Smart Lists

Track, organize, and automate your financial workflows with Smart Lists—customized SharePoint lists designed for real-time visibility, accuracy, and seamless approvals.

🔨Use Cases

✅Features

🔍Real Examples

Form Submissions, Project Tasks, Grant Details & Timelines

Smart Lists

Features

Centralized & Structured Data Management

Microsoft 365 Integration

Securely store and manage data within your organization’s existing SharePoint environment.

All-in-1 Submission Tracking

Maintain a real-time, searchable database of all purchase requisitions, reimbursements, and approvals.

Custom Status Updates

Monitor requests at a glance with status indicators for pending, approved, rejected, and processed submissions.

Automated Workflows & Approvals

Instant Notifications & Reminders

Keep teams informed with email, Microsoft Teams, and Outlook alerts for pending approvals.

Auto-Route Requests

Assign approval workflows using Power Automate, reducing delays and eliminating manual follow-ups.

Role-Based Access & Permissions

Restrict data access based on user roles, ensuring security and compliance.

Real-Time Dashboards & Reporting

Audit-Ready Data

Maintain a detailed history of form submissions, approvals, and modifications for compliance tracking.

Search, Filter & Sort

Quickly locate requests by date, amount, status, or approver with dynamic filtering options.

Finance Dashboards

Track spending, processing times, and request volumes with Power BI reports.

Use Cases

Expense &
Reimbursement Tracking

Challenge: Manual tracking of expense reimbursements leads to delays, errors, and lost receipts.

Solution:

Result: Faster processing, fewer errors, and greater transparency in financial approvals.

Purchase Request
& Approval Management

Challenge: Staff struggle with slow and inconsistent purchase approvals, leading to delays in acquiring necessary supplies or services.

Solution:

Result: Eliminates bottlenecks, ensures accountability, and speeds up procurement.

Eliminate manual tracking, improve transparency, and streamline approvals with Smart Lists—your nonprofit’s financial command center.

Frequently Asked Questions

Smart Lists

from Non-Profit Solutions

Examples

Browse our gallery to see real Smart Forms created by NPS. Each screenshot highlights our focus on efficiency and accuracy—whether automating expense reports, simplifying purchase approvals, or securing data collection.