Expense Limit in Travel and Expense management

(0) Share

Report

Posted on by Community Member

I want to assign a limit to an expense. But I am unable to find any feature where i can specify a limit of expense in a specific period in travel and expense management module. Also tell me If I can view the remaining balance of that expense against the employee in a specific period.

For example a company has provided health and insurance for their employees and limit of the claim in a fiscal year 2015-2016 is 1000 $. Now if some employee claims the expense e.g. 250$. It will be deducted from his limit i.e. 1000-250=750 $ remaining balance. Could all of that be managed from travel and expense management, If not then please how can i manage this in AX.

Please help.

Regards,

Imran Khan.

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Imran,

Have you tried using expense policies?

(see e.g. technet.microsoft.com/.../gg231832.aspx)

An alternative would be specifying ledger Budgets to ensure that certain amounts within a specific period are not exceeded.

Hope this helps,

Ludwig

Was this reply helpful? Yes No