Travel and expense management end-to-end process in Microsoft Dynamics® AX 2012

Travel and expense process flow

NancySales Rep

KevinSales Manager

AprilAP Coordinator

Enters travel

requisitions

Processes credit cards

Enters expense reports

Posts expense reports

Create and

submit travel

requisitions

Approve travel

requisition

Level III credit

card data

New UXTravel

policies and budgetary

control

Approves travel

requisitions

Approves expense reports

Enhanced project

integration

Services for Mobile

Entry

Distributions and Sub

Ledger Journal

Reporting and

analytics

Fax Receipts

VAT Recovery

Credit card

disputes

Travel policies and budgetary

control

KenController

Audits expenses

Audit Workbench

Expense posting

Travel approvals

Expense reports

Expense approvals

Travel requisitions

Expense audit

Business value in Microsoft Dynamics AX 2012

With the new travel and expense management features you can: Create and submit travel requisitions.

Manage spend with budgetary control.

Capture level III credit card data.

Handle credit card transaction disputes.

Perform cross-company expense entry.

Capture VAT-recoverable expenses.

Capture receipts with a fax or mobile phone.

Create travel and expense policies across organizations.

Audit expenses.

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this

presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft

cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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