Create and process expense reports in Dynamics 365 Project Operations

Create and process expense reports in Dynamics 365 Project Operations

The expense report entry is redesigned in Dynamics 365 Project Operations to simplify the user experience and reduce the time that is required to complete the reports. In this module, you will learn how to create and work with expense reports.

Business User
Functional Consultant
Dynamics 365
Finance
Project Operations

Module Objectives

In this module, you will:

  • Review expense report policies and per diem rules.
  • Create and maintain an expense report.
  • Learn about intercompany expenses.
  • Learn how to post, approve, and delegate expense reports.
  • Discover reporting options for expense management.

Prerequisites

  • Knowledge of expense management processes
  • Basic knowledge of how to navigate in Dynamics 365 Project Operations
  • Basic knowledge of the Expense management module in Dynamics 365 Project Operations