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How SharePoint Designs enabled effortless invoice tracking with Power Apps
August 19, 2022

How SharePoint Designs enabled effortless invoice tracking with Power Apps

Power Apps
Power Automate
Microsoft Power Platform

About our Client

Advance Electric is a US-based specialized provider of commercial, industrial, and residential electrical solutions. A fast-growing company, they offer cutting-edge electrical solutions based on high-quality materials and experienced craftsmanship.

Project challenges

  • An outdated invoice management system that was unable to cope with its emerging businesses
  • Manual tracking and processes of vendor invoices that involved extracting information from hundreds of e-mails
  • Failure to update the right order number in the invoice due to time-consuming error-prone processes

Our Solution

During the project's exploratory stage, SharePoint Designs identified the common fields in the invoices. Then, we leveraged MS SharePoint Forms to design a simpler form that captures all the relevant fields. Using Power Apps, we provided a streamlined list of the e-mails that were sorted by date, with a separate field to showcase customer name, address, and order details. Finally, after submission - the documents were generated and automatically saved in a unique folder.  

Thanks to our MS SharePoint expertise, the client could quickly retrieve the right document at the right time while easily reviewing the updated fields highlighted.

Business Benefits

  • Automated tracking of e-mails and invoices for error-free and simplified payment processes
  • Significant reduction of hours spent on repetitive tasks like searching for order details and sorting out e-mails
  • Minimal training required for the workforce to handle the invoice tracking process
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