Budgeting & Expense Management | D365 Finance

All staff working with or having an interest in Dynamics 365 Finance

Profiles:

• All

Objective

This course teaches you about configuring and using basic budgeting, budget control, and budget planning in Dynamics 365 Finance.

Topics

Budgeting

• Planning for basic budgeting and budget control
• Budgeting methodologies
• Basic budgeting overview
• Configure basic budgeting
• Use workspaces and inquiry pages to track budget vs. actuals
• Budget control overview
• Configure budget control
• Create and manage budget register entries
• Use inquires and reports for budget analysis
• Implement a budget register workflow
• Configure budget planning components
• Create and use a planning process

Expense management

Get started with Expense management

• Plan expense management
• Intercompany expenses
• Financial management
• Per diems
• Journals and accounts
• Payment methods
• Taxes
• Policies
• Expense categories and shared categories
• Map expense categories to a main account

Set up and configure Expense management

• Expense management workspace
• Expense management parameters
• Expense management workflows
• Expense report policies and per diem rules
• Evaluate policies by using Audit workbench cases
• Set up mileage expense options
• Intercompany expenses
• Personal expenses on an expense report
• Set up credit card transaction processing and import credit transactions
• Expense receipt processing
• VAT recovery

Create and process expense reports

• Create an expense report
• Intercompany expenses
• Itemize expenses by line
• Distribute an expense
• Add guests
• Attach receipts and documents to an expense report
• Submit an expense report to a workflow
• Approve an expense report
• Delegate an expense report
• Post an expense report
• Reporting options

Work with travel requisitions

• Create a travel requisition
• Approve a travel requisition
• Create a cash advance
• Update a cash advance

A high-quality VM is included in the course – complete with Microsoft standard Contoso demo data. It is available during your class and also for practice after the class.

Prepare

Before each course, we ask the students to prepare – for example, by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training and the terminology to be used.

Participate

Each live course session is a focused 3-hour live online session led by one of our experienced Microsoft Certified Trainers (MCT).

Practice

Maintain and extend your learning after the live course:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

This is part of the curriculum for the MB-310 exam.