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eBECS Expense Policy For Dynamics 365 PSA

eBECS Limited

eBECS Expense Policy For Dynamics 365 PSA

The eBECS Expense Policy for Dynamics 365 PSA extends the current expenses functionality provided "out of the box" with the Dynamics 365 PSA app. Set up Expense Policy Templates at the Organization Unit & Currency level. Associate Rules with these Templates which can be associated with 1 or more expense categories. Specify warning and exception limits for each Expense Rule along with indicating if a receipt is required. Define if the rule is applied per claim, per day per resource, per week per resource or per project. Define tax rates at the Organization Unit/Expense Category level which can then be applied automatically when Expenses are created. Apply a Expense Policy Template to a Project and override individual rules at the Project level as required. These rules are then executed when a resource makes a claim against a Project where an appropriate rule exists. Configure how car travel is to be claimed against each Resource including the rate per mile (or km). For UK-based customers, setup Fuel Rates for mileage (as per HM Revenue & Custom guidelines), and see the VAT automatically calculated against the expense claim based on the current rates. Auto-prompting and calculation for split expenses where they may breach the lower warning threshold and the approver wishes to only bill the customer upto the lower, agreed warning limit, whilst making the remainder non-chargeable. Make use of default escalation and additional approval workflows (or add you own) at the Project Approval stage using custom Business Rules and Business Process Flows.
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