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Microsoft Dynamics AX Features

Employee Expense Management with Microsoft Dynamics AX

Microsoft Dynamics AX provides powerful capability for employees to manage travel and other business expenses. This includes the following capability:

Expense entry: self-service capability for employees to enter expenses on the web and through mobile devices.

Expense entry

Employee Expenses can be entered through a web portal. Aggregate Expenses can be itemized. For example the hotel total of USD 200 is itemized to break up between room rate, food and other miscellaneous expenses. Microsoft Dynamics AX supports multi-currency expenses as can be seen here for example the expenses are in US Dollars and Euros.

Expense approval: Ability to have one or more approvers to approve the entered expenses.  Approvers may approve, reject or delegate approval.

Workflow management: Visual configuration and drag and drop tool for creating workflows for approvals. These workflows may be conditional (e.g. Trigger only if amount is over $10), require multiple approvers (e.g. One approver if under $25, two approvers if over $25 and less than $100, three approvers if above $100 etc.), have automatic actions (e.g. Escalate to a manager if not approved or rejected in 4 business days).

Documentation and receipts: Ability to attach receipts to support an expense entry.

Business policies: Set business policies and rules e.g. Automatically reject meals above $100 or require itemization of hotel expenses on a per night basis.

Expense Business Policies

Expense Business Policies help manage constraints and setup rules without any programming. For example, the policy above has a rule that if the car rental exceeds $300 for a day or an individual itemized line is over $200 then a warning will be shown.

Per Diem: Calculate per diem based on location and number of days

Gas mileage: Automatically calculate mileage reimbursement based on miles traveled.

Posting to Financials:  Full integration with General Ledger or Accounts Payable. Each employee can have expenses posted to GL or to AP for payment depending on the employee setup. Financial posting can be reviewed prior to it posting through as shown in the example below where the expense for the Inc 5000 conference can be seen as posting to the GL account 601504 and can be verified before final posting is done.

Posting to Financials

Mobile capability: Enter expenses through a mobile devices and attach receipt images captures through a mobile device camera

Mobile capability

Expenses can be captured and entered through a mobile phone or other mobile device such as a tablet

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