Expense management overview

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

You can use Expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees spend when they incur expenses for your business. You can also define expense policies and automate the reimbursement of travel expenses.

For more information, see Configure expense management.

Additional resources

What's new and in development

To see what new features are planned, see the Microsoft Dynamics 365 release plans.

Expense report entry

Expense report entry has been redesigned to simplify the experience and decrease the time that is required to complete expense reports. You can turn on this functionality in Feature management. You can add a new setup page to configure the visibility of expense fields, and specify what data is required, optional, or not available when expense reports are entered. When this functionality is turned on, a new expense workspace is available. This workspace replaces the previous expense workspace and is the landing page for the improved entry experience.

For more information, see Expense reports reimagined.

Blogs

You can find opinions, news, and other information on the Microsoft Dynamics 365 blog and the Microsoft Dynamics 365 Finance and Operations - Financials blog.

The Microsoft Dynamics Operations Partner Community blog gives Microsoft Dynamics Partners a single resource where they can learn what is new and trending in MBS Operations.

Task guides

Additional help is available as task guides. To access task guides, select the Help button on any page.

Videos

Check out the how-to videos that are now available on the Microsoft Dynamics 365 YouTube channel.