Employee Expense Reimbursement Automation

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About this role

PHP, C# Programming, Software Architecture, Microsoft Outlook, Automation, Data Management, Power Automate, Workflow Automation · POWER AUTOMATE FINAL PROJECT

Employee Expense Reimbursement Automation

Final Training Assignment | Completion Window: 20th Aug 2026

1. Project Objective

Build end-to-end employee reimbursement automation using Microsoft Forms, Power Automate, Dataverse, Outlook, AI Builder Prompt, AI Builder Document Processing, Approvals, and reusable Child Flows.

The solution should receive reimbursement requests, validate the submission, process the supporting document, use AI to evaluate the request, route it through the appropriate approval process, update Dataverse throughout its lifecycle, and notify relevant users.

Excel must not be used as part of the solution. Supporting documents may include PDF, JPG, PNG, or DOCX files, but Excel files must not be processed.

2. Employee Request Form

Create a Microsoft Form named Employee Reimbursement Request.

Employee Name

Employee Email

Employee ID

Expense Category

Expense Date

Claimed Amount

Currency

Business Justification

Manager Email

Supporting Document

Expense categories: Travel, Hotel, Meals, Transportation, Training, Other.

The employee must be able to upload a supporting document.

3. Dataverse Requi