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Business Functionality

Overview

Ready to learn more about Expense720 and how to use it? Check out some of our resources, which include detailed documentation on documents and templates as well as many useful setup and user guides.

ToSee
Get familiar with General basic features and featuresBasic functionality
Get started with pre-defined configurationSetup
Understand how to manage and work with expensesExpense management
Create individual experience by usage of more mailboxesMailbox
Approvers should be created to approve your expensesApprovers
Manage workflow approval setupApproval Workflow
Create General Journal lines from received expensesGeneral Journal
Create and post Purchase documentsPurchase

General basic functionality

The expense documents are entered into Business Central in multiple ways:

  • By email
  • Drag and drop one or more documents directly in the application.
  • Take a picture of the expense with your camera.

Main information such as document type, invoice number, dates, amount, etc. are automatically recognized using data capture services, which helps and minimize the risk of incorrect data.

After receiving the documents, it is possible to start the approval workflow or post the document directly and transfer it to archive.

If you want to use the approval feature, the receivers can approve or reject the expense. When the document is approved, the expense is ready to get posted, and transferred to archive.

note

It is not mandatory to use approval workflow before posting the document.

imgExpenseWorkflow

Simple usage

It is possible to use Expense720 in a very simple way and be compliant with legal needs about storing documents digitally.

Scenario A (without data capture service)

  1. Receive the expense document by drag and drop.
imgDragDropExpense
imgReceiveDocument
  1. Fulfill the necessary information on the received expense. maybe add a comment
imgFulfillExpenseCard
  1. Post the expense to archive.
imgPostExpenseCard

Scenario B

  1. Receive the expense document by mailbox (1234xxx???@expense720.com).
imgReceivedRolecenterTile
  1. Fulfill the expense with accounting information in the purchase lines area.
imgPurchaseLines
  1. Post the expense to archive.
imgPostExpenseToArchive