during normal operations, with no parallel run of the old process.
- PowerApp as a mobile capture interface for receipts
- Power Automate for the multi-step approval workflow
- Dynamics 365 for downstream processing in accounting and controlling
- Faster reimbursement for staff
- Fewer transcription errors thanks to an end-to-end digital process
- A traceable approval trail instead of scattered paper receipts
“The digital travel expense process has noticeably reduced our administrative workload. Staff can submit receipts more easily, approvals are transparent and traceable, and reimbursements happen much faster.”
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A similar process at your company?
Do you still run a process on paper or in Excel that could take minutes instead of hours?