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

  • 17 minutes

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.