Set up and configure Expense management in Dynamics 365 Project Operations

Module
14 Units

Intermediate

Business User

Functional Consultant

Administrator

Dynamics 365

Project Operations

Finance

The Expense management module provides users with a more simplified process to handle expenses. The Expense management workspace is where users can file their expenses, while Expense management workflows and features like optical character recognition (OCR) for scanning receipts can help optimize your organization's expense processes.

Learning objectives

In this module, you will:

Discover the Expense management workspace.
Learn how to turn on the Expense reports re-imagined feature.
Review the Expense management parameters.
Learn about workflow functionality for expense management.
Set up expense policies, and evaluate policies using the Audit workbench.
Set up mileage expense options.
Set up credit card transaction processing and import credit transactions.

Prerequisites

Knowledge of expense management processes
Basic knowledge of how to navigate in finance and operations apps

Introduction min
Expense management workspace min
Expense management parameters min
Expense management workflows min
Expense report policies and per diem rules min
Evaluate policies by using Audit workbench cases min
Set up mileage expense options min
Intercompany expenses min
Personal expenses on an expense report min
Set up credit card transaction processing and import credit transactions min
Expense receipt processing min
VAT recovery min
Check your knowledge min
Summary min