Travel and expense

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use Travel and expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees are spending when they incur expenses for your business. You can also define expense policies and automate the reimbursement of travel expenses.

The administrative work in Travel and expense management is performed in the Microsoft Dynamics AX client. Expense reports and cash advance requests are made in Enterprise Portal for Microsoft Dynamics AX.

Business processes

The following process flow illustrates the Travel and expense management business process.

Travel and expense at a glance

Important tasks		Primary forms
About travel requisitions		Travel requisition (list page)
Creating expense reports		Expense report (form)
About Travel and expense workflow		Cash advance (form)
		Expense tax recovery (form)

Travel and expense integrations

Travel and expense can be integrated with the following modules and Microsoft products:

• Project management and accounting

• Accounts payable

• General ledger

See also

Setting up and maintaining Travel and expense

Working with Travel and expense

Microsoft Dynamics AX reports