Travel And Expense
Tax Included in Expenses
This option defines if expenses are posted as gross or net. More to follow…..
Mileage Rate
Mileage rate is the set amount paid to an employee per mile. When entering an Expense form, the employee will enter the number of miles travelled and the system will calculate the amount due by multiplying the mileage rate by the number of miles. Sometimes… Read More »Mileage Rate
Reporting
The following reports are delivered as standard from Dynamics 365
Expenses Policies Management
Content coming soon
Merchants
Coming soon
Expenses Sub-categories
Sub-categories allow a breakdown of a main category. The sub-category can have independent General ledger Main Account codes, or inherit the primary category Main Account code, but split for reporting purposes. Below is a common example – Hotels – where the bill for a night… Read More »Expenses Sub-categories
Expenses Categories
Employees must assign their expenses to predefined categories when they are working with expense reports. You can create two types of expense categories: Categories for use by a single company – This type of category includes information about payment methods, expense types, cost splitting, and… Read More »Expenses Categories
Travel and Expense Purpose
The expense entry report is configurable to allow maximum efficiency when entering employee expenses. Purpose and location are two key header level detail fields.