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Travel Expense Processing in Dynamics NAV RTC

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Travel Expense Processing in Dynamics NAV RTC

This question has suggested answer(s)
Peter Stockemer
Posted by
on 4 Jun 2010 10:01 AM

We want to be able to process T&E related Expenses in NAV.  This would include:

  • Entry of details
  • Pre-approval/Approvals
  • Ability to scan receipts and then have it follow the transaction throughout the process using Document Links

Does anybody have any experience with any products that currently are able to integrate with NAV?

2009 Add-in add-on Can someone help me on this. Dataport Dynamics NAV Dynamics NAV 2009 integration Microsoft Dynamics NAV 2009 Nav 2009 features NAV 2009 Reporting Role Tailored Client RTC SQL server 2008
All Replies
  • Valentin Gvozdev
    Posted by
    on 7 Jun 2010 10:16 PM
    Hi,We doing this every day - through standard purchase invoice. Create employee as Vendor and enter expenses as lines of the invoice. We have very inexpensive solution that allows read any type of barcode from scanned document - so user after entering expense report into Vendor Invoice prints document for accounting and this document has barcode. Then he scans printed document and all receipts as one multipage PDF and places it into directory. Navision reads barcode from the PDF and attaches it to the appropriate document.

    Accounting then review and post invoice and process check for expense reimbursement or process payment by corporate credit card.

    You can use standard NAV Approval workflow also.
  • John Higgins
    Posted by
    on 28 Jul 2012 8:33 AM
    Suggested Answer

    We have Gorilla Expense. It integrates with NAV and has mobile apps as well.
  • Becky_A
    Posted by
    on 24 Nov 2012 10:12 AM
    Suggested Answer

    We are also engaging with Gorilla Expense. Extremely intuitive product with several useful features. You can capture electronic receipts for each transaction. You can also setup several stages of approvals. They integrate with NAV. So far, our users love the application. Very impressed with the prompt support and helping us with best practices. Let me know if you need a contact.

    NAV Dynamics NAV Add-in credit card NAV 2009 R2 Add-on Software for Microsoft Dynamics NAV Add-Ons for Microsoft Dynamics add-ons Dynamics NAV Connector Connector for Microsoft Dynamics ERP & Microsoft Dynamics CRM G/L Automation