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Expense Manager

Track and Manage Your Expenses for Profitable Business.

Expenses Manager for Microsoft Dynamics CRM manages the expense collection approval, tracking, and reimbursement for all categories of your expenses. This edition is a standalone add-in to CRM. Expense Manager is also an expanded feature as an option to MTC’s “Time as Billing” Professional Services starter solution.

Product Highlights

  • CRM Roles compliance allows control of Users who can "Post" expense.
  • Approval process controlled Role security in management of expense review.
  • Flexible Expense category Entity allows creating specific expense categories based on multiple fields.
  • Tie Expenses to CRM Activities. In MTC's Time and Billing tie them to Projects of Templates of Activities.
  • Trigger your Dynamics CRM Workflows from Expense records to manage your unique processes.
  • Complete compliance to the Microsoft Dynamics CRM SDK. Regularly updated by MTC to Microsoft releases.
  • All CRM Modes supported: On-Premises, Internet Facing Deployment (IFD), Microsoft CRM online, and Hosted.
  • Expense Tracking can be implemented across all Microsoft standard CRM global Language and Currency functionality.