Travel and Expense Management in D365 & Ax 2012

Using the expense module on D365 to manage employee expenses, the process is totally paperless and helps the team to reduce manual work. Integrated approval workflows allow tracking of expense reports. Business rules and policies provide a company control over expenses.
In June of 2019, Microsoft released a re-imagined expense reporting experience in Dynamics 365 for Finance and Operations.
With the June release, the complete module of the “Expense entry and submission” claim area has been redesigned. The redesign offers a significantly improved user experience as well as improved Travel and expense management in D365 & Ax 2012.

Enabling the new Dynamics 365 for Finance and Operations features

The expense module can be configured from

 

Or

Setup the Expense Category

Create expense categories like Hotel, Air, Taxi, Meals, Per Diem, etc.

Setup the Policy for

Travel Request

Expense

Define and set up an expense policy for your organization that will help control and manages employee expenses effectively. – Configure one single expense policy which will be applied to multiple legal entities or define separate expense policies for each company.
The expense policy in Microsoft Dynamics 365 validates that when an employee enters an expense it’s within the corporate defined limits. An expense policy can trigger a warning message or give an error or require justification for going beyond the policy.

Setup Approval Flow

Configurable  workflows for Request & Expense approvals

 

Multi-level approvals with approver determined based on multiple parameters such as
Amount
Department
Category
Location
Other options as well

Integration with travel services

eServe expense management is designed to integrate Travel and expense management in D365 & Ax 2012 with Travel services, Employees will be able to search and book flights & hotels from all around the work, will also be able to choose corporate deals, post the booking and payment, all financial information will be posted back to D365 finance module.

For the travel service module please contact us at [email protected]

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