Lab – Create an expense report and submit it to a workflow

  • 17 minutes

Read this first - before you start the lab!

Important

For this lab, you CAN'T sign in with your own credentials. Use the following steps to sign in to your lab environment with the correct credentials.

  1. Ensure that you're signed in to Microsoft Learn.
  2. Select Launch VM mode or Sign in to launch VM mode in this unit.
  3. In the Resources tab on the lab side bar, select the T icon next to Password in the Finance and Operations box, to have the administrator password for the Virtual Machine (VM) entered for you.
  4. Select Enter.
  5. Microsoft Edge opens. Wait for it to navigate to the Sign in page for finance and operations. If you experience an issue with the Sign in page loading, try to restart the browser in the VM.
  6. On the Microsoft Sign in page in finance and operations, place your mouse cursor into the Username field.
  7. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to Username, then press Enter.
  8. Your mouse cursor is now in the Password page.
  9. On the Resources tab of the lab side bar, below the Azure portal heading, select the T icon next to select Password, then press Enter.
  10. In the Save password window, select Never.
  11. Select Accept in the Permissions requested page.
  12. To see the lab instructions, select the Instructions tab on the lab side bar.

You can now begin your work on this lab.

Note

The process for creating an expense report is the same in finance and operations as it is in Project Operations. Therefore, you will perform this lab in finance and operations, as we do not currently have a Project Operations environment available on Microsoft Learn. However, you can access a trial environment of Project Operations by selecting Get started in the top-right corner of the Dynamics 365 Project Operations page on microsoft.com if you prefer to try the lab there.

In this lab, you will:

  1. Create an expense report.
  2. Attach receipts to an expense report.
  3. Submit an expense report to a workflow.

Scenario

You have just returned from a business conference, and you will create an expense report. When you’ve created the expense report, you will attach the meal receipt to the expense report and then submit the expense report to a workflow.

Create an expense report

To create an expense report, follow these steps:

  1. Go to Expense management > Workspaces > Expense management.
  2. Select New expense report.
  3. In the Title/Purpose field, enter October trade conference.
  4. In the Location field, select any value from the drop-down list.
  5. Select Create.
  6. Select New expense.
  7. In the Category menu, select Meal.
  8. In the Amount field, enter 27.05.
  9. In the Currency field, select USD.
  10. In the Date field, select November 1, 2020.
  11. In the Merchant field, select Fourth Coffee.
  12. Select Save.

Attach receipts to an expense report

To attach a receipt to an expense report, follow these steps:

  1. On your expense report, select the Receipts tab.
  2. Select Add receipts.
  3. Select Browse and then select the receipt.pdf file from the desktop. Normally, this receipt would be one that you saved to your computer.
  4. Select Upload.
  5. Select Close.

Submit an expense report to a workflow

To submit the expense report to a workflow, follow these steps:

  1. On the Action Pane of the expense report, select Submit.
  2. Enter Please approve in the Comment text box.
  3. Select Submit.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.