Unified Operations & Dynamics AX Forum

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Travel and expense management

  • 1.  Travel and expense management

    Posted 10 days ago
    We are looking for a solution to support us on travel and expense management integrating with D365FO.
    Overall requirement is to support our employees with an intuitive mobile app to collect and report expenses for reimbursement including automatic load of the employee credit card transactions (to match cost with credit card transactions).
    Obviously the app should report relevant financial transactions back to D365FO.
    We prefer a strong ISV solution but in no such case a strong solution with effecient FO integrations.
    Any recommendations?

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    Steen Viberg
    Orkla Food Ingredients
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  • 2.  RE: Travel and expense management

    TOP CONTRIBUTOR
    Posted 10 days ago
    Hi Steen, what is your timeline? There is currently a redevelopment of Travel and expense in the standard product coming in a later release. You may want to see if you can get on the Preview program:
    https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/expense-management/expense-management

    Thanks
    Drew

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    Andrew Lencsak
    Solution Architect
    DXC Technology
    Atlanta GA
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  • 3.  RE: Travel and expense management

    Posted 2 days ago

    Stoneridge Software is currently working on an integration with D365FO and Expensify.  Expensify provides a user-friendly mobile app to track receipts on the go.  Expense reports can be created using scanned receipts and processed for approval.  The integration with D365FO includes an import of expense reports, review and approval of expenses, creation of general journal entries, and the creation of account payable postings to either reimburse the company credit card or reimburse the employee.  The integration includes easy setup using expense categories to define the flow to the general ledger.

     

    This integration is in development and testing.  It will be available on Microsoft App Source in the near future.  For more information or participation in beta testing,  please contact Jeannine LaQua at 612-930-0102.  Thank you.



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    Jeannine LaQua
    Product Manager
    Stoneridge Software
    Minneapolis MN
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