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.
- 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.