Expense home page

Applies To: Project Operations Integrated with ERP, Project Operations Core

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 Integrated with ERP or Project Operations for production order-based scenarios.
• Basic: Basic deployment is available for Project Operations Integrated with ERP and Project Operations Core – 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 (Project Operations Core)

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.