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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.