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Entering Expense Reports is Fast and Easy in the new Microsoft Dynamics AX

The expense reporting feature in Microsoft Dynamics AX includes a number of valuable features!

Entering and approving expense reports is a key part of the client billing and project costing process in many project-driven organizations.  To show how fast and easy it really is, SAGlobal has added a video to its demo video library which demonstrates the expense entry process in the new Microsoft Dynamics AX.

Microsoft Dynamics AX uses a cross-platform HTML5 user interface, meaning it runs on any web browser, any device and any form factor.  So this makes it easy to enter and approve expense reports when you’re on the go, whether you’re using a PC, a tablet, or a phone.

Microsoft Dynamics AX Expense

The expense reporting feature in Microsoft Dynamics AX includes a number of valuable features, including:

  • Uploading expenses from a credit card fee or a mobile device into an unreconciled expenses queue.
  • Attaching receipts that were captured via a phone on a mobile device or uploaded from a scan.
  • Itemizing expenses to break out various components (i.e. hotel bills can be itemized to separate your room charges from internet, meals, parking, taxes, etc.).
  • Distributing expenses across multiple departments, clients, or projects.
  • And much, much more!

Click here to link directly to the demo video to see more information on this process and other related aspects of the project lifecycle in Microsoft Dynamics AX. 
And as always, don’t hesitate to reach out to us directly at This email address is being protected from spambots. You need JavaScript enabled to view it. if you’d like more information. 

About the Author

Andy Yeomans

Andy Yeomans

Andy Yeomans is Director of Business Development for SAGlobal, where his role is to help project-driven organizations evaluate and select ERP software systems to better manage their finances, projects, clients, and resources. Andy was instrumental in developing the organization's Microsoft Dynamics AX industry solutions and practice area for the AE & Environmental industry. Andy has over 17 years of ERP experience and has helped dozens of AE & Environmental firms evaluate, select, and implement ERP software systems for their business.

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