NPS

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

🔨Use Cases

🔍Real Examples

Smart Lists

Form Submissions, Project Tasks, Grant Details & Timelines

Microsoft 365 Integration

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

Centralized & Structured Data Management

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.

Finance Dashboards

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

Smart Lists

Features

Search, Filter & Sort

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

Expense &
Reimbursement Tracking

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

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.

Frequently Asked Questions

Use Cases

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.

Examples

Smart Lists

from Non-Profit Solutions

Grant Application Tracker
(Grants Hub)

Request for Development Team
(Development Hub)

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.