Expense Management in Microsoft Dynamics 365 Finance and Operations

Considerations and Planning

When configuring expense management in Microsoft Dynamics 365 Finance and Operations, there are several key considerations and decisions to make during the planning phase. These include:

• Expense categories: Define the types of expenses that will be tracked.
• Expense policies: Establish rules for submitting, approving, and reimbursing expenses.
• Workflows: Determine the approval process for expense reports.

Mobile App Features

The Dynamics 365 expense management mobile app allows users to:

• Submit expense reports
• Attach receipts
• Track the status of expense reports
• Get push notifications for approval requests

For more information on expense management in Microsoft Dynamics 365 Finance and Operations, refer to the official documentation.