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Retired 30-June-2017 Travel and Expense Management in Microsoft Dynamics AX 2012


Introduction 

This two-day instructor-led course provides students with an overview of Travel and Expense management features and functionality in Microsoft Dynamics AX 2012.This course covers the major functions and describes how Travel and Expense is integrated with the Enterprise Portal. The participants for this course should have basic knowledge of the earlier versions of Microsoft Dynamics AX.

Outcomes

At the completion of this course, participants will be able to:

  • Describe the purpose and benefits of using the Travel and Expense Management module in Microsoft Dynamics AX 2012.
  • Describe the workflow for creating and approving expense reports.
  • Set up basic data required to use the Expense Management module.
  • Define offset accounts for payment methods.
  • Define the types of payment methods.
  • Reimburse employees through the Accounts Payable module.
  • Import credit card transactions to an expense report.
  • Create an expense report.
  • Select expense categories for expense line items.
  • Itemize expenses.
  • Distribute expenses.
  • Mark expenses as personal
  • Add guests to expense reports.
  • Attach receipts to an expense report.
  • Submit expense reports.
  • Post expense reports.
  • Create a travel requisition.
  • Define workflow terminology.
  • Define workflow participants.
  • Create workflows by using workflow types.
  • Create a travel and expense policy.
  • Enter and submit an expense report by using an expense policy.
  • Create an audit policy.
  • Create an expense to be charged to a project.
  • Set up base data required for per diem calculations.
  • Set up time and expense parameters for per diems.
  • Enter per diem transactions in an expense report.
  • Set up cash advance parameters.
  • Request and approve a cash advance.
  • Apply cash advances to expenses incurred.
  • Return a cash advance.



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Course Info

  • Code: 80429
  • Duration: 2 days
  • Price: Call for price

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