Expense management in Dynamics 365 Finance

In this session, you will learn expense management module of Dynamics 365 Finance and it's end to end configuration. We will discuss and walkthrough on various area such as Cash Advances, Travel Requisition, Travel Expense report, Per Diem.
Also we will see how far we can automate the process in D365 Finance
#dynamics365 #powerplatform #microsoft #community #dynamics365fo

[@francescoverde4396]

thanks, but not clear which are the pre-requisites. How employee must be created to create a travel requisiton. Thanks for brilliant video.

[@brijeshsharma604]

Can we calculate India GST taxes in Expense Management?

[@ramitpaul2893]

No

[@catalinap5007]

When generating expenses with corporate credit card , what would be the process?

[@FidayiJanan]

Open a vendor account for that credit card. In the vendor group summary account, give your desired account number. Go to the Payment Method in Expense Management and select Offset Account Type as Vendor and Select that vendor in the Offset Account.

[@deepaksylas8734]

Can we add limit against each custodian

[@FidayiJanan]

Yes you can. In the default process the limits are taken as per single expense line. If you want to give monthly or weekly limits, you will have to customize the limits.