The Expense mobile app is developed by using a Microsoft Power Apps canvas app and can be accessed from the Power Apps mobile app. The Expense mobile app is a powerful solution that’s designed to simplify and enhance the expense reimbursement process and increase user productivity. Thanks to its focus on intuitiveness and ease of use, the Expense mobile app offers a range of features that make expense reporting seamless and efficient.
This mobile workspace is intended to be used with the Dynamics 365 Finance and Operations mobile app.
Overview
Many organizations require that you attach a copy of a receipt to a travel-related or business-related expense report that you submit for reimbursement. The Expense mobile app lets you quickly create new expense lines on your mobile device. It uses optical character recognition (OCR) to scan an attached photo of a receipt and add the information to the expense line. Alternatively, you can capture a photo of a receipt and then attach it to an expense report later. You can also create and manage your expense reports, and then submit them for approval and reimbursement by using your mobile device.
You can use the Expense mobile app to perform the following tasks:
- Create expenses and expense reports.
- Use OCR to capture photos of receipts and extract relevant information.
- Create new receipts, attach and detach receipts, and delete receipts.
- Save, submit, and recall expense reports as needed.
- Customize the app to fit your organization’s needs.
- Access the app from the Power Apps mobile app for real-time expense submission.
The Expense mobile app uses key configurations from Dynamics 365 Finance to ensure a seamless and consistent experience between the mobile app and the web application. Those configurations include policy configurations, workflow configurations, and visibility of expense report fields.
To use the Expense mobile app, you must have a fully implemented setup of Expense management in your environment.