one the most best videos that I have ever seen. Loved the Expense App & its so polished.. How did you manage the control the fonts and styles in this app? thanks a ton for sharing !
Hi Aroh, This App is actually based on a template called "My Expenses" which includes all the fantastic styles and fonts. This entire solution was built in less than 10 hours.
Well, just 2 min into the video I have to pause and leave a comment, Another gem video. Common and very applicable business use case. As usual thank you Reza. It's much helpful
Reza, I know this is asking a lot but is it possible to get the package without the AI builder? The whole tool is amazing but I can't swing a $500 per month commitment for the AI builder. Thank you!!
I know some folks who have taken the base package and customized it. I would have to build it out without AI Builder. I currently have a long backlog of videos I am working on. I would not get to this anytime soon. I will add your request to my backlog.
Reza, great video! Does this have the ability to export all the expenses for the year to a csv or would that be something I would need to expand on using Power Automate?
Power Apps does not have native export capabilities. Flow can pull data from CDS and generate CSV. CDS itself has ability to export data to excel. Power BI can also be setup against CDS to visualize and run reports on the expenses
I am loving app, however a few questions sorry again --- 1. Is there any way to attach a PDF . 2. Can we access backend data and move attachments to our finance system for audit purposes.
Thanks. 1 - Yes, there is a data type called File in Dataverse. 2 - Yes, you can connect to other data sources in Power App. Alternatively, you can also call Power Automate to move data to your backend systems.
Hi Reza, nice video! I had a question is it possible to extract data from the inputted information that goes into the app?? Let’s say via RPA for a SAP upload? For example.
Hi Reza. I can't tell you how helpful your content is. It has been a lifesaver that kept me from beating my head against a wall many times. I'm facing a problem where i need to process an old AS400 style report where the table has a reader row that relates to child rows within the table. For instance it may have a WO number and description followed by rows of data for day 1 for that WO with Employee data with hours pay rate and and total amount paid for each employee. Then you would get the next day's data relating to the WO without the WO repeating but this time there are multiple employees on that day. This may repeat for 4 days worth of data, then then ext record with a new WO will be present followed by the date row, fowlowed by the employee rows and so on. I feel like i need to have multiple tables that can somehow relate to each other and repeat, but don't know how to accomplish that. I can't get my head wrapped around how to make this work. Thoughts?
Thanks Lonny for your kind words. You scenario sounds complex. More like related table with date ranges. This is something I would have to try to know what options to have. May be a related table with date information and then query the relationship + filter on date. I have not done anything like this or have any video references to point to. I would recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com
@@RezaDorrani Cool - would it be feasible to do this using SharePoint lists instead? (small organisation that is cost-sensitive to Premium licenses and I am a lot more familiar with SP)
hi Reza, thanks for the video, it is amazing, i m looking at building something similar for work. I just have a quick question though, as soon as i import the solution, it converted the PA steps and connection to Dataverse, do i need premium license for everyone in the company to use the app?
@@RezaDorrani I have removed the AI receipt scanning function as instructed in the video, do i still need premium license? is there anyway to change from dataverse steps to something else?
@@jacknguyen912 Tables leveraged in App are Dataverse. You would need to pick another data source of your choice and rebuild connections + app logic is Dataverse centric (all of that would need to be updated).
@@RezaDorrani Question, I Manage to import the solution in power app Teams. everything is working ok. But I don't see the Expense Contributor and Approvers security role. Any advice where to find them? Thank you..
@@agoc10 It should be deployed as part of the solution deployment. Honestly, it's been a long while since I did this video so do not recollect a lot about it.
@Reza Dorrani One more question, I have created Additional screen for View all Record screen How can I show all the Data on that screen. Any advice Please thank you..
Hi Reza, fantastic video which is still highly usable today. Can you please suggest how to relate the tables "Expenses" and "Line items" in the flow "Expense Report Process", so that the lines related to one Expense report is sent. When I try to use the "List rows" and filter rows on new_Expenses eq 'Name' (=name variable from Expenses table), I always get an error that a binary operator with incompatible types was detected (A binary operator with incompatible types was detected. Found operand types 'Microsoft.Dynamics.CRM.new_expenses' and 'Edm.String' for operator kind 'Equal'.). Any suggestions? Many thanks!
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
@@MrJustdoit82 In the My expense screen, the gallery has a filter to only show the current users expenses. You can remove that filter condition to see all expenses.
Rezza, great stuff. Do you (or anyone reading) have any practical referencing on how to properly license the AI can this only be licensed on a per user model? I seem to have a per app premium license so trying to figure out if the AI stuff is separate.
AI Builder requires premium licensing which is covered by per app or per user license + also requires AI Builder credits assigned to environment. Check documentation on AI builder licensing.
Thank you for sharing this video, while showing the total filtered from the line items, there is a warning (delegation). It states as The "Sum" part of this formula might not work correctly on large data sets. Could you help me to find out?
Reza, I seem to have an issue displaying the "created by" and "modified by" columns from the expense table in dataverse. When I add them to a new modern table control on a new screen, they show as "custom cards" and are just blank... other fields from the expense form work fine. Any ideas?
@@RezaDorrani thanks. I am looking at presenting an additional stage in the process for an admin team to process after approval. I would like to display this created by property - changing the display mode to views does not help. Should I try to capture the originator in another field on first submit? Seems like I should be able to display "created by" but the card appears as a "custom card" when adding the field to the modern table control.
For anyone reading - this has now started working. I added a text label in a seperate container on the app, and used the dataverse table as the source, added the fields one by one in a classic gallery.... And now the modern table pulls this value through... 🙂
Thank you so much Reza, Can I choose the Share Point List as the data storage? For storing tables (the database) on to it... Also, may I have a look on your database design? Thank you so much.
I have app working its great , do you know what licences are required on top of 365 basic. Also I noticed on video you have CDS one that App setup automatically for me is Dataverse. Thanks
Hi Rezza, excellent video, thanks for sharing this precious work. Quick question, so everything is store within the app. Could we also have the expenses on a sharepoint list in parallel ? Thanks
@RezaDorrani this is a great video indeed! You mention though that it can be deployed on a normal not premium MS subscription. 1. What needs to be replaced for Teams CDS to work and 2. Removing the AI scanning is enough for that? Thank you
Thanks for putting this out there Raza. Great work! Also in making the video. I work for an NGO helping people with MS and would really like to use this for our volunteers. Thus our accounting dept. loves the idea og me implementing this, but also have a need to keep a copy of the expense report (and attachments) do to a requirement by law; it should me kept 5 years for auditing matters. Are there any way this can be accomplished in you flow - either sending a copy of the transaction and attachments via mail og info+receipts stored in SharePoint? Thanks again.
Possible to export using flow. I do not have an exact video for your use case. Export to PDF from Power Apps using flow - ruclips.net/video/Da4do2DxmJE/видео.html Export to excel from Power Apps using flow - ruclips.net/video/tQCBWMR7T64/видео.html
@@RezaDorrani Thanks for you reply Reza and for the links. Much appriciated. I'll check them out for sure. In the meanwhile I just found out the MS does not give any discounts to NGO's when it comes to PowerApps using premium components. And making it in Teams to avoid cost is not an option I'm afraid. We can't afford paying for each of our volunteers having an app, so I will have to be creative of find an alternative/another way.
I’m confused on which licenses are needed across the board for this to work. I would need the Power Automate that included AI Builder and a premium license for Power App? Would end users of this also need these or would just the owner, similar to Power BI Pro?
8:12 You say that this solution can be leveraged in CDS (now Dataverse) for Teams, but as far as I know Dataverse for Teams doesn't offer an import option. Am I missing something?
Hi Christophe, you are abolsutely correct. I did mention that it can be leveraged but currently there is no import/export for dataverse. In fact there is no AI Builder also in Dataverse. However, you can build this solution in Dataverse by re-creating the sample Table structure. For the App, you can copy paste controls into the Dataverse for Teams App - you would have to do this screen by screen. For flows - you would need to rebuild and AI builder needs to be replaced with Azure Cognitive Services. I have actually recreated this entire solution with dataverse for Teams - here is a video walkthrough - ruclips.net/video/HdTcatQ0Spg/видео.html I plan to share it in community as soon as export/import comes alive which should be soon.
@@christophe7519 It is currently blocked by design. However there are trick ways of getting it to work even today if you head to the environment backend :) However, best to wait until those options become available. Hopefully we will have those options soon.
@@RezaDorrani Thanks for the great video! i saw that the import option is now available in Teams. do you have a solution package specifically for the Teams environment. if not, is copy-and-paste the best option to go from PowerApps in 365 to PA in Teams?
Hello, I really like your video 😊 Is there a way not to upload each file manually but to always get the next File from a folder in OneDrive or Share Point? I would like to validate a huge number of receipts and always choosing the file manually would take too long... Thank you!
This is great and I and might have missed something but can you save the image provided by the Receipt Processor back to a SP list etc.? I'd also like the image to be saved with the Office365User's name.
hi Reza, great video! I've downloaded the solution package but importing it as a solution in powerapps is not working for me. Do you know why is this? is it access issue? Thank you!
Hi Reza, this is awesome and stumbled on it trying to learn how to build an expense power app. When I try to import I receive an error saying 'Flow client error returned with status code "BadRequest" and details "{"error":{"code":"FlowMissingConnection","message":"The flow is missing a connection for api 'shared_approvals'. Reauthenticate the connection or remove from the flow and re-save."}}". Any ideas on how I troubleshoot and resolve this please?
Your most welcome! I have not come across the mentioned issue and hence not sure what the fix for your issue is. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com
Hi Reza, Your video was great and looks like something we could definitely use. I am new to PowerApps and Power Automate, could you tell me if the MO 365 Premium Business license includes Premium connectors (like Dataverse) and AI Builder?
The Power App can be used my multiple users. No limitation here as each user will run the App on their own broswers or mobile devices. In this App each user can add/edit their own records so no issue with parallel edits.
Read through all the comments, but unsure of the process I'd take. How would one go about bringing this into Sharepoint instead of Dataverse? Create each Table / Column as a Sharepoint List? So, import the app, then dig into the tables and manually recreate each item?
Hello Reza, I have a question regarding the dataverse table access. I configured one secutiry role for 1 custom dataverse table but when I share the app with another user Power Apps doesn't ask me which role I want to give that user (as you show in minute 15:42). I am really struggling with this. Appreciate your comments :)
@@RezaDorrani I know but I wonder what is the point if I have to give individualy roles to users intead of granting roles when sharing an app. This would be more problematic if I had to grant access to a group of users
Hello all, noobie question here. What field does the app use to associate the user to the expense? Is it Created By? Owner? TIA. Reza Great job with this! Mucho thanks.
Great video Reza! It seems the solution now requires Dataverse premium connector, is that the case? or maybe there is something I should do differently. Can you please advise? Thx!
Yes it does require premium licensing. However, if you take this to Dataverse for Teams, you would not require premium licensing. Dataverse for Teams does not have AI Builder currently. So you would lose the receipt scanning component but that can also be achieved by integrating with Azure.
@@RezaDorrani I was able to deploy the solution in Teams and it *mostly* works. The one thing that doesn't work is the link in the Email for the Approver to view the Expense. When you click the link it opens in a browser and there is an error message that states you require a Power Apps Premium. This is a show-stopper. I tried changing the URL in the Flow so that it launches in Teams instead of in a Browser... but then it doesn't seem to recognize the "&ExpenseID=" parameter. So it launches the app but doesn't open the Expense that needs to be approved.
Hi Reza - great work and I really enjoy your posts! I have a small issue with the receipt reader and your app, I am hoping you can assist with. I want to change the currency to £ (GBP). Can you advise how to adjust this?
Thanks! I have not come across any issue with importing and hence not sure what the reason for your issue is. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com
@@yuchikk007 I have not come across any issues with this solution. I cannot know whats the cause for your issues. It would be best to post your issues on forums.
Nice Video Reza, a question, if I want to use my phone camera instead uploading a file, is that possible? I am trying but I cannot get the control to run and process my image, thanks in advance
The control will allow you to launch your phone camera to get the image. Since my demo was run on the browser, it only allows to upload the image. Will work on a mobile device.
Hi Reza, after the expense request was approved, how do we get the "Line Items" for the expense that was approved , and send the data on an email to accounting? How do we extract the data from the Line Items table on the flow? Thank you
Great video! Is it possible to add a feature to read the expenses quota (from Sharepoint list) for each user? User cannot enter & submit the expenses amount that exceeded their quota.
I am facing issues while importing the project into solutions. Can you please make a detailed video may be split into parts if needed and build the same application from scratch? Thank you.
@@RezaDorrani Hi, do you have any steps/article/videos on how to create a summary table on expenses report? For example, I would like to see January report on how much i have claim? Thank you and stay safe.
Dear Reza, I got this notificaiton when I try to upload it. "One or more commands are unavailable due to your current privileges for this environment." I think as you mentioned, it is CDS package issue but I can't find how to proceed with CDS for Teams. Is there any video or link to show how to use CDS for Teams. Regards.
Check the CoE toolkit and Power Platform administration documentation. docs.microsoft.com/en-us/power-platform/guidance/coe/starter-kit docs.microsoft.com/en-us/power-platform/admin/admin-documentation docs.microsoft.com/en-us/power-platform/admin/governance-considerations
You need to import it as a solution. If you are facing issues importing the solution, I would recommend posting your issue with screenshots on the forums at powerusers.microsoft.com/
Has anything changed recently? I am trying to upload version 1.0.0.9 that I keep getting security/privilege errors on. not sure if its my admin account or the solution. just want to know if I should go down this rabbit hole
@@RezaDorrani we are planning to create an expense mgt app which will have liquidation menu, reimbursement menu and expense menu. on each number series, we wanted it to be unique so we will be able to filter it and know who's employee submitted it thank you so much
Reza Dorrani hi sir.. what i mean is for example, exp0001-Santos, exp0002-dorrani that is what i would want to achieve so that expenses will be unique for all users. Thank you
Hi Julien, I did not build a video for the chatbot. Although I do have a similar video explaining how to connect chat bots with the teams data source. Here is the link to the full series - ruclips.net/p/PLTyFh-qDKAiFG_FxWr-ACSmP39_84IUWl
@@RezaDorrani Thanks for sharing the playlist. The expense chatbot is really amazing because it covers images and icons within the chat conversation. I look forward to seeing a video explaining how to achieve that in PVA.
Hello Reza! When importing the solution I'm getting the following message: "The import of solution: Expense Reporting failed. " What could be the problem here?
Is there any additonal error logs. I have tested this in multiple tenants and also run it by some community folks and there were no issues. Although not needed, ensure you have envrionment admin access and AI builder license (trial will also do) when trying to import this solution.
Hello Reza, is it possible to upload a PDF instead of an image in the receipt scanning function? And be able to enlarge the uploaded receipt instead of a thumbnail? Thank you in advance
HI Reza, great work i must say. However, I was unable to import at very first step which says some issue with priviliges. Can you please comment on what privliges are required so I can get it sorted at my organization level
Import did not fully succeed, the PowerApp and Flow did not import for some reason but all choices, tables and security role components did ok. Anyone any idea? Is it perhaps it is premium PowerApps functionality (I don't have the premium license)?
It is premium. Requires AI Builder license and Power Apps premium license. Not sure if the import issue is related to it though. I will have to look at your import process in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
Hello Reza, it says "You don't have the required permissions to query the progress of solution import, please review Solution History periodically for progress updates." when i tried importing solution as zip file.
@@bashthetrader Env security roles. I will recommend you post your query with screenshots on the forums at powerusers.microsoft.com for step by step guidance
Hi Reza. Great app. I removed the OCR capability, but still get this message: This app uses features that come with a Power Apps premium plan Where am I going wrrong?
@@RezaDorrani Thanks for your response. Is the Sharepoint version another solution I need to download, or do I just create all the tables as lists, and point the data source to it? Sorry, very new here.....
Thank you so much for sharing your Expense App Reza! After importing the solution, I get to the part where we need to turn on the Expense Report Process. It fails on the "Approvals" connection with "Create simple connection failed". I'm unable to add the connection. I have the necessary licenses and I'm and admin. Any ideas? **Update** If anyone has this issue, apparently you can only have one Approval connection in total. If you delete your existing Approval connection, you can add this solution properly. Then you need to go back into your other Flows and update the Approval connection. Since Sept 2020, there are only "Connection References" and not "Connections".
Hello, Seems like you have a specific use case around sub galleries in a gallery. It would be difficult to provide assitance in this chat window, Please post your query with screenshots on the community forum powerusers.microsoft.com/t5/General-Discussion/bd-p/PowerAppsForum1
HI Reza, great video, and potentially a very useful app: I got stuck on entering the cost-center information, the GUI changed, there is no "add record" , any ideas ? thanks a lot.
okay managed it (by hitting "new row" and filling the columns "name", "approver"). The app is running :-) .. thanks a lot. Next question, is it possible to have various approver for one Cost Center ?
Hello Raza, Could we please have a new video on the Expense Claim app, specifically focusing on how to manage data in SharePoint? I attempted to follow the previous instructions, but I've noticed that there have been significant changes on 365 portal.
This video shows expense claims app with Dataverse and continues to work fine. Nothing to do with SharePoint or any changes in product. I make videos when I receive multiple requests on a topic. Every quarter I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
if i dont want to use security roles and through tables i want to give access to the user and approver? what changes i need to do and also in the flow?
@@M123-r6v You need to tell them about the right way to do it. I’m not aware of other options. I will recommend posting your query on forums in case someone has done something similar powerusers.microsoft.com
@@RezaDorrani can you please help me in one more thing that if i want to convert its approval system into multi level so how can i? In the existing system?
Great video Reza... I watched it many times and imported your solution.... If I need to remove new_enddate in the newexpense screen... how do I remove it as a required field? Thanks in advance
Thanks. You would need to first go to the Table for Expenses and remove the required field setting for the column. Then edit the App, and set required property of end date data card to false.
@@RezaDorrani Hey Reza... may I ask you this? If I want to add the amount(USD) to show in the approver email, how do I add it in the Flow? I added triggerOutputs()['body/new_cost']. The flow failed. Any help is appreciated. Thank you.
@@andrewng9751 You should get it from dynamic content. I will have to look at your flow in action to know the exact cause of your issue and provide guidance. I will recommend to posting your issue with screenshots on the forums at powerusers.microsoft.com
@@RezaDorrani I guess I will need to create a new dynamic content? I was try to display "amount" in the line item to be reflected in the approver's email. I searched the dynamic content but no avail...
Hello please i was able to import the expense report as a solution and launch the power apps but when I try to delete the current data connections and add mine, the app reads error and says no data connection.
Must be some issue with connectivity. It is difficult to provide direction here in chat without looking at the error or screenshots. I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com
Hi Reza, Do you have any video explaining what is the difference between normal Microsoft 365 products and MS Dynamics 365 ? If you have no video on this, would you please create a short video on this ? Note: right now we are using Microsoft 365 business products for our companies but what is new in MS Dynamics or why we should use MS Dynamics. Thank you very much :) ❤
I do not have any videos on it and I have done little to no work on dynamics 365. I recommend posting checking on forums in case someone has done something similar powerusers.microsoft.com
Hi Reza, thank you for this video, really I was doing an App like this to my job, I'm accountant and really that It is amazing, but I have a little problem, I having a problem with the Import in Power App, It's the same always said "There was an error. Try it again later.", maybe It's only with me :/
The zip file is a solution file. So you have to import it as a solution. Check this link out - docs.microsoft.com/en-us/powerapps/maker/common-data-service/import-update-export-solutions Please note you would need to ensure you are the environment admin when importing. You would also need premium license (you can get the trial) - for both Power Apps and AI Builder (since the solution leverages the Receipt scanning component)
Hey..... when i try to upload zip package that you gives in description... it shown me an error i.e. something went wrong.please try again later.. please help !
In approval process.... I did not get any email to approve expenses, i am getting only approval inside power automate... not only this , in any phase's when i use approval process in microsoft flow i get only notification not email..... any help ?
Hi Reza, I have a couple of questions. 1. Do we need to map the data points of the receipt every time when we have a different format ? 2. Can we use the multiple pages of invoice in this AI scanning solution ?
Hi Suresh, 1 - The receipt scanning component is a pre-built model. It should work for all standard receipt types. Currently only works for US receipts. Read more - docs.microsoft.com/en-us/ai-builder/prebuilt-receipt-processing 2 - Yes - docs.microsoft.com/en-us/ai-builder/prebuilt-receipt-processing#supported-languages-and-files
Reza Dorrani Thank you very much. 1. Do you have a video about a standard printing solution in powerapps.? 2. Can we launch office documents like word, excel, PowerPoint from PowerApps if I save it in an on prem sql db binary format?
Yes. One can track all details of an approval. I have done several videos on tracking approval history. Approval's playlist - ruclips.net/p/PLTyFh-qDKAiEs0rhQuR7fwSv5_63FHr_0
Hi Jayant, Yes you can. However SharePoint is not a relational database and will have challeneges in handling security as well. Here are the steps for SharePoint - docs.microsoft.com/en-us/powerapps/maker/canvas-apps/expense-report-install
Reza, I'm not getting approval and throwing an error "BadRequest. The request failed. Error code: 'InvalidApprovalCreateRequestAssignedToNoValidUsers'. Error Message: 'Required field 'assignedTo' contained no valid users in the organization'. " It shows Connection: Approvals. Kindly guide me how to short out this error.
@@RezaDorrani, further, possible to show us how to generate the expenses detailed report in Pdf format as an approved document, and triggering emails to the concerned users?.
Hi Reza, could you make a video of how to send a pdf to the email through the powerapps containing the information released in the powerapps form + a photo inside that pdf? I would have to use HTML to create this table and attach the base64 image within that table, but I've tried and I couldn't get where I work to do this. would help me and everyone because there is no video like that. thank you and great week
Currently, the html approach is the only standard license option available. Challenge there is the generating that HTML and working with images adds additional complexity. I do have a long running backlog of items and will add this to it.
@@RezaDorrani Sorry to bother, is there any chance that you can show how to do this app entirely in Microsoft Team dataverse? The solution package is not working in Team
one the most best videos that I have ever seen. Loved the Expense App & its so polished.. How did you manage the control the fonts and styles in this app? thanks a ton for sharing !
Hi Aroh, This App is actually based on a template called "My Expenses" which includes all the fantastic styles and fonts. This entire solution was built in less than 10 hours.
Thanks Reza for your reply. I will check it.
@@RezaDorrani What an incredible application, could you make a tutorial?
@@willysaico On how to build this from scratch? I can add this request to my backlog.
@@RezaDorrani Yes, how can the application and the FLOW flows be built, unfortunately some of us could not import the solution
Well, just 2 min into the video I have to pause and leave a comment, Another gem video. Common and very applicable business use case. As usual thank you Reza. It's much helpful
Thank you for your kind words 🙏
Hopefully the next 21 mins of the video are equally worthed 😊
Amazing! Thanks a ton - super easy solution to a cumbersome problem for small companies. Really appreciate your contributions!!
Most welcome
As always great video Reza. Looking forward to your series on Approval workflows
Thank you.
Yes, approval series is Coming soon!
does this video show how to create the whole system?
No
This is a fantastic video. Reza thanks for sharing
Thank you for watching
Reza, I know this is asking a lot but is it possible to get the package without the AI builder? The whole tool is amazing but I can't swing a $500 per month commitment for the AI builder.
Thank you!!
I know some folks who have taken the base package and customized it.
I would have to build it out without AI Builder. I currently have a long backlog of videos I am working on. I would not get to this anytime soon. I will add your request to my backlog.
Reza, great video! Does this have the ability to export all the expenses for the year to a csv or would that be something I would need to expand on using Power Automate?
Power Apps does not have native export capabilities.
Flow can pull data from CDS and generate CSV.
CDS itself has ability to export data to excel.
Power BI can also be setup against CDS to visualize and run reports on the expenses
I am loving app, however a few questions sorry again --- 1. Is there any way to attach a PDF . 2. Can we access backend data and move attachments to our finance system for audit purposes.
Thanks.
1 - Yes, there is a data type called File in Dataverse.
2 - Yes, you can connect to other data sources in Power App. Alternatively, you can also call Power Automate to move data to your backend systems.
Great video, Reza, thank you!
Thank you for watching
Hi Reza, nice video! I had a question is it possible to extract data from the inputted information that goes into the app?? Let’s say via RPA for a SAP upload? For example.
Sorry, I meant via power automate
Yes you can!
Hi Reza. I can't tell you how helpful your content is. It has been a lifesaver that kept me from beating my head against a wall many times. I'm facing a problem where i need to process an old AS400 style report where the table has a reader row that relates to child rows within the table. For instance it may have a WO number and description followed by rows of data for day 1 for that WO with Employee data with hours pay rate and and total amount paid for each employee. Then you would get the next day's data relating to the WO without the WO repeating but this time there are multiple employees on that day. This may repeat for 4 days worth of data, then then ext record with a new WO will be present followed by the date row, fowlowed by the employee rows and so on. I feel like i need to have multiple tables that can somehow relate to each other and repeat, but don't know how to accomplish that. I can't get my head wrapped around how to make this work. Thoughts?
Thanks Lonny for your kind words.
You scenario sounds complex. More like related table with date ranges. This is something I would have to try to know what options to have. May be a related table with date information and then query the relationship + filter on date.
I have not done anything like this or have any video references to point to.
I would recommend checking or posting your query on forums in case someone has done something similar
powerusers.microsoft.com
@@RezaDorrani is there a way I could send you a sample statement so you can have a better idea of the format?
@@mrmitchell1121 Chat is the only option I have open for subscribers. Forums would be a good option for you to try.
Great video, thanks. Is there anything you would do differently now in 2024 versus back when you made this video?
Most welcome!
The crux of it would remain the same.
@@RezaDorrani Cool - would it be feasible to do this using SharePoint lists instead? (small organisation that is cost-sensitive to Premium licenses and I am a lot more familiar with SP)
@@aamericanos Yes you can but there will be loss of features like receipt scanning AI as that uses Dataverse and requires premium licenses.
hi Reza, thanks for the video, it is amazing, i m looking at building something similar for work. I just have a quick question though, as soon as i import the solution, it converted the PA steps and connection to Dataverse, do i need premium license for everyone in the company to use the app?
AI receipt scanning is built on top of Dataverse and is a premium feature set
@@RezaDorrani I have removed the AI receipt scanning function as instructed in the video, do i still need premium license? is there anyway to change from dataverse steps to something else?
@@jacknguyen912 Tables leveraged in App are Dataverse. You would need to pick another data source of your choice and rebuild connections + app logic is Dataverse centric (all of that would need to be updated).
Hi Reza This is a Amazing App. Thank you!
You're most welcome!
@@RezaDorrani Question, I Manage to import the solution in power app Teams. everything is working ok. But I don't see the Expense Contributor and Approvers security role. Any advice where to find them? Thank you..
@@agoc10 It should be deployed as part of the solution deployment. Honestly, it's been a long while since I did this video so do not recollect a lot about it.
@@RezaDorrani Thank you So much!
@Reza Dorrani One more question, I have created Additional screen for View all Record screen How can I show all the Data on that screen. Any advice Please thank you..
Great video, Reza. Quick Question - Can the category of the expenses also be figured out automatically by AI?
Possible with custom AI models. The standard receipt AI does not provide category as far as I know.
Hi Reza, fantastic video which is still highly usable today. Can you please suggest how to relate the tables "Expenses" and "Line items" in the flow "Expense Report Process", so that the lines related to one Expense report is sent. When I try to use the "List rows" and filter rows on new_Expenses eq 'Name' (=name variable from Expenses table), I always get an error that a binary operator with incompatible types was detected (A binary operator with incompatible types was detected. Found operand types 'Microsoft.Dynamics.CRM.new_expenses' and 'Edm.String' for operator kind 'Equal'.). Any suggestions? Many thanks!
I do not have a video reference on this scenario and would have to try it out to provide guidance. I recommend checking on the forums at powerusers.microsoft.com/ in case someone has done something similar.
Amazing! Thanks a lot that was extremely helpful!
You are most welcome
@@RezaDorrani can you please tell me the setting to get the Approver to be able to see expenses from all users ?
@@MrJustdoit82 In the My expense screen, the gallery has a filter to only show the current users expenses. You can remove that filter condition to see all expenses.
Rezza, great stuff. Do you (or anyone reading) have any practical referencing on how to properly license the AI can this only be licensed on a per user model? I seem to have a per app premium license so trying to figure out if the AI stuff is separate.
AI Builder requires premium licensing which is covered by per app or per user license + also requires AI Builder credits assigned to environment. Check documentation on AI builder licensing.
Great video, do you have additional videos related to expense reports that are broken down and begin from creating the flows?
I do not have additional videos on this, but the video description has link to download the entire solution which includes the flows.
Thank you for sharing this video, while showing the total filtered from the line items, there is a warning (delegation). It states as The "Sum" part of this formula might not work correctly on large data sets. Could you help me to find out?
Sum is not a delegable query with sharepoint.
Check ruclips.net/video/qsIn0mytC_8/видео.html
Reza, I seem to have an issue displaying the "created by" and "modified by" columns from the expense table in dataverse. When I add them to a new modern table control on a new screen, they show as "custom cards" and are just blank... other fields from the expense form work fine. Any ideas?
Those are read only columns and probably will only show up in view form mode.
@@RezaDorrani thanks. I am looking at presenting an additional stage in the process for an admin team to process after approval. I would like to display this created by property - changing the display mode to views does not help. Should I try to capture the originator in another field on first submit?
Seems like I should be able to display "created by" but the card appears as a "custom card" when adding the field to the modern table control.
For anyone reading - this has now started working. I added a text label in a seperate container on the app, and used the dataverse table as the source, added the fields one by one in a classic gallery.... And now the modern table pulls this value through... 🙂
@@DavidJones-te9rf created by and modified by will only have values once record is created
Great video Reza. Really appreciate it. Is there a video about step by step tutorial of how to build this app?
Thanks!
Video description has link to download the entire solution. I don’t have any other reference video on this.
Thank you so much Reza, Can I choose the Share Point List as the data storage? For storing tables (the database) on to it... Also, may I have a look on your database design? Thank you so much.
Yes, you can use SharePoint.
The video description has a link to download the solution file which includes the Tables, App, flow and other components.
Hello please were you able to achieve using share point list as the data storage?
@@kress9719 I did it for a customer project. But I do not have the code base anymore.
I have app working its great , do you know what licences are required on top of 365 basic. Also I noticed on video you have CDS one that App setup automatically for me is Dataverse. Thanks
Requires premium licensing. CDS was renamed to Microsoft Dataverse.
This solution looks awesome! I want to know if this solution is still working cos the video is from 4 years ago?
Most welcome!
Try deploying it in a dev env and give it a try. I had someone tell me about using this in one of their environments 6 months ago.
Hi Rezza, excellent video, thanks for sharing this precious work. Quick question, so everything is store within the app. Could we also have the expenses on a sharepoint list in parallel ? Thanks
Also Rezza, I have done a few tests on the app but would like to delete them now to go live. How can I do this ? Thanks a lot.
Possible. I had this built completely on SharePoint for a customer.
You will need to remove the records from the Dataverse Tables.
@RezaDorrani this is a great video indeed! You mention though that it can be deployed on a normal not premium MS subscription. 1. What needs to be replaced for Teams CDS to work and 2. Removing the AI scanning is enough for that? Thank you
Build it in Dataverse for Teams and remove the AI component
very great video
Thanks
Thanks for putting this out there Raza. Great work! Also in making the video. I work for an NGO helping people with MS and would really like to use this for our volunteers. Thus our accounting dept. loves the idea og me implementing this, but also have a need to keep a copy of the expense report (and attachments) do to a requirement by law; it should me kept 5 years for auditing matters. Are there any way this can be accomplished in you flow - either sending a copy of the transaction and attachments via mail og info+receipts stored in SharePoint? Thanks again.
Possible to export using flow. I do not have an exact video for your use case.
Export to PDF from Power Apps using flow - ruclips.net/video/Da4do2DxmJE/видео.html
Export to excel from Power Apps using flow - ruclips.net/video/tQCBWMR7T64/видео.html
@@RezaDorrani Thanks for you reply Reza and for the links. Much appriciated. I'll check them out for sure. In the meanwhile I just found out the MS does not give any discounts to NGO's when it comes to PowerApps using premium components. And making it in Teams to avoid cost is not an option I'm afraid. We can't afford paying for each of our volunteers having an app, so I will have to be creative of find an alternative/another way.
Excellent video
Thank you very much!
I’m confused on which licenses are needed across the board for this to work.
I would need the Power Automate that included AI Builder and a premium license for Power App? Would end users of this also need these or would just the owner, similar to Power BI Pro?
Yes. you would need premium licenses for app and flow. Every App user would need the premium license.
8:12 You say that this solution can be leveraged in CDS (now Dataverse) for Teams, but as far as I know Dataverse for Teams doesn't offer an import option. Am I missing something?
Hi Christophe, you are abolsutely correct. I did mention that it can be leveraged but currently there is no import/export for dataverse. In fact there is no AI Builder also in Dataverse.
However, you can build this solution in Dataverse by re-creating the sample Table structure. For the App, you can copy paste controls into the Dataverse for Teams App - you would have to do this screen by screen. For flows - you would need to rebuild and AI builder needs to be replaced with Azure Cognitive Services.
I have actually recreated this entire solution with dataverse for Teams - here is a video walkthrough - ruclips.net/video/HdTcatQ0Spg/видео.html
I plan to share it in community as soon as export/import comes alive which should be soon.
@@RezaDorrani Thanks for the reply! And good to know that export/import can be expected soon. I thought it was blocked by design.
@@christophe7519 It is currently blocked by design. However there are trick ways of getting it to work even today if you head to the environment backend :)
However, best to wait until those options become available. Hopefully we will have those options soon.
@@RezaDorrani Thanks for the great video! i saw that the import option is now available in Teams. do you have a solution package specifically for the Teams environment. if not, is copy-and-paste the best option to go from PowerApps in 365 to PA in Teams?
@@novb415 Import is available but export is not. Once export is available, I will share the solution. Make sure to remind me please.
Hello, I really like your video 😊 Is there a way not to upload each file manually but to always get the next File from a folder in OneDrive or Share Point? I would like to validate a huge number of receipts and always choosing the file manually would take too long... Thank you!
Thanks!
I am not aware of any options to do that.
@@RezaDorraniOkay- Thank you for your answer! :-)
I wish we are able to also see the data model and the thinking behind it as well. If you can plssssss cover data modeling in one of your next videos
This is an out of the box (pre-trained) model and is ready to go.
This is great and I and might have missed something but can you save the image provided by the Receipt Processor back to a SP list etc.? I'd also like the image to be saved with the Office365User's name.
All possible but my video is related to Dataverse. Video description has link to download sample solution.
@@RezaDorrani Thanks. I’ve sorted it by leveraging the ReceiptProcessor.OriginalImage and PowerAutomate.
Great video!
Glad you enjoyed it
hi Reza, great video! I've downloaded the solution package but importing it as a solution in powerapps is not working for me. Do you know why is this? is it access issue? Thank you!
You will need an environment with Dataverse Database and will need Environment Admin privileges to import the solution.
Hi Reza, this is awesome and stumbled on it trying to learn how to build an expense power app. When I try to import I receive an error saying
'Flow client error returned with status code "BadRequest" and details "{"error":{"code":"FlowMissingConnection","message":"The flow is missing a connection for api 'shared_approvals'. Reauthenticate the connection or remove from the flow and re-save."}}".
Any ideas on how I troubleshoot and resolve this please?
Your most welcome!
I have not come across the mentioned issue and hence not sure what the fix for your issue is. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com
Hi Reza, Your video was great and looks like something we could definitely use. I am new to PowerApps and Power Automate, could you tell me if the MO 365 Premium Business license includes Premium connectors (like Dataverse) and AI Builder?
M365 Premium business does NOT include Premium connectors.
@@RezaDorrani Thank you so much for confirming!
Great video Awesome! Reza, thank you! do you have a step by step tutorial?
I do not have a step by step tutorial.
Thanks,how many users can edit parallely.I mean is there performance or user limitation specially implementing in bigger orgs.
The Power App can be used my multiple users. No limitation here as each user will run the App on their own broswers or mobile devices. In this App each user can add/edit their own records so no issue with parallel edits.
Read through all the comments, but unsure of the process I'd take.
How would one go about bringing this into Sharepoint instead of Dataverse? Create each Table / Column as a Sharepoint List?
So, import the app, then dig into the tables and manually recreate each item?
dig into the tables and manually recreate each item? Yes
It would be a lot of work.
Hello Reza, I have a question regarding the dataverse table access. I configured one secutiry role for 1 custom dataverse table but when I share the app with another user Power Apps doesn't ask me which role I want to give that user (as you show in minute 15:42). I am really struggling with this. Appreciate your comments :)
Not sure why power apps is not giving you the option. You can always grant the security role to the user directly from admin center.
@@RezaDorrani I know but I wonder what is the point if I have to give individualy roles to users intead of granting roles when sharing an app. This would be more problematic if I had to grant access to a group of users
@@benjaminlahsen6721 ideally you share an app with a SG and give sec role to SG.
Hello all, noobie question here. What field does the app use to associate the user to the expense? Is it Created By? Owner? TIA. Reza Great job with this! Mucho thanks.
Owner
@@RezaDorrani thank you!
Great video Reza! It seems the solution now requires Dataverse premium connector, is that the case? or maybe there is something I should do differently. Can you please advise? Thx!
Yes it does require premium licensing. However, if you take this to Dataverse for Teams, you would not require premium licensing.
Dataverse for Teams does not have AI Builder currently. So you would lose the receipt scanning component but that can also be achieved by integrating with Azure.
@@RezaDorrani I deployed the solution in Dataverse for Teams and it's working! it totally answers the customer's requirements. Awesome, thanks a lot!
@@opercol40 Superb!
@@RezaDorrani I was able to deploy the solution in Teams and it *mostly* works. The one thing that doesn't work is the link in the Email for the Approver to view the Expense. When you click the link it opens in a browser and there is an error message that states you require a Power Apps Premium. This is a show-stopper.
I tried changing the URL in the Flow so that it launches in Teams instead of in a Browser... but then it doesn't seem to recognize the "&ExpenseID=" parameter. So it launches the app but doesn't open the Expense that needs to be approved.
@@opercol40 Did the link in the approval email work for you? When I click on the link it opens in a browser and says you need Power Apps Premium
Hi Reza - great work and I really enjoy your posts! I have a small issue with the receipt reader and your app, I am hoping you can assist with. I want to change the currency to £ (GBP). Can you advise how to adjust this?
Thanks!
I have not tried currency conversions as such so not sure.
@@RezaDorraniOK. Final quick question if I may; Can you advise on the best way to update a sharepoint list can be updated once an expense is approved?
@@JonathanBracher-sn2gz use Update item action
Hi Reza,
I am new to power platform and your videos are really helpful.
I have issue in this solution am not able to import.
Thanks!
I have not come across any issue with importing and hence not sure what the reason for your issue is. I recommend posting your issue with screenshots on the forums at powerusers.microsoft.com
@@RezaDorrani it was imported finally but there were deligation error
@@yuchikk007 I have not come across any issues with this solution. I cannot know whats the cause for your issues. It would be best to post your issues on forums.
Nice Video Reza,
a question, if I want to use my phone camera instead uploading a file, is that possible?
I am trying but I cannot get the control to run and process my image, thanks in advance
The control will allow you to launch your phone camera to get the image.
Since my demo was run on the browser, it only allows to upload the image.
Will work on a mobile device.
@@RezaDorrani Thank you master, you are right once I tested it in my cellphone it asked me for the source
Hi Reza, I just downloaded the App from the Gihub link, but it doesn´t work. Should I do something before import package on Power Apps platform?
You have to import it as a solution.
Hi Reza, after the expense request was approved, how do we get the "Line Items" for the expense that was approved , and send the data on an email to accounting? How do we extract the data from the Line Items table on the flow? Thank you
Idea would be to query line items table based on the expense lookup column. I do not have a specific video on this scenario though.
Great video!
Is it possible to add a feature to read the expenses quota (from Sharepoint list) for each user?
User cannot enter & submit the expenses amount that exceeded their quota.
Possible. When user clicks submit button you can query your list to check quota and accordingly display quota exceeded message.
Thank you Reza
I will explore on this
and what do you think about cloud Timestatement time tracking and invoicing?
Sorry, I did not understand your question.
Awesome video.
Glad you enjoyed it
I am facing issues while importing the project into solutions. Can you please make a detailed video may be split into parts if needed and build the same application from scratch?
Thank you.
The solution file is provided for download. Not sure what issues are you facing. I have no plans for building another version of this video.
Hi Reza and that's a best video ! Do it have a multiple approver for the expenses app guide for this expenses app? Thank you.
Thanks.
Check my approvals playlist - ruclips.net/p/PLTyFh-qDKAiFUGTtwSwFT79Y7_jq_Aipe
@@RezaDorrani Hi, do you have any steps/article/videos on how to create a summary table on expenses report? For example, I would like to see January report on how much i have claim? Thank you and stay safe.
@@dicksontantacksinn3493 Check this one - ruclips.net/video/tQCBWMR7T64/видео.html
Dear Reza,
I got this notificaiton when I try to upload it. "One or more commands are unavailable due to your current privileges for this environment."
I think as you mentioned, it is CDS package issue but I can't find how to proceed with CDS for Teams. Is there any video or link to show how to use CDS for Teams. Regards.
I do not have a specific video reference for this with Teams
When I install this it's saying I need a Power Apps license to use it, does this mean every user will need a power apps license or just the creator?
Every user
Reza, great video. Would you know anyone who can build and tailor the app for expenses to our needs?
Send me an email at reza.dorrani@outlook.com
How can we control the low-code versions and even avoid platform administrators to change the PowerApp layout, solution, etc.?
Check the CoE toolkit and Power Platform administration documentation.
docs.microsoft.com/en-us/power-platform/guidance/coe/starter-kit
docs.microsoft.com/en-us/power-platform/admin/admin-documentation
docs.microsoft.com/en-us/power-platform/admin/governance-considerations
Hello, you video is very good. However, import doesn't work for me either, may I send you the error log?
You need to import it as a solution.
If you are facing issues importing the solution, I would recommend posting your issue with screenshots on the forums at powerusers.microsoft.com/
Hi Reza, is it possible to create a summary table for all the expenses created with filtering, such as view all expenses on the month of May?
Possible. You may want to look at this video - ruclips.net/video/tQCBWMR7T64/видео.html
Has anything changed recently? I am trying to upload version 1.0.0.9 that I keep getting security/privilege errors on. not sure if its my admin account or the solution. just want to know if I should go down this rabbit hole
You need to install solution with account that is an environment admin.
Hi Sir Reza, is it possible to have a number series of the created expense? or numbering with initial of the employee thank you
Definitely possible
@@RezaDorrani hi sir. how can i possibly code it? sorry but im new to powerapps and learning things. hopefully you can help me. thank you.
@@jcsantos6960 You can use User().Email or User().FullName to get details of logged in user
@@RezaDorrani we are planning to create an expense mgt app which will have liquidation menu, reimbursement menu and expense menu. on each number series, we wanted it to be unique so we will be able to filter it and know who's employee submitted it thank you so much
Reza Dorrani hi sir.. what i mean is for example, exp0001-Santos, exp0002-dorrani that is what i would want to achieve so that expenses will be unique for all users. Thank you
Hi Reza, thanks for this amazing video. I would like to ask you if you have a video showing how to build the Expense Reporting Chatbot for this app?
Hi Julien, I did not build a video for the chatbot. Although I do have a similar video explaining how to connect chat bots with the teams data source. Here is the link to the full series - ruclips.net/p/PLTyFh-qDKAiFG_FxWr-ACSmP39_84IUWl
@@RezaDorrani Thanks for sharing the playlist. The expense chatbot is really amazing because it covers images and icons within the chat conversation. I look forward to seeing a video explaining how to achieve that in PVA.
Hello Reza! When importing the solution I'm getting the following message: "The import of solution: Expense Reporting failed.
" What could be the problem here?
Is there any additonal error logs. I have tested this in multiple tenants and also run it by some community folks and there were no issues.
Although not needed, ensure you have envrionment admin access and AI builder license (trial will also do) when trying to import this solution.
Hello Reza, is it possible to upload a PDF instead of an image in the receipt scanning function? And be able to enlarge the uploaded receipt instead of a thumbnail? Thank you in advance
Check documentation for receipt scanning component. Not sure if it supports pdf.
@@RezaDorrani Thanks
HI Reza, great work i must say. However, I was unable to import at very first step which says some issue with priviliges. Can you please comment on what privliges are required so I can get it sorted at my organization level
Environment Admin
@Reza , Do you have CDS introductions in your RUclips channel ? I need to learn more, Thank you
ruclips.net/video/VgX2BIdEdqs/видео.html
Hi Rezza...
Could you share what to do in the new GUI, I got stock in the Cost center dialog :(
Video description has link to download sample solution.
This video was built 2 years ago. I do not even have the codebase anymore.
Import did not fully succeed, the PowerApp and Flow did not import for some reason but all choices, tables and security role components did ok. Anyone any idea? Is it perhaps it is premium PowerApps functionality (I don't have the premium license)?
It is premium. Requires AI Builder license and Power Apps premium license.
Not sure if the import issue is related to it though. I will have to look at your import process in action to provide guidance. I would recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com
Can we build this having sharepoint as backend instead of dataverse?
Yes, you can replace with SharePoint data source.
Hello Reza, it says "You don't have the required permissions to query the progress of solution import, please review Solution History periodically for progress updates." when i tried importing solution as zip file.
You will need env admin rights.
@@RezaDorrani how do i enable that please?
@@bashthetrader It is a security role for the environment. Talk to your IT admin.
@@RezaDorrani Hi Reza, I am the IT admin. Please where do I go to access this security role?
@@bashthetrader Env security roles. I will recommend you post your query with screenshots on the forums at powerusers.microsoft.com for step by step guidance
Hi Reza. Great app. I removed the OCR capability, but still get this message: This app uses features that come with a Power Apps premium plan
Where am I going wrrong?
App is using Dataverse which is premium.
You have 2 options for your data source - SharePoint or Dataverse for Teams.
@@RezaDorrani Thanks for your response. Is the Sharepoint version another solution I need to download, or do I just create all the tables as lists, and point the data source to it? Sorry, very new here.....
@@DanieCoetzee61 You would have to move all the tables to lists.
Thank you so much for sharing your Expense App Reza! After importing the solution, I get to the part where we need to turn on the Expense Report Process. It fails on the "Approvals" connection with "Create simple connection failed". I'm unable to add the connection. I have the necessary licenses and I'm and admin. Any ideas?
**Update** If anyone has this issue, apparently you can only have one Approval connection in total. If you delete your existing Approval connection, you can add this solution properly. Then you need to go back into your other Flows and update the Approval connection. Since Sept 2020, there are only "Connection References" and not "Connections".
Yes the connection references point is accurate.
Why I can't select in a subGallery?
example: Gallery1 > Gallery2 (you cannot select gallery2 items) -> Gallery2,selected,name (Shows nothing)
HELP PLS!!
Hello,
Seems like you have a specific use case around sub galleries in a gallery.
It would be difficult to provide assitance in this chat window,
Please post your query with screenshots on the community forum
powerusers.microsoft.com/t5/General-Discussion/bd-p/PowerAppsForum1
HI Reza, great video, and potentially a very useful app: I got stuck on entering the cost-center information, the GUI changed, there is no "add record" , any ideas ? thanks a lot.
Check some of my newer videos on Dataverse. You can also check documentation on how to enter data in Table.
okay managed it (by hitting "new row" and filling the columns "name", "approver"). The app is running :-) .. thanks a lot. Next question, is it possible to have various approver for one Cost Center ?
@@ulrikescheib5950 Change approver column to text type and add your approver emails semicolon separated
Hello Raza,
Could we please have a new video on the Expense Claim app, specifically focusing on how to manage data in SharePoint? I attempted to follow the previous instructions, but I've noticed that there have been significant changes on 365 portal.
This video shows expense claims app with Dataverse and continues to work fine.
Nothing to do with SharePoint or any changes in product.
I make videos when I receive multiple requests on a topic. Every quarter I ask subscribers for topic suggestions on Community Tab of my channel. Most voted idea gets added to my backlog. Make sure to post this idea whenever I post the next topic suggestion post.
Can i ask a question, how can i see the common data service in power automate?
Common Data Service has been renamed to Microsoft Dataverse. You can work with the Dataverse connector in Power Automate.
Thank you very much
if i dont want to use security roles and through tables i want to give access to the user and approver?
what changes i need to do and also in the flow?
Security roles is how you assign permissions to tables
@@RezaDorrani basically im on my internship and they have asked me not to use security roles instead of this create tables for user and admin
@@M123-r6v You need to tell them about the right way to do it.
I’m not aware of other options.
I will recommend posting your query on forums in case someone has done something similar powerusers.microsoft.com
@@RezaDorrani can you please help me in one more thing that if i want to convert its approval system into multi level so how can i? In the existing system?
@@M123-r6v I have done many videos on approvals. They are all placed in a playlist. I would recommend learning from those videos.
Great video Reza... I watched it many times and imported your solution.... If I need to remove new_enddate in the newexpense screen... how do I remove it as a required field? Thanks in advance
Thanks.
You would need to first go to the Table for Expenses and remove the required field setting for the column.
Then edit the App, and set required property of end date data card to false.
@@RezaDorrani Hello Reza.... it works!! Thank you...
@@RezaDorrani Hey Reza... may I ask you this? If I want to add the amount(USD) to show in the approver email, how do I add it in the Flow? I added triggerOutputs()['body/new_cost']. The flow failed. Any help is appreciated. Thank you.
@@andrewng9751 You should get it from dynamic content.
I will have to look at your flow in action to know the exact cause of your issue and provide guidance.
I will recommend to posting your issue with screenshots on the forums at powerusers.microsoft.com
@@RezaDorrani I guess I will need to create a new dynamic content? I was try to display "amount" in the line item to be reflected in the approver's email. I searched the dynamic content but no avail...
Hello please i was able to import the expense report as a solution and launch the power apps but when I try to delete the current data connections and add mine, the app reads error and says no data connection.
It says no data source provided
Must be some issue with connectivity.
It is difficult to provide direction here in chat without looking at the error or screenshots.
I would recommend you post your issue/query with screenshots on the forums at powerusers.microsoft.com
i already have an excel for expenses, can I use this excel to feed the app?
This app uses dataverse as a data source. You could use excel as well but formulas would be different.
@@RezaDorrani great to know thanks !
Hi Reza, Do you have any video explaining what is the difference between normal Microsoft 365 products and MS Dynamics 365 ? If you have no video on this, would you please create a short video on this ?
Note: right now we are using Microsoft 365 business products for our companies but what is new in MS Dynamics or why we should use MS Dynamics.
Thank you very much :) ❤
I do not have any videos on it and I have done little to no work on dynamics 365.
I recommend posting checking on forums in case someone has done something similar
powerusers.microsoft.com
Hi Reza, thank you for this video, really I was doing an App like this to my job, I'm accountant and really that It is amazing, but I have a little problem, I having a problem with the Import in Power App, It's the same always said "There was an error. Try it again later.", maybe It's only with me :/
The zip file is a solution file. So you have to import it as a solution.
Check this link out - docs.microsoft.com/en-us/powerapps/maker/common-data-service/import-update-export-solutions
Please note you would need to ensure you are the environment admin when importing. You would also need premium license (you can get the trial) - for both Power Apps and AI Builder (since the solution leverages the Receipt scanning component)
Hey..... when i try to upload zip package that you gives in description... it shown me an error i.e. something went wrong.please try again later.. please help !
The package is a solution file.
@@RezaDorrani ohh thanx....👍
In approval process.... I did not get any email to approve expenses, i am getting only approval inside power automate... not only this , in any phase's when i use approval process in microsoft flow i get only notification not email..... any help ?
@@saurabhvarshney205 Ensure your approver is internal to organization. You have to set the approver in the Cost Center table.
Hi Reza,
I have a couple of questions.
1. Do we need to map the data points of the receipt every time when we have a different format ?
2. Can we use the multiple pages of invoice in this AI scanning solution ?
Hi Suresh,
1 - The receipt scanning component is a pre-built model. It should work for all standard receipt types. Currently only works for US receipts. Read more - docs.microsoft.com/en-us/ai-builder/prebuilt-receipt-processing
2 - Yes - docs.microsoft.com/en-us/ai-builder/prebuilt-receipt-processing#supported-languages-and-files
Reza Dorrani Thank you very much.
1. Do you have a video about a standard printing solution in powerapps.?
2. Can we launch office documents like word, excel, PowerPoint from PowerApps if I save it in an on prem sql db binary format?
Hello Reza... How can we keep track of the date of the approved expense? Thank you!!
Yes. One can track all details of an approval.
I have done several videos on tracking approval history.
Approval's playlist - ruclips.net/p/PLTyFh-qDKAiEs0rhQuR7fwSv5_63FHr_0
@@RezaDorrani Thank you Reza.... I will check them out!
Hi Reza, Excellent video. Is there an option for finance to read the data from it??
As long as finance has access to the data, then can read it.
@@RezaDorraniDo they need to export the data everytime or is there a better way?? Sorry I am not good at this.
@@eldhojohn77 The data is already being stored in CDS/Dataverse. You can directly grant the finance team access.
Hi nice app, I have disabled the AI part as currency is $ only, can I amend currency used from $ to £ when inputting ?
Depends upon the data type of the column. If string then yes, you can append your currency symbol.
Unable to see add record option under cost center
Video description has link to download the solution. You can check the logic in it.
pis pit possible to develop Similiar application with SharePoint as the data source?
Hi Jayant, Yes you can. However SharePoint is not a relational database and will have challeneges in handling security as well. Here are the steps for SharePoint - docs.microsoft.com/en-us/powerapps/maker/canvas-apps/expense-report-install
need your guidance as soon as possible as i have to submit the project
I do not have any bandwidth to provide ASAP support.
I recommend posting your queries/issues on forums at powerusers.microsoft.com/
Is it possible to use this for teams?
AI Builder is not available in Dataverse for Teams
Reza, I'm not getting approval and throwing an error "BadRequest. The request failed. Error code: 'InvalidApprovalCreateRequestAssignedToNoValidUsers'. Error Message: 'Required field 'assignedTo' contained no valid users in the organization'.
" It shows Connection: Approvals. Kindly guide me how to short out this error.
In the Cost Center Table - make sure the Approvers defined have a valid email id.
@@RezaDorrani Great! found spelling mistakes.
Sorry, to bother you
@@hydyusable Glad to know it worked. No need to say sorry. I am happy that it is working now.
@@RezaDorrani, further, possible to show us how to generate the expenses detailed report in Pdf format as an approved document, and triggering emails to the concerned users?.
Hello Reza nice work i'm not able to import the canvas in power apps it says an error as occured please try again later. Could you help me on this ?
You need to import it as a solution not as an App.
Hi Reza, Can you help us deploy this for our organization with customization?
Send me an email at reza.dorrani@outlook.com
Can we do multiple attachments??
Yes, can be done. This is a simple solution showcasing what can be done and can easily be extended based on your use case.
Hi Reza, could you make a video of how to send a pdf to the email through the powerapps containing the information released in the powerapps form + a photo inside that pdf? I would have to use HTML to create this table and attach the base64 image within that table, but I've tried and I couldn't get where I work to do this. would help me and everyone because there is no video like that. thank you and great week
Currently, the html approach is the only standard license option available. Challenge there is the generating that HTML and working with images adds additional complexity. I do have a long running backlog of items and will add this to it.
why is my app doesn't show any web link?
Sorry I did not understand the question.
@@RezaDorrani Im referring to 14:26 , I have Owner, Created, Modified, App ID shown on my screen, but web link is missing
@@Darknesslc3 That is weird. I have never experienced that. Might be a bug in your environment.
@@RezaDorrani Sorry to bother, is there any chance that you can show how to do this app entirely in Microsoft Team dataverse? The solution package is not working in Team
@@Darknesslc3 I will add this request to my backlog.