Microsoft Dynamics 365 Finance and Operations (D365 F&O) provides out-of-the-box functionality for contractors to enter expense reports.
Expense Entry by Contractor
Contractors can enter expense reports via Expense Management in D365 F&O.
If they are set up as a vendor (not employees), they must use the Vendor Collaboration Portal or submit expenses through their agency.
Expense Reimbursement
Direct to Contractor: If the contractor is set up as an employee in D365, the reimbursement can be processed via Employee Vendor Accounts and paid directly.
To the Agency: If the contractor is engaged through an agency, the agency submits the expense and gets reimbursed.
Project Accounting Integration
Expenses can be linked to projects for billing.
Use Project ID and category mapping in expense entry to ensure charges are allocated correctly.
Configuration Requirements
Enable Expense Management module.
Set up Contractors as Employees or Vendors based on payment preference.
Configure Expense Categories and Policies to align with project and financial requirements.
Integrate with Project Accounting to allow expense charges to flow into project cost and billing.
This setup ensures contractors can submit expenses, be reimbursed appropriately, and have costs allocated to projects for client billing.
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