Expense Claim Management

Microsoft Dynamics 365 Expense Claim Management

Expense claim management extension built for Microsoft Dynamics 365 Business Central, enable your organization to efficiently and accurately manage, track, record, and approve, business-related expenditures within the system. Our extension is tightly integrated with the general ledger of Microsoft Dynamics Business Central and is built on Dynamics 365 standards and best practices.

Expense Management

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Microsoft Dynamics 365 Business Central Expense Claim Management Key Features

Expense Recording

Employees can enter their business-related expenses directly into Business Central using predefined expense categories and claim them by category and item. Our extension allow employees to attach supporting documents for the expenses which include receipts, and invoices.

Approval Workflow

Microsoft Dynamics 365 Business Central Expense Approval Workflow can be configured on the business needs allowing managers to approve / reject / set on hold the expense. Workflows can be configured on different conditions like, total value, department, business justifications, or based on number of approvers required. 

Integration with Financials

Approved expenses seamlessly integrate with Business Central’s financial module i.e. accounts payable. Once expense claims are approved, and posted they are recorded accurately in the company’s financial records.

Reporting and Analysis

Business Central provides robust reporting and analytics capabilities for expense management. Users can generate various reports and analyze expense data to gain insights into spending patterns, identify cost-saving opportunities, and track budget allocation.

Vendor Selection

Depending on the business needs, users may add vendors to the expense claims and request approval indicating the counterparty whose services/products were availed. The analysis the counter party mostly used for availing the product/service can lead to cost adjustments, and better relationship.

Project Based

Project based categorization of expenses enables organizations to view the overhead expenses incurred over the projects within the organization.

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