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.
Manufacturer: Microsoft
SKU: 81047
£50.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

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
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