Expense management mobile app d365

  • Does Microsoft have an expense tracking app?

    Spend, a Microsoft Garage project is an expense-management app that helps people stay on top of their expenses for reimbursements or tax deductions..

  • How do I publish the Expense management mobile workspace?

    Publish a mobile workspace
    In your browser, start your web client.
    Click Settings \x26gt; Mobile app.
    Select the mobile workspace to publish.
    Click Publish..

  • How do I use the expense manager app?

    How to Use Expense Tracker Apps

    1. Link Accounts.
      2. Once you've selected your ideal app and signed up for the services, you need to begin the setup process.
    2. Add Company Policies & Create Approval Process
    3. Import Receipts
    4. Create Reports
    5. Daily
    6. Monthly
    7. Is There an App to Manage Daily Expenses?
    8. Personal Finance Manager

  • How to Use Expense Tracker Apps

    1. Link Accounts.
      2. Once you've selected your ideal app and signed up for the services, you need to begin the setup process.
    2. Add Company Policies & Create Approval Process
    3. Import Receipts
    4. Create Reports
    5. Daily
    6. Monthly
    7. Is There an App to Manage Daily Expenses?
    8. Personal Finance Manager

  • Requirements

    1. Go to Settings \x26gt; Security
    2. Select Security Roles
    3. Select a security role \x26gt; Business Management tab
    4. In the Privacy Related Privileges section, verify that Dynamics 365 for mobile is set to Organization
    5. Select Save and Close to save the changes to the security role
  • Expense Policies
    Expense policy validates that when an employee enters an expense it is within the company defined limits.
    Expense policy can trigger a warning messages or give an error Error or require justification for going beyond the policy.
    Define expense policy rule for various expense types with effective dates.
The Expense management 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.

Are per-diem and mileage expenses supported in the mobile app?

Per-diem and mileage expenses aren't supported in the preview version of the Expense mobile app.
However, support will be added to the app when it becomes generally available.
To modify an expense, follow these steps.
On your mobile device, open the Power Apps mobile app, and then open the Expense mobile app.
On the Expenses tab, select an expense.

,

How do I access the expense management mobile app?

Access the app from the Power Apps mobile app for real-time expense submission.
The Expense management mobile app uses key configurations from Dynamics 365 Finance to ensure a seamless and consistent experience between the mobile app and the web application.

,

How do I add an expense category to my App?

On your mobile device, open the Expense management workspace.
Select Quick expense entry.
Select the expense category.
You see a list of expense categories that are loaded into your app for offline use.
By default, 50 items are loaded, but a developer can change this number.
For more information, developers should see Mobile platform.

,

What version of Dynamics 365 does the expense management mobile app require?

The Expense management mobile app requires Dynamics 365 Finance version 10.0.37 - 10.0.1725.64 or later.
Which platforms and mobile devices are supported.
The Expense management mobile app runs within the Power Apps mobile app.
All platforms that the Power Apps mobile app supports can also run the Expense management mobile app.


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