Travel and Expense Management in Microsoft Dynamics® AX 2012

At Course Completion

• Describe the purpose and benefits of using the Travel and Expense Management module in Microsoft Dynamics AX® 2012.
• Describe the workflow for creating and approving expense reports.
• Set up basic data required to use the Expense Management module.
• Define offset accounts for payment methods.
• Define the types of payment methods.
• Reimburse employees through the Accounts Payable module.
• Import credit card transactions to an expense report.
• Create an expense report.
• Select expense categories for expense line items.
• Itemize expenses.
• Distribute expenses.
• Mark expenses as personal
• Add guests to expense reports.
• Attach receipts to an expense report.
• Submit expense reports
• Post expense reports.
• Create a travel requisition.
• Define workflow terminology.
• Define workflow participants.
• Create workflows by using workflow types.
• Create a travel and expense policy.
• Enter and submit an expense report by using an expense policy.
• Create an audit policy.
• Create an expense to be charged to a project.
• Set up base data required for per diem calculations.
• Set up time and expense parameters for per diems.
• Enter per diem transactions in an expense report.
• Set up cash advance parameters.
• Request and approve a cash advance.
• Apply cash advances to expenses incurred.Return a cash advance.

Course Requirements:

Students looking to take this course (80429) must already have the following technical knowledge:

• Attended Finance 1 in Microsoft Dynamics ® AX 2012
• Knowledge of Workflow in Microsoft Dynamics AX 2012
• A working knowledge of Policies in Microsoft Dynamics AX 2012