• Overview
• Outline
• Schedule

About This Course

This one-day instructor-led course provides students with the knowledge and skills to implement, adjust or use the Expense Management module of Microsoft Dynamics AX 2009. The training course covers setting up the expense management module, creating, approving and posting expense reports and cash advances, the use of tools during expense entry, configuring workflow, importing credit card transactions, per diem expenses and project related expenses. This course uses both the Rich Client and Enterprise Portal user interfaces.

Audience Profile

This course is intended for both professionals that are implementing the expense management module as well as end users of the module.

Prerequites

Before attending this course, students must have:

• A working knowledge of the navigation and use of Microsoft Dynamics AX
• A working knowledge of the use of general ledger and accounts payable in Microsoft Dynamics AX
• If students wish to understand project expense reports then it is desirable that they have some knowledge of the projects module.

At Course Completion

After completing this course, students will be able to:

• Describe the purpose and benefits of using Expense Management module in Dynamics AX 2009.
• Describe the workflow for creating and approving expense reports.
• Setup basic data required to use the expense management module.
• Enter expense reports on the enterprise portal.
• Learn the options available for each expense category.
• Use expense report tools hotel itemizer, split expense, add guests and attach receipts.
• Understand how to work with personal expenses.
• Approve expense reports.
• Understand workflow terminology.
• Setup workflow configuration.
• View workflow comments.
• Understand the different expense payment methods.
• Reimburse employees through the accounts payable module.
• Add imported credit card transaction to an expense report.
• Import credit card statements.
• Setup expense categories for use in projects.
• Enter project expenses.
• Setup project validation policies.
• Understand the setup of base data and parameters required for per diem calculation.
• Enter per diem transactions on an expense report.
• Understand the workflow of cash advance processing.
• Setup cash advance parameters.
• Request and approve a cash advance.
• Apply cash advances to expenses incurred.
• Request a return of a cash advance.