In this course, learn more about how to create and submit expense reports using Dynamics 365 Finance & Operations (F&O). Click the Enroll button below the lesson list to register for the course. The course is comprised of four separate videos; to complete the course, you must watch all four videos.
Note: To enroll for this course, you have to be a registered user of the ELMS. Go to the ELMS Main page to register for access.
Expense Reporting
In this module, you learn about how to navigate Dynamics 365 Finance & Operations (F&O). Note that this is different from CRM, which handles accounts, opportunities, quotes, and orders.
In this module, you learn from the Finance Department about their requirements and recommendations concerning reporting your expenses.
In this module, Martin Zapata explains how to create expense reports with line receipts. This approach entails creating the expense, saving it, and then attaching the relevant receipt.
In this module, Martin Zapata explains how to create expense reports using header receipts. Unlike the line receipt approach, the header receipt method involves uploading receipts to D365 F&O first, and then creating your expense entries.
Comprehension Quiz
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Free
This course is for Econolite employees only.
Expense Reporting
In this module, you learn about how to navigate Dynamics 365 Finance & Operations (F&O). Note that this is different from CRM, which handles accounts, opportunities, quotes, and orders.
In this module, you learn from the Finance Department about their requirements and recommendations concerning reporting your expenses.
In this module, Martin Zapata explains how to create expense reports with line receipts. This approach entails creating the expense, saving it, and then attaching the relevant receipt.
In this module, Martin Zapata explains how to create expense reports using header receipts. Unlike the line receipt approach, the header receipt method involves uploading receipts to D365 F&O first, and then creating your expense entries.