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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Expense Management
Small and medium business | Business Central, N...
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Expense Management

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Posted on by DD-30102312-0 14
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
Categories:
Dynamics 365 Business Central
  • One And Only Naveen Profile Picture
    One And Only Naveen 138 on at
    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.
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 11,539 Super User 2025 Season 1 on at
    Expense Management
  • Graeme_Farquhar Profile Picture
    Graeme_Farquhar 34 on at
    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
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 79,587 Super User 2025 Season 1 on at
    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
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 26,904 Super User 2025 Season 1 on at
    Expense Management
    Continia Expense Management and Continia Document Capture are two popular solutions that do that. 
     
  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 45,783 on at
    Expense Management
    There are several apps in the app source for expense management; please review the user guide of these apps
     
     
     
  • gdrenteria Profile Picture
    gdrenteria 16,226 Most Valuable Professional on at
    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

  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 2,699 on at
    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.
     
  • CU13030428-0 Profile Picture
    CU13030428-0 10 on at
    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
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,493 Moderator on at
    Expense Management
    Hi,
    For it, Microsoft offers a native solution with the Dynamics 365 Expense Management mobile app, built using Microsoft Power Apps. This app is designed to streamline expense reporting and integrates directly with Business Central.
     

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