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Expense Management

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Posted on by DD-30102312-0

Hi,

I am looking for a product to automate the lodging of expenses and invoice into Business Central Cloud. The idea would be the documents could be scanned on a mobile device or lodged via a web browser and then get lodged in Business Central. Thereby avoiding manual entry and potential user error.

Rgds,
Doug

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Dynamics 365 Business Central

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Vahid Ghafarpour 11,930 Super User 2025 Season 2 on at

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Expense Management

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One And Only Naveen 448 on at

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Expense Management

I did a similar project where a standard expense PDF (Travelling expenses of Employee, generated via HR management software) will get processed externally via a Python GUI Program and in which i used BC's API's to push data & pdf file as incoming document. Similar approach could be used depending on your requirement's. You can use this approach if your documents are standard.

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Khushbu Rajvi. 19,004 Super User 2025 Season 2 on at

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Expense Management

https://appsource.microsoft.com/en-hk/product/dynamics-365-business-central/PUBID.signup-software-ab%7CAID.31407efc-8e13-4752-b577-5e992428aa29%7CPAPPID.a53707ce-b9e1-4f4e-93be-ea3aae783cae?tab=Overview

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Graeme_Farquhar 38 on at

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Expense Management

Hi Doug,

As you'll have seen from Suresh's response, one of the highest rated apps on AppSource for expense management on Business Central is Zetadocs Expenses. Based on your description, it would certainly meet your requirements.

You can find more information about this solution here: https://www.equisys.com/Products/Zetadocs/Zetadocs-Expenses

Best wishes,

Graeme

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YUN ZHU 90,113 Super User 2025 Season 2 on at

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Expense Management

Another option is to consider customizing it.
Or submit your idea to Microsoft.

Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Thanks.

ZHU

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Valentin Castravet 28,392 Super User 2025 Season 2 on at

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Expense Management

Continia Expense Management and Continia Document Capture are two popular solutions that do that.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Suresh Kulla 49,257 Super User 2025 Season 2 on at

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Expense Management

There are several apps in the app source for expense management; please review the user guide of these apps

https://appsource.microsoft.com/en-us/marketplace/apps?page=1&search=Expense&product=dynamics-365-business-central

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Gerardo Rentería Ga... 22,526 Most Valuable Professional on at

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Expense Management

Hi, good day
I hope this can help you, and give you some hints.

Continia Expense Management | Automate your employee expense tracking

Best Regards
Gerardo

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Jainam M. Kothari 12,116 Super User 2025 Season 2 on at

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Expense Management

Hello,

For automating the lodging of expenses and invoices into Business Central Cloud, you might want to consider using Invoiced. This cloud-based accounts receivable automation system integrates seamlessly with Microsoft Dynamics 365 Business Central.

https://appsource.microsoft.com/en-us/product/web-apps/invoiced.invoiced-saas

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CU13030428-0 12 on at

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Expense Management

Automating expense recording in Business Central Cloud using a mobile solution is a great way to increase efficiency and reduce errors! I really enjoyed this topic

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