Expense Management in Dynamics 365 Business Central: 2-hour Assessment

Expense Management is a modern solution for companies that want to improve and automate the accounting of expenses incurred by employees, e.g. during business trips. The solution enables digitization of all kinds of receipts or purchase confirmations, that’s provide to the employee accounting process becomes cheaper and simpler.

The system allows you to settle business expenses in just a few simple steps: taking a photo, completing the required fields and sending the document directly to the accounting department (to the Dynamics 365 Business Central system).

Business functionality overview:

• Ability to create expense reports and submit expenses
• Automated approval workflows for managers
• Integration with ERP systems to simplify repay processes
• Real-time tracking of expenses and budgeting
• Customizable expense policies to ensure compliance
• Receipt management and storage for record-keeping purposes
• Multi-currency and multi-language support for global businesses
• Mobile compatibility for employees to submit expenses on-the-go
• Analytics and reporting capabilities for expense trends and analysis

Key Benefits:

• Automation
• Efficiency
• Transparency
• Budgeting
• Compliance
• Mobility
• Convenience

Assessment:

• Briefing with demo presentation of overall concept of Expanse Management in Dynamics 365 Business Central
• Discussion on functional needs for the Expanse Management – transfer knowledge:
  • Customer to Vendor – scope clients requirements
  • Vendor to Customer – scope important functionality regarding to Expanse Management process
• Note meeting.