Create and process expense reports in Dynamics 365 Project Operations

Module
15 Units

Intermediate

Business User

Functional Consultant

Dynamics 365

Project Operations

Finance

The expense report entry is redesigned in Dynamics 365 Project Operations to simplify the user experience and reduce the time that is required to complete the reports. In this module, you will learn how to create and work with expense reports.

Learning objectives

In this module, you will:

Review expense report policies and per diem rules.
Create and maintain an expense report.
Learn about intercompany expenses.
Learn how to post, approve, and delegate expense reports.
Discover reporting options for expense management.

Prerequisites

Knowledge of expense management processes
Basic knowledge of how to navigate in Dynamics 365 Project Operations
Basic knowledge of the Expense management module in Dynamics 365 Project Operations

Introduction min
Create an expense report min
Intercompany expenses min
Itemize expenses by line min
Distribute an expense min
Add guests min
Attach receipts and documents to an expense report min
Submit an expense report to a workflow min
Approve an expense report min
Delegate an expense report min
Post an expense report min
Reporting options min
Lab – Create an expense report and submit it to a workflow min
Check your knowledge min
Summary min