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Finance | Project Operations, Human Resources, ...
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Feedback on Expense Management in D365 Finance

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Hi

This is a general request for feedback from anybody who has experience using or supporting or implementing the Dynamics 365 Finance Expense Management solution.   

To give some context I work for a new and growing organisation in Australia. Currently all employee expenses are managed using a manual process an excel expense claim form and payment to the employee via accounts payable (each employees is a vendor). This is very time consuming for both employees and the finance team with lots of e-mails and double handling of information.  

In the near future we will need to implement a more automated solution for employees to submit their expense for approval on-line including electronic copies of receipts and mandatory information relating to both GST and FBT. Two obvious options are to use what we already have in Dynamics 365 or what we also have with a third party payroll solution and we need to review both.   

I have some specific questions/concerns related to the Dynamics 365 solution and would welcome any feed back on these.

  1. The implementation time, given past experience with D365 could be significant many months rather than weeks? 
  2. Additional licence costs could be significant for employees that submit expenses and/or approve licences what type of licences are required? 
  3. Ability to manage Australian fringe benefit tax reporting requirements?  
  4. Mobile app how robust is this?

Thanks in advance

Simon

 

    

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,134 Super User 2025 Season 2 on at

    Hi Simon,

    I was involved in multiple similar scenarios. Companies did want to compare the Dynamics 365 solution with other vendors. I can provide some answers for you:

    1. It depends on the number of employees to get them trained and the policies you want to setup in the environment. Usually it is about weeks rather than months. Setup a test instance is quite easy.

    2. All users who will get access will need to have a team-member license. Users already having an operational license, can use that one.

    3. I'm not familiar with the Australian specific regulations.

    4. During several tests, the app was always working.

    You will need to compare licensing and required features. E.g. In a certain scenario a customer was evaluating specific expense management software which was quite convenient to use and had easy features for mileage calculations. Dynamics 365 expense management is straight forward and mileage needs to be entered manually. The advantage of Dynamics 365 is that it is integrated with the financial backbone.

    Another customer found out that their HR solution also had an option which was already included in their licensing. In that scenario they had chosen for the cheapest solution.

    If the majority of the users already have to use other Dynamics 365 features, then they already have licenses which makes the Dynamics 365 solution affordable. In a case, a customer had to acquire 500 additional team member licenses where out of these 500 the majority only had to use expense management one or two times a year and some never used it. So be aware that you don't buy licenses for dormant users.

  • Community Member Profile Picture
    on at

    Hi Andre

    Thank you for your very comprehensive response, that is very helpful in my evaluation.  We also have no additional licence cost if we utilise the solution included with our payroll application however it may not functionally be the best fit.  

    Best regards

    Simon

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