Are you emailing, faxing, or mailing copies of receipts every month for expense reimbursement? If so, you are wasting valuable time and money.

The Expense Utility Solution for Microsoft Dynamics SL allows you to upload receipts to expense reports through either Business Portal or the Dynamics SL client. Then, receipts are automatically uploaded to a Microsoft SharePoint document library. This SharePoint document library acts as a central repository for all receipts and allows administrators to manage permissions and security rights.  Additionally, all documents are backed-up, helping you when it comes to audit season.

How do receipts get uploaded?
You can scan receipts, use a digital document (PDF, DOCX, etc.) or take an image your their smartphone and upload each file.  Follow the normal process of entering time cards in Business Portal or Dynamics SL client.  Then, upload receipts from your desktop or server and view receipts for the entire expense report.

How is security managed?

Each approver now has the ability to view receipts when approving the expense report for employees, validating detail line items and receipts.  Approving expenses for billable expenses acts the same way and an approver can view receipts.  Folders are created on the SharePoint document library for each user who uploads receipts and individual sub-folders for each document. You can manage permissions for viewers of the receipts and grant rights to employees, supervisors or other staff members.

Did you know?

If you have Business Portal, you already own SharePoint.  If you aren’t taking advantage of SharePoint document library capabilities, you are missing out on functionality that can extend your current Dynamics SL investment.

Interested in learning more?  

Watch this brief, 15-minute recording and learn how to reduce time entry for expenses.


As a Microsoft Dynamics ERP Gold Partner and Master VAR, SBS Group is ready to help you with your Microsoft Dynamics SL and SharePoint consulting, implementation, support and training needs.   Contact SBS Group here or visit http://www.sbsgroupusa.com and chat with us in more details.

By: SBS Group – New Jersey Microsoft Dynamics SL, GP, AX, NAV Gold Partner & Master VAR