🔗

Connect to SharePoint via Microsoft Graph API

Your expense tool will sync records to a SharePoint List and upload receipts to a Document Library automatically — using your existing Microsoft 365 accounts. No extra software needed.

1
Azure AD App
Register app in Entra ID
2
Permissions
Sites.ReadWrite.All
3
SharePoint Config
Site URL + List name
4
Test & Activate
Verify sync works
📖 Setup Guide
🔧 API Configuration
📋 SharePoint Schema
🌐 Custom Domain

🏢 Step 1 — Register an App in Azure AD (Entra ID)

  • Go to portal.azure.com → Azure Active Directory → App Registrations → New Registration
  • Name it Ayspire Expense Tracker, set Redirect URI to your tool's URL
  • Under API Permissions, add: Sites.ReadWrite.All, Files.ReadWrite.All, User.Read
  • Copy the Application (Client) ID and Tenant ID — you'll need these below

📋 Step 2 — Create the SharePoint List

  • In your SharePoint site, go to Site Contents → New → List
  • Name it AyspireExpenses
  • Add columns as per the Schema tab (all single-line text unless noted)
  • Create a Document Library named ExpenseReceipts for file uploads

🔐 Step 3 — Authentication Flow

  • This tool uses MSAL.js (Microsoft Authentication Library) — employees sign in with their @ayspireinc.com accounts
  • The Graph API token is used per-session — no passwords are stored
  • Employees only see their own records; managers (set via SharePoint Group) see all
Submit Expense
File a reimbursement — syncs automatically to SharePoint
⚠️ SharePoint not connected — expenses saved locally
Total Submitted
$0
This month
Pending Review
0
Awaiting approval
Approved
$0
0 expenses
Paid Out
$0
New Expense Request
Fill in all required fields — receipt uploads go to SharePoint Document Library
🧾

Click to upload or drag & drop

PDF, PNG, JPG — stored in ExpenseReceipts library

My Expense History
0 submissions
DateCategoryVendorDescriptionAmountStatusReceiptSP Sync
📭

No expenses submitted yet
Manager Dashboard
All data synced with SharePoint — approve, reject, and mark paid
Total Submitted
$0
0 expenses
Awaiting Review
0
Need your action
Approved (Unpaid)
$0
Ready to pay
Total Paid Out
$0
🔗 Synced to SP
📊 Spend by Category
📈 Monthly Spend Trend
👥 Spend by Employee
📋 Status Breakdown
💰 Budget Overview
Monthly budget usage by category

Loading budget data...

#EmployeeDateCategoryVendorDescriptionAmountStatusSPActions
📭

No expenses submitted yet
👑 Admin Panel
Manage user roles — controls who can access Manager View and Admin settings
Add User Role
Assign a role to an Ayspire team member by their email address
User Roles
0 users configured
👑 Admin 📊 Manager 👤 Employee
EmailRoleAddedActions
👥

No users configured — all users default to Employee role

ℹ️ How Roles Work

  • Employee — Can submit expenses and view their own expense history. Cannot see other employees' expenses.
  • Manager — Can submit expenses + access Manager View to approve, reject, and mark expenses as paid.
  • Admin — Full access to all features including Manager View, SharePoint Setup, and this Admin Panel.
  • Users not in the list default to Employee role.
  • Roles are stored in the SharePoint list AyspireRoles. You may need to create this list (see below).
📋 Expense Policies
Configure spending limits and receipt requirements
Expenses above this amount require review
Expenses at or above this amount need a receipt
One per line. Format: "Category Name: $amount"
💰 Monthly Budget Configuration
Set budgets per category for current month

Loading categories...

✅