Expense parameters in D365 FO

Ingrid Flesche Låtun Updated by Ingrid Flesche Låtun

Expense parameters in D365 FO

The app collects some of its logic from Expense parameters in D365 FO:

Enable

Yes if the selected company is to use the Expense app.

No if the company is not going to use the Expense app.

Approver

Select an Admin user for this setup (this is explained Implementation Guide)

Default expense category perdiem

Define the default expense category that will be used when registering Perdiem from the Expense app.

NOTE: app users are able to change the expense category for Perdiem from the app.

Default expense category night allowance

Define the default expense category that will be used when registering Night allowance from the Expense app.

NOTE: app users are not able to change the expense category from the Expense app.

Default expense category outlay

Define the default expense category that will be used when registering Outlay from the Expense app.

NOTE: app users are able to change expense category for Outlay from the app.

Location/Project/Activity

Enable toggle switch if your company wants to use Location/Project/Activity.

SETUP Mileage and Hotel

Expense category mileage

Define the default expense category that will be used when registering Mileage from the Expense app.

NOTE: app users are not able to change the expense category from the Expense app.

Expense category passenger

Define the default expense category that will be used when adding passengers to Mileage from the Expense app.

IF default Expense category passenger is not defined, it is not possible to add passengers to Mileage registration from the app.

NOTE: app users are not able to change the expense category from the Expense app.

Expense category trailer

Define the default expense category that will be used when adding trailer to Mileage from the Expense app.

IF default Expense category trailer is not defined, it is not possible to add trailer to Mileage registration from the app.

NOTE: app users are not able to change the expense category from the Expense app.

Room

To enable itemization for Hotel, define the expense category and related subcategory for room rate.

NOTE: app users are not able to change the expense category from the Expense app.

Other

To enable itemization for Hotel, define the expense category and related subcategory for 'other'.

NOTE: app users are not able to change the expense category from the Expense app.

Expense Types

Expense types are used to define whether the selected company is to use Outlay, Night allowance, Perdiem, Mileage and/or Intercompany functionality.

Add the Intercompany functionality or Expense types that are relevant for your company.

Location filter

When expense categories have been correctly setup (enabled for app and related locations added, read more here), press 'Add all' to retrieve all locations linked to each Expense category.

These locations will be used in the Expense app based on the selected expense category.

How did we do?

Implementation Guide

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