Streamline Your Workflow with the Travel Invoice Template for Teams

Travel invoice template for teams

hello everyone in this episode I'd like to show you two new templates that we have in Microsoft list so let's see what we have so if we go to the nine dots we can search for the Microsoft list or we can create it directly from SharePoint as you know so I'll click on Microsoft list and I will click on new list here we have the regular ways to create a blank list from existing list from Excel or from CSV if we scroll down we'll see two new templates travel requests with approval and content schedule with approval so let's choose one of them it's very similar I'll choose the travel request with approval we'll see a preview what's important is that we have a special column which is called approval status you see it can be not submitted it can be rejected approved or requested so let's use the template or give it a name choose a icon and a color and we will choose if it to save it in SharePoint all in one my last my list so I have a site which is called U.S sales and I will click on create so actually the template is the same but it has a new functionality and we will see how we do it so we'll click on new and we will enter the data the trip is to New York City and description is not important requester is legu and destination let's say New York City again Pizza and the start date will choose a date and end date will be as well update and Airline doesn't matter we'll put some fee 100 Hotel will be Hilton and it will cost a hundred dollars let's save it so now we have an item and you see we have a special column which is called approval status now it's if I'm guessing uh they're using the sign of possibility I'll show you later how they use it but it's a bit different so until now we can still enter and change the things it's not submitted so actually uh now you see that this status is here but I think we cannot change this um if we want to activate or start the process we need to click here on um not submitted and actually here we can add name add approvals currently I don't see it if you can set it up predefined but let's say a Alex will approve and you notice here if I have multiple names then I can request all approvals to there's a toggle here so if I put here igoo you see I can either um require a response from all approvers or not so let's keep it like this let's put some details please approve and we're submitting it so it's a first stage that of entering the data second is manually requesting we see here that actually the approval request was created you see the status has been changed to requested now um as far as I know it's using the approval app within teams currently I have it open so let's refresh it and we should get a I mean it doesn't send it by mail or anything it seems that you need to have this approval uh app in teams I'm using the web now but actually it should work also on the desktop so you see New York City is requested the source is SharePoint the date we see who sent it and now we will actually I'm in Alex which is also the approval approval so what he can do he can click here and he can see uh the link to the document or actually to the item and he can see who started it who requested and he has here approve reject we can also follow up cancel the request or reassign to somebody so I will approve a click approve we will see this status here has changed from requested to approve and if we go back to the list we'll see that it was changed from requested to to approved we should see that it's approved it's not yet drilled down but let's look again second this is approved and we might be not in the same list let's look at the item itself maybe we're talking about a different list here we are travel request property it's a different okay maybe later and we will request and it's not doing anything so it has not been updated now it is okay great okay so um the experiment has been working uh so you see now it's approved now I just want to show you the old way that we did that um if I just create a list and second I'll go to new and choose list and I will take a blank list give it a name demo and actually here we go if I go to integrate I have power automate and configure a flows here by default it's activated but I can turn it off I can also hear a request sign off which is actually what we're doing this is the old way before we had templates so if I save it this way and I create a new item I will refresh and I will mark this item and actually what we can do is here and and the automate we have request sign off for this item specifically so here it's opening um an item with all of the connections and we have approval notifying checkpoint we'll click create and actually we will need to enter who is the approval of course everything can be done through Power automated directly so I'll say the approval is Alex and this is I'm showing you just the the previous way before we had the templates so you see this has been run you see the sign of status has been added and it's currently pending um in the same app if we go there we will actually see a request that has been sent to the person that was defined as the requester and actually you will get a mail or not a mail a request you will click and we can approve so it seems like it's using the same thing just in a simpler way so this is what I wanted to show you uh you can test it for the next template as well when it comes to your tenant goodbye and have a good day