Expense management overview

Dynamics 365 Expense Management is designed to streamline and automate expense management processes for businesses. Expense Management streamlines the entire expense management lifecycle, from submission to reimbursement, helping businesses improve efficiency, control costs, and ensure compliance with financial policies and regulations. Here's an overview of its key features and functionalities:

Expense Submission: Employees can easily submit expense reports directly within the Dynamics 365 platform. They can capture receipts, categorize expenses, and add relevant details such as project codes or client names.

Approval Workflows: Expense reports can be routed through customizable approval workflows based on organizational policies. Approvers can review, approve, reject, or request further information on expense submissions.

Policy Compliance: The system helps enforce company expense policies by flagging violations such as out-of-policy expenses or non-compliant receipts. This ensures adherence to spending guidelines and regulatory requirements.

Integration: Dynamics 365 Expense Management seamlessly integrates with other modules within the Dynamics 365 ecosystem, such as Finance and Human Resources, enabling a unified view of financial data and employee information.

Mobile Accessibility: Employees can conveniently submit expenses on-the-go using the mobile app, which allows them to capture receipts, submit reports, and track reimbursement status from their smartphones or tablets.

Analytics and Reporting: The platform provides robust reporting and analytics capabilities, allowing finance teams to gain insights into spending patterns, identify cost-saving opportunities, and track key performance metrics related to expense management.

Vendor Management: It may offer features for managing vendor relationships related to expenses, such as tracking vendor invoices, managing payment terms, and ensuring timely reimbursements.

Compliance and Audit Trails: Dynamics 365 Expense Management maintains comprehensive audit trails of all expense-related activities, providing transparency and accountability for compliance purposes and audits.

For more information, see Configure expense management.

Additional resources

What's new and in development

To see what new features are planned, see the Microsoft Dynamics 365 release plans.

Blogs

You can find opinions, news, and other information on the Microsoft Dynamics 365 blog and the Microsoft Dynamics 365 Finance - Financials blog.

The Microsoft Dynamics Operations Partner Community blog gives Microsoft Dynamics Partners a single resource where they can learn what is new and trending in MBS Operations.

Task guides

Additional help is available as task guides. To access task guides, select the Help button on any page.

Videos

Check out the how-to videos that are now available on the Microsoft Dynamics 365 YouTube channel.