Manage expense reports by using the Dynamics 365 expense management mobile app

Applies To: Project Operations Integrated with ERP, Project Operations for manufacturing-based scenarios

This article explains how to manage expenses reports using the Dynamics 365 expense management mobile app.

The Reports tab of the Dynamics 365 expense management mobile app shows all expense reports for the employee for the selected company. It's subdivided into three tabs that group the expense reports based on their status:

• Draft – This tab shows all the expense reports that are in Draft or Rejected status. Rejected expense reports are highlighted in red to indicate that they've been rejected.
• In review – This tab shows all the expense reports that are in In review status.
• Approved – This tab shows all the expense reports that are in Approved or Processed for payment status.

Create an expense report

To create an expense report, follow these steps.

1. On your mobile device, open the Power Apps mobile app, and then open the Dynamics 365 expense management mobile app.
2. On the Reports tab, on the Draft tab, select the plus sign (+) button.
3. Optional: Enter a name for the expense report.
4. Optional: Enter a description.
5. Optional: Enter the location.
6. Select Attach expenses.
7. In the list of expenses, select one or more expenses.
8. Select Done.
9. Select Save Draft to save the report as a draft. Alternatively, select Submit to save the report and submit it for review.

Delete expense reports

To delete expense reports, follow these steps.

1. On your mobile device, open the Power Apps mobile app, and then open the Dynamics 365 expense management mobile app.
2. On the Reports tab, on the Draft tab, select the Multi select button.
3. Select one or more expense reports.
4. Select the Delete button.
5. In the confirmation message box, select Delete.

After an expense report is deleted, all the expenses that were attached to it move to the list of unattached expenses and can be viewed on the Expenses tab.

Submit an expense report for review

To submit an expense report for review, follow these steps.

1. On your mobile device, open the Power Apps mobile app, and then open the Dynamics 365 expense management mobile app.
2. On the Reports tab, on the Draft tab, open the expense report that you want to submit for review.
3. Select Submit.

After an expense report is submitted, it moves to In review status and is available on the In review tab.

Recall an expense report

To recall an expense report, follow these steps.

1. On your mobile device, open the Power Apps mobile app, and then open the Dynamics 365 expense management mobile app.
2. On the Reports tab, on the In review tab, open the expense report that you want to recall.
3. Select Withdraw.