Microsoft Dynamics 365 Expense management is a fully integrated, paperless and cost-effective travel and expense management software platform that helps your team reduce manual work. Advanced expense approval workflows allow tracking of expense reports. Expense business rules and policies provides an organization control over the expenses.
Real time and Anywhere expense reports
An intuitive mobile app enables our workforce to easily enter or upload expenses quickly and accurately, as well as submit or approve expense reports with minimal training.
Employees can capture receipts from the mobile device, and enter an expense on the go. Apply the expense to an expense report and submit the expense report for approval using the Microsoft Dynamics 365 app.
Encourages responsible spending
Expense policies are applied seamlessly as employees file expenses to improve compliance where employees are notified and alerted when an expense doesn’t fall within the organization expense rules.
Expense Report approvals
Avoid rubber-stamp approvals by giving approvers the context they need to quickly zero in on reports and lines with policy violations or expense lines and reports that may be too high.
Faster reimbursements to Employee of Expenses
Reimbursements for expense reports usually takes weeks on paper or with any offline procedure. By moving to expense management through web or mobile app, you not only streamline the process but speed it up significantly as well.
Travel and Employee Expense Management with Microsoft Dynamics 365 for Streamlined Expense Tracking, Reporting, Delegating, Policies and Approval.
Define and setup expense policy for your organization that will help control and manage employee expenses effectively. - Configure a single expense policy that can be applied to multiple legal entities or define separate expense policies for every company.
Expense policy validates that when an employee enters an expense it is within the company defined limits. Expense policy can trigger a warning messages or give an error Error or require justification for going beyond the policy.
Define expense policy rule for various expense types with effective dates. The screenshot alongside shows policy that if the meal expense value is more than USD 25.00 and if no receipts are attached, then employee will be notified of an error message stating – “Attach receipts for meal expenses exceeding $25.00 per meal."
Web and Mobile - Expense Report Entry with simple and intuitive Expense Report with features for
o Expense Categories such as Hotel, Air, Taxi, Meals, Per Diem
o Apply Per Diem amounts based on dates and location
o Policy Validations can be configured to activate on Entry or Submission
o Multi-currency expense reports that are translated and posted into the company currency.
Configurable workflows for Expense approvals
o Multi-level approvals with approver determined based on multiple parameters such as amount, department.
o Ability to approve on a mobile device
o Reporting position hierarchy can be used to determine approver
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