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Expense Reports in Business Central

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Posted on by SammySevens

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Hi all,

We currently use expensify for expense reporting - and it's a great tool, but we are looking to simplify and reduce cost so I would like to evaluate a BC approach to expense reporting.

Ideally, I would love to integrate expense reporting into BC natively, without any 3rd party tool. I read about navision 2018 offering account type of employee for expense reporting, but the goal is to have the employees themselves submit the expense report, and then reimbursed.

Is there a means to do this natively in BC, or do I need a 3rd party tool (I see continia has a nice solution) https://www.youtube.com/watch?v=iKts-Syxyv4

Thank you

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Ajay Jain 211 on at

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RE: Expense Reports in Business Central

There is an expensify connector which pull data from expensify into BC and you can post employee expenses

https://appsource.microsoft.com/en-gb/product/dynamics-365-business-central/PUBID.unitechitsolutionsltd1596438951562%7CAID.the_expensify_connector%7CPAPPID.bf8e74e8-e9dd-4426-accf-81ec1e7be08e?exp=ubp8&tab=Overview
SammySevens 130 on at

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RE: Expense Reports in Business Central

Hi all,

Thank you for all your feedback and suggestions.

MahGah your approach is interesting, and cost sensitive....I will explore it in sandbox.

Thank you to the Zhu and Graeme for recommendations.

Great community, thank you all!
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MahGah 15,428 on at

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RE: Expense Reports in Business Central

Hi

My first question is do all those employees have BC license? If not what is the cost of 3rd party app compare to getting license for them?

If they have license then either you can set them up as Vendor, then create some none-inventory item such as Hotel, Food, etc. Then train them to create Purchase Invoice for their vendor and those items and send for approval. Or you can utilize Power App to create the same function but in simpler UI

Continia or ZetaDoc Expense also works fine .
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Graeme_Farquhar 28 on at

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RE: Expense Reports in Business Central

Hi,

Zetadocs Expenses would meet the expense report requirements you mention. It is designed specifically for Business Central and as you can see from the product reviews on AppSource, it's highly regarded amongst customers: appsource.microsoft.com/.../pubid.equisys|aid.zetadocs_expenses|pappid.9c37d06a-82c7-4f7d-a9e6-007454473d28

Hope this helps,

Graeme
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Expense Reports in Business Central

Hi, As far as I know, this requires third-party tools.

You can find many BC solutions on AppSource.

https://appsource.microsoft.com/en-us/marketplace/apps?exp=ubp8&product=dynamics-365-business-central&search=expense&page=1

Hope this helps.

Thanks

ZHU