Introduction
The Expense management workspace is where users can file their expenses. Various parameters are offered, including rates for mileage, per diems, and the effect that expenses have on the organization's ledger, which you must decide on when planning the setup and configuration of Expense management in Microsoft Dynamics 365 Project Operations.
Workflows allow you to automate specific criteria for approval and to assign approvers, and you must plan and implement the Expense management workflow criteria that your organization plans to adopt.
You will learn how to create expense report policies and define per diem rules to ensure that company policies are systematically enforced.
Additionally, you will learn how to use optical character recognition (OCR) to scan receipts, the process for recovering value-added tax (VAT) on expenses, and how to deal with personal expense and intercompany expenses.