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Dynamics 365 expense management mobile app overview

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Applies To: Project Operations for resource/non-stocked based scenarios, Project Operations for stocked/production-based scenarios

This article provides information about the new Dynamics 365 expense management mobile app. The Dynamics 365 expense management mobile app is developed by using a Microsoft Power Apps canvas app and can be accessed from the Power Apps mobile app. The Dynamics 365 expense management mobile app is a powerful solution that's designed to simplify and enhance the expense reimbursement process and increase user productivity. Thanks to its focus on intuitiveness and ease of use, the expense management mobile app offers a range of features that make expense reporting seamless and efficient.

Many organizations require that you attach a copy of a receipt to a travel-related or business-related expense report that you submit for reimbursement. The Dynamics 365 expense management mobile app lets you quickly create new expense lines on your mobile device. It uses optical character recognition (OCR) to scan an attached photo of a receipt and add the information to the expense line. Alternatively, you can capture a photo of a receipt and then attach it to an expense report later. You can also create and manage your expense reports, and then submit them for approval and reimbursement by using your mobile device.

You can use the Dynamics 365 expense management mobile app to perform the following tasks:

  • Create expenses and expense reports.
  • Use OCR to capture photos of receipts and extract relevant information.
  • Create new receipts, attach and detach receipts, and delete receipts.
  • Save, submit, and recall expense reports as needed.
  • Access the app from the Power Apps mobile app for real-time expense submission.
  • Access the app to approve the expense reports.
  • Customize the app to fit your organization's needs.

The Dynamics 365 expense management mobile app uses key configurations from Dynamics 365 Finance to ensure a seamless and consistent experience between the mobile app and the web application. Those configurations include policy configurations, workflow configurations, and visibility of expense report fields.

To use the Dynamics 365 expense management mobile app, you must have a fully implemented setup of Expense management in your environment.

Note

The Dynamics 365 expense management mobile app replaces the now-deprecated Expense Management mobile workspace.

Availability

The Dynamics 365 expense management mobile app is available in all regions where Dynamics 365 Project Operations is available.

To determine which regions support Project Operations deployment, see Geographical availability for Dynamics 365 and Power Platform report. To view the supported regions, select View Report, and then expand Dynamics 365 > Operations Apps > Dynamics 365 Project Operations.