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‎powerapps-docs/maker/canvas-apps/expense-report-install.md

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---
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title: Install and configure the Expense Report PowerApps sample | Microsoft Docs
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description: Step-by-step instructions for installing and configuring the Expense Report PowerApps sample.
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services: ''
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suite: powerapps
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documentationcenter: na
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author: tbag
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manager: ''
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editor: ''
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tags: ''
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ms.service: powerapps
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ms.devlang: na
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ms.topic: article
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ms.tgt_pltfrm: na
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ms.workload: na
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ms.date: 02/20/2018
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ms.author: v-tobagi
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---
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# Install and Configure the Expense Report PowerApps Sample
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Step-by-step instructions for installing and configuring the Expense Report PowerApps sample.
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Estimated time to complete these steps: **10-15 minutes**
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If you would like to see a demonstration of this process please watch this video.
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[![Expense Report Install Video](./media/expense-report-install/expense-report-install-video.png)](https://youtu.be/DOR28V5kCkw)
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## Expense Report PowerApps sample overview
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Track expense reports from submission to approval. Tally line items as individual expenses accrue and submit for approval when ready. This app requires a small amount of setup to make it your own.
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![Opening screen of the Expense Report PowerApp](./media/expense-report-install/expense-report-powerapp.png)
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Watch this video to see how to use the Expense Report PowerApp Sample.
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[![Expense Report Install Video](./media/expense-report-install/expense-report-demo-video.png)](https://youtu.be/h6E9cdrOvMU)
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## Prerequisites
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1. [Sign up](signup-for-powerapps.md) for PowerApps
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## Create the Expenses SharePoint list
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This list stores the expense reports.
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1. Open a web browser and navigate to https://portal.office.com
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2. Log in with an account that has permission to create lists
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3. Navigate to the site collection where you want the Expenses list to reside
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4. Click the **gear icon** in the top right portion of the web page
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5. Click **Add an app**
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6. In the **Find an app** textbox, enter **Custom**
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7. Click the **search icon**
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8. Click the **Custom List** app
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9. In the **Name** textbox, enter **Expenses**
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**Important:** If you choose a different name for the list make sure you write it down because you will need to substitute it for Expenses everywhere you see it during the installation and configuration process.
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10. Click **Create**
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### Create CostCenter column
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1. Click the **Expenses** list
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2. Click the **gear icon** in the top right portion of the web page
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3. Click **List settings**
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4. Click **Create column**
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5. In the **Column name** textbox enter **CostCenter**
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6. In the **type of information in this column is** radio button list, select **Choice**
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7. In the **Type each choice on a separate line** textbox enter the following values, each on a separate line.
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Microsoft
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Canviz
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8. In the **Default value** textbox, enter **Microsoft**
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9. Click **OK**
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### Create Comments column
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1. Click **Create column**
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2. In the **Column name** textbox enter **Comments**
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3. In the **type of information in this column is** radio button list, select **Multiple lines of text**
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4. Click **OK**
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### Create Status column
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1. Click the **Expenses** list
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2. Click the **gear icon** in the top right portion of the web page
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3. Click **List settings**
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4. Click **Create column**
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5. In the **Column name** textbox enter **Status**
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6. In the **type of information in this column is** radio button list, select **Choice**
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7. In the **Type each choice on a separate line** textbox enter the following values, each on a separate line.
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Open
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Pending
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Approved
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8. In the **Default value** textbox, enter **Open**
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9. Click **OK**
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### Create ApproverName column
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1. Click **Create column**
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2. In the **Column name** textbox enter **ApproverName**
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3. In the **type of information in this column is** radio button list, select **Person or Group**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. Click **OK**
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### Create DateSubmitted column
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1. Click **Create column**
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2. In the **Column name** textbox enter **DateSubmitted**
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3. In the **type of information in this column is** radio button list, select **Date and Time**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. Click **OK**
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### Create StartDate column
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1. Click **Create column**
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2. In the **Column name** textbox enter **StartDate**
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3. In the **type of information in this column is** radio button list, select **Date and Time**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. Click **OK**
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### Create EndDate column
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1. Click **Create column**
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2. In the **Column name** textbox enter **EndDate**
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3. In the **type of information in this column is** radio button list, select **Date and Time**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. Click **OK**
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## Create the Line Items SharePoint list
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This list stores the lines items associated with expense reports.
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1. Navigate to the same site collection where you created the Expense list
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2. Click the **gear icon** in the top right portion of the web page
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3. Click **Add an app**
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4. In the **Find an app** textbox, enter **Custom**
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5. Click the **search icon**
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6. Click the **Custom List** app
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7. In the **Name** textbox, enter **LineItems**
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**Important:** If you choose a different name for the list make sure you write it down because you will need to substitute it for Expense everywhere you see it during the installation and configuration process.
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8. Click **Create**
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### Create Category column
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1. Click the **LineItems** list
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2. Click the **gear icon** in the top right portion of the web page
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3. Click **List settings**
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4. Click **Create column**
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5. In the **Column name** textbox enter **Category**
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6. In the **type of information in this column is** radio button list, select **Choice**
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7. In the **Type each choice on a separate line** textbox enter the following values, each on a separate line.
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Food & Beverage
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Transportation
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Business needs
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8. In the **Default value** textbox, enter **Food & Beverage**
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9. Click **OK**
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### Create Cost column
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1. Click **Create column**
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2. In the **Column name** textbox enter **Cost**
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3. In the **type of information in this column is** radio button list, select **Number (1, 10, 100)**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. Click **OK**
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### Create Date column
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1. Click **Create column**
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2. In the **Column name** textbox enter **Date**
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3. In the **type of information in this column is** radio button list, select **Date and Time**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. Click **OK**
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### Create Description column
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1. Click **Create column**
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2. In the **Column name** textbox enter **Description**
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3. In the **type of information in this column is** radio button list, select **Multiple lines of text**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. In the **Specify the type of text to allow** radio button list, select **Plain text**
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6. Click **OK**
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### Create ReportID column
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1. Click **Create column**
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2. In the **Column name** textbox enter **ReportID**
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3. In the **type of information in this column is** radio button list, select **Lookup (information already on this site)**
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4. In the **Require that this column contains information** radio button list, select **Yes**
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5. In the **Get information from** dropdown list, select the **Expense** list you created
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6. In the **In this column** dropdown list, select **ID**
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7. Click **OK**
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### Edit Title column
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1. Click the **Title** column link
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2. In the **Require that this column contains information** radio button list, select **No**
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3. Click **OK**
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## Download the Expense Report PowerApp
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1. In a web browser, navigate to the following link
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http://pappsfeprodwestuscontent.blob.core.windows.net/sampleapps/myexpenses/docs/MyExpenses(SP_List).zip
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2. Download the Expense Report PowerApps Sample package and save it to your machine
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## Create Connections
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1. In a web browser, navigate to https://web.powerapps.com
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2. Sign in by providing the same credentials that you used to sign up
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3. In the menu on the left, select **Connections**
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### Create Approvals Connection
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1. Click **+ New connection**
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2. In the **Search** textbox, enter **Approvals**
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3. Select **Approvals** in the list
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4. Click **Create**
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### Create Office 365 Outlook Connection
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1. Click **+ New connection**
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2. In the **Search** textbox, enter **Office 365 Outlook**
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3. Select **Office 365 Outlook** in the list
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4. Click **Create**
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5. In the popup window, select the account you logged in with
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### Create SharePoint Connection
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1. Click **+ New connection**
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2. In the **Search** textbox, enter **Outlook**
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3. Select **SharePoint** in the list
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4. Click **Create**
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5. In the popup window, select the account you logged in with
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## Import the Expense Report PowerApp
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1. In a web browser, navigate to https://web.powerapps.com
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2. Sign in by providing the same credentials that you used to sign up
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3. In the menu on the left, select **Apps**
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4. Click **Import package(preview)**
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![Import package screen](./media/expense-report-install/import-package.png)
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5. Click the **Upload** button and select the PowerApp package you downloaded in previous steps
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6. For the **App** and **Flow** resource types, set **IMPORT SETUP** to **Create as new**
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7. For the **SharePoint** and **Outlook** connections, set **IMPORT SETUP** to **Select during import**
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![Import settings screen](./media/expense-report-install/import-settings.png)
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8. Click the **red icon** for the **SharePoint Connection**
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9. In the connections list, click the item with your username
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![Import settings screen](./media/expense-report-install/import-settings-sharepoint.png)
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10. Click **Save**
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11. Click the **red icon** for the **SharePoint Connection**
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12. In the connections list, click the item with your username
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![Import settings screen](./media/expense-report-install/import-settings-approvals.png)
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13. Click **Save**
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14. Click the **red icon** for the **Office 365 Outlook Connection**
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15. In the connections list, click the item with your username
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![Import settings screen](./media/expense-report-install/import-settings-office365outlook.png)
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16. Click **Save**
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**Tip**: When you are done, it will look like this.
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![Import settings screen](./media/expense-report-install/import-settings-done.png)
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17. Click **Import** and wait until the process is complete
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![Import settings screen](./media/expense-report-install/import-done.png)
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## Configure the PowerApp to use the SharePoint lists
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1. In the web browser, click **Apps**
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2. Click the **ellipses** next to the Expense Report PowerApp
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3. Click **Edit on the web**
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4. Click **Allow**
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### Delete connections
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1. Click **View**
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2. Click **Data sources**
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3. In the **Data** pane, click the **ellipses** next to **Expenses**
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4. Click **Remove**
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5. In the **Data** pane, click the **ellipses** next to **LineItems**
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6. Click **Remove**
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### Expenses list
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1. Click **View**
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2. Click **Data sources**
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3. In the **Data** pane, click **+ Add data source**
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4. Click **+ New connection**
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5. Select **SharePoint**
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6. Click **Create**
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7. In the **Recent sites** list, select the SharePoint site where you created the Expenses List
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**Tip**: If the site does not appear in the list, enter the URL to the SharePoint site in the textbox and click, **Go**.
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8. In the **Search** textbox at the top of the list enter **Expenses**
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9. Check the checkbox next to the **Expenses** list
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10. Click **Connect**
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### LineItems list
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1. Click **View**
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2. Click **Data sources**
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3. In the **Data** pane, click **+ Add data source**
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4. Click **+ New connection**
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5. Select **SharePoint**
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6. Click **Create**
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7. In the **Recent sites** list, select the SharePoint site where you created the LineItems List
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**Tip**: If the site does not appear in the list, enter the URL to the SharePoint site in the textbox and click, **Go**.
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8. In the **Search** textbox at the top of the list enter **LineItems**
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9. Check the checkbox next to the **LineItems** list
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10. Click **Connect**
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11. Click **File**
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12. Click **Save**
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13. Click **Publish**
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14. Click **Publish this version**
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## Modify the Flow
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1. In the menu on the left, click **Flows**
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2. If prompted to sign in, sign in by providing the same credentials that you used to sign up
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3. Select **My flows** in the top menu
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4. Next to the **ApproveExpense** Flow, click the **pencil icon**
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![Edit Flow screen](./media/expense-report-install/edit-flow.png)
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5. Expand the **Get items** action
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6. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created
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![Edit Flow screen](./media/expense-report-install/edit-flow-getitems.png)
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**Tip**: You don’t need to type it manually, you can choose it in the dropdown lists.
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7. Expand the **Condition**
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8. Expand the **If yes** section
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9. Expand the **Change item status to Approved** action
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10. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created
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![Edit Flow screen](./media/expense-report-install/edit-flow-condition-ifyes.png)
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**Tip**: You don’t need to type it manually, you can choose it in the dropdown lists.
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11. Expand the **If no** section
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12. Expand the **Change item status to Open** action
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13. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created
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![Edit Flow screen](./media/expense-report-install/edit-flow-condition-ifno.png)
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**Tip**: You don’t need to type it manually, you can choose it in the dropdown lists.
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14. Click **Update flow**
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## Play the PowerApp
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1. In the web browser, click **Apps**
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2. Click the **ellipses** next to the Expense Report PowerApp
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3. Click **Open**
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Watch this video to see how to use the Expense Report PowerApp Sample.
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[![Expense Report Install Video](./media/expense-report-install/expense-report-demo-video.png)](https://youtu.be/h6E9cdrOvMU)
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