81047AE Set Up Expense Management in Microsoft Dynamics 365 for Operations

81047AE

This course provides information on setting up expense management in Microsoft Dynamics 365 for Operations including setting up report headers and report lines, and managing payment methods.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Understand the Expense Management Process Flow
  • Set Up Report Headers
  • Set Up Shared Expense Categories
  • Set Up Expense Categories
  • Create Merchants
  • Set Up Delegates
  • Define Display Fields
  • Create Statistics Groups
  • Define Expense Policies
  • Define General Expense Management Parameters
  • Define Financial Parameters
  • Define Per Diem Parameters
  • Define Fax Cover Pages Parameters
  • Define Anti-Corruption Parameters
  • Define Payment Methods
  • Set Up Reimbursements
  • Import Credit Card Payments
  • Set Up Credit Card Mapping
  • Import Credit Cards
  • Add Credit Card Transactions to an Expense Report
  • Show More


Duration:0 hrs 51 mins

Level:200

ROLES

Application Consultant

TRACKS

Fundamentals

CAPABILITIES

Financial Services

INDUSTRIES

Financial Services


WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics 365 for Operations for basic processing
  • Basic knowledge of finance concepts
  • Basic knowledge of workflow concepts
  • Basic knowledge of policy concepts