Employee Expense Management for Microsoft Dynamics 365 FO

Are you a Microsoft Dynamics 365 Finance and Supply Chain user that still managing employee expenses using spreadsheets and email? Did you think an enterprise grade Employee Travel and Expense solution that integrates with Dynamics 365 Finance was out of your reach? What if there was an option to leverage what you already own to automate employee expense reimbursement, namely Office 365? That is exactly what DynamicPoint has accomplished.  We have brought together Dynamics 365 Finance, Office 365, and lastly, our EasyEXP365 travel and expense processing application to cost effectively capture receipts, route for approval, and create the appropriate accounts payable, general ledger or payroll transaction in Dynamics 365 Supply Chain Management.

Why Do I need Expense Management with Dynamics 365 Finance and Supply Chain?

EasyEXP365 automates the otherwise manual collection, approval and processing of employee expense reports with Dynamics 365 Finance. Employee out of pocket and corporate credit card expenses are coded directly to Dynamics 365 Finance GL accounts. Depending on the type of expense recorded, payables are created in Dynamics 365 Finance for employee payment or journal entries are written to account for corporate credit card transactions.

Diagram depicting how EasyEXP365 uses Office 365 to manage employee expenses with Dynamics 365 FO

Dynamics 365 FO Expense Management with EasyEXP365

 

 

How does DynamicPoint’s EasyEXP365 work with Dynamics FO?

DynamicPoint’s approach is to continue to fully support Dynamics 365 FO as the accounting system of record. We query employees directly from the application, validate GL accounts, verify expenses are coded correctly and ultimately create the accounts payable, GL, or payroll transaction directly in Dynamics 365 Finance.  There are no syncs or data being moved from one system to the other.  We instead use live integration to deliver seamless Dynamics 365 Supply Chain Management compatibility.

Want to learn more?

Check out our recent demo videos, view pricing details or schedule a 1:1 product demonstration.

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