Managed Business & IT Training Solutions

MBIT Training Ltd

Set Up Expense Management in Microsoft Dynamics 365 for Operations (81047)

This course provides information on setting up expense management in Microsoft Dynamics 365 for Operations including setting up report headers and report lines, and managing payment methods.
SKU: 81047
GTIN: 81047
Manufacturer: Microsoft
£500.00 (GBP)

This course provides information on setting up expense management in Microsoft Dynamics 365 for Operations including setting up report headers and report lines, and managing payment methods.

Learning Objectives

  • Understand the Expense Management Process Flow
  • Set Up Report Headers
  • Set Up Shared Expense Categories
  • Set Up Expense Categories
  • Create Merchants
  • Set Up Delegates
  • Define Display Fields
  • Create Statistics Groups
  • Define Expense Policies
  • Define General Expense Management Parameters
  • Define Financial Parameters
  • Define Per Diem Parameters
  • Define Fax Cover Pages Parameters
  • Define Anti-Corruption Parameters
  • Define Payment Methods
  • Set Up Reimbursements
  • Import Credit Card Payments
  • Set Up Credit Card Mapping
  • Import Credit Cards
  • Add Credit Card Transactions to an Expense Report

Prerequisites

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics 365 for Operations for basic processing
  • Basic knowledge of finance concepts
  • Basic knowledge of workflow concepts
  • Basic knowledge of policy concepts