Expense home page
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing
Dynamics 365 Project Operations supports the ability to process expenses. Expense processing occurs with or without projects by using a customizable workflow of policies, transaction categories, and approvals.
In Project Operations, there are two supported deployment models for Expense:
- Full: Full deployment is available for Project Operations for resource/non-stocked based scenarios or Project Operations for production order-based scenarios.
- Basic: Basic deployment is available for Project Operations for resource/non-stocked based scenarios and Lite deployment – deal to proforma invoicing.
Full
Full Expense deployment provides a complete policy enforcement that includes the ability to create policies, such as:
- Expense category limits
- Travel
- Per diem
- Credit card imports
- Receipt optical character recognition
Basic
Basic Expense deployment scenario only allows you to record basic expenses against a project.
For more information, see Expense entry (lite)
Determine your Expense deployment
To determine if you're running the Basic Expense management deployment, verify that the address URL ends with .crm.dynamics.com.
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