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Expense Limit in Travel and Expense management

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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.

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Ludwig Reinhard Microsoft Employee on at

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RE: Expense Limit in Travel and Expense management

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