There are various methods of processing expenses within Dynamics 365. This includes running the processes through Purchase Ledger, utilising the General Ledger with journal uploads (if the expenses are processed through payroll) or company credits cards – or a combination of these options.
Paid through Purchase Ledger
Expenses reimbursement through the Purchase Ledger requires the employee to be setup as a Supplier in Dynamics 365. GYDE365 recommend this process for ease for use and cost control
Paid through Payroll
Expenses reimbursement through Payroll produces a General Ledger journal for processing
Expenses Paid with Company Credit Card
Expenses reimbursement through Company Credit Card allows credit card statement import and reconciliation to expenses that have been registered by the employee