Learn about the Expense management module in Microsoft Dynamics 365 Project Operations, which allows organizations to track and manage employee expenses.
In this module, you will:
- Learn about Expense management capabilities.
- Discover Expense management features.
- Review considerations for planning to use the Expense management module in Project Operations.
Learn how to set up and configure Expense management in Microsoft Dynamics 365 Project Operations.
In this module, you will:
- Discover the Expense management workspace.
- Learn how to turn on the Expense reports re-imagined feature.
- Review the Expense management parameters.
- Learn about workflow functionality for expense management.
- Set up expense policies, and evaluate policies using the Audit workbench.
- Set up mileage expense options.
- Set up credit card transaction processing and import credit transactions.
Explore the redesigned expense report entry in Dynamics 365 Project Operations, designed to simplify user experience and reduce time on reports.
In this module, you will:
- Review expense report policies and per diem rules.
- Create and maintain an expense report.
- Learn about intercompany expenses.
- Learn how to post, approve, and delegate expense reports.
- Discover reporting options for expense management.
Learn how to work with travel requisitions in Microsoft Dynamics 365 Project Operations.
In this module, you will:
- Create a travel requisition.
- Review travel requisition options.
- Learn about the travel requisition approval process.

Syllabus

Get started with Expense management in Dynamics 365 Project Operations
- Introduction
- Plan expense management
- Intercompany expenses
- Financial management
- Per diems
- Journals and accounts
- Payment methods
- Taxes
- Policies
- Expense categories and shared categories
- Map expense categories to a main account
- Check your knowledge
- Summary
Set up and configure Expense management in Dynamics 365 Project Operations
- Introduction
- Expense management workspace
- Expense management parameters
- Expense management workflows
- Expense report policies and per diem rules
- Evaluate policies by using Audit workbench cases
- Set up mileage expense options
- Intercompany expenses
- Personal expenses on an expense report
- Set up credit card transaction processing and import credit transactions
- Expense receipt processing
- VAT recovery
- Check your knowledge
- Summary
Create and process expense reports in Dynamics 365 Project Operations
- Introduction
- Create an expense report
- Intercompany expenses
- Itemize expenses by line
- Distribute an expense
- Add guests
- Attach receipts and documents to an expense report
- Submit an expense report to a workflow
- Approve an expense report
- Delegate an expense report
- Post an expense report
- Reporting options
- Lab – Create an expense report and submit it to a workflow
- Check your knowledge
- Summary
Work with travel requisitions in Dynamics 365 Project Operations
- Introduction
- Create a travel requisition
- Exercise - Create a travel requisition
- Approve a travel requisition
- Create a cash advance
- Update a cash advance
- Check your knowledge
- Summary