Planning, execution and billing of travels, expenses & receipts
The Facts
The Expense and Travel Management allows you to fully plan, execute and bill business expenses in Microsoft Dynamics 365 and Dynamics CRM.
Integrated expense management allows you to bill travel expenses to employees and customers. An expense Claim is also integrated.
Screen Gallery Highlights
Top Features
- Complete organization of trips
- Travel expense billing for employees and customers
- Travel time billing
- View trips directly in the Outlook Calendar
- Check availability of company cars
Benefits
- More time:
Simplified trip and receipt management relieves HR, project managers, and employees. - More safety:
Expense and Travel management is fully integrated. Billing customers becomes easier and thereby more secure. - More turnover:
Dynamics Project Management automatically proposes billable travel activities and receipts to the project manager for customer billing.
Description
The Expense and Travel Management, which is integrated in Microsoft Dynamics CRM, allows you to fully plan, execute and bill business trips.
Travelers plan their trip in their time of absence, and book required resources (e.g. company cars) accordingly. Thus, business equipment is booked immediately and employees automatically receive an out of office entryin their Outlook Calendar for the Duration of their trip.
With the integrated CRM-Project Expense and Travel Management, the project manager has access to all trips and receipts of employees within the project. The system automatically creates a billing recommendation for future customer trip billing based on an order’s defined billing terms.
Employees can easily enter receipts and expenses through the Receipt Management function. The System automatically numbers and arranges receipts, correlating recorded receipts with the respective trip. External expense calculators can be integrated and support employees with calculating expenses for the travel period, including trips abroad (with different expenses, per diem).
The HR department can directly access recorded receipts as reports and use them as template for billing and invoicing. The "payment method" classification simplifies the employee expense reporting.
Scope of functions for this component
- Organize all travel activities directly in Microsoft Dynamics CRM
- Optionally connect external expense calculators, with legal provision guidelines
- Alternatively use an internal expense calculator
- Differentiation of receipts by payment method
- Travel expense invoicing, per employee, for the HR department
- Check transport availability and scheduling and other resources for the travel period
- Receipt management, including numbering for all standard receipt types
- Collect all costs (receipts and times) for billing by using the CRM-Project billing function
- All travels visible in the Outlook Calendar
- Manage travels and enter receipts directly in Outlook or the internet browser
- Enter receipts and manage travel offline or on the go