Submitting Expense Reports Through The Dynamics AX 2012 Employee Services Portal

OverviewEmployee One Stop ShopThe Employee Services portal is a simplified way forthe employees to access Dynamics AX 2012 withouthaving to have a full client installed on their desktop.All they need is a web browser.I this example we will show how the EmployeeServices portal can be used for a common task ofexpense report creation and how the expense reportflows through the approval process. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportCreation of the expense report from the employeeportal is pretty simple. Just click on the link.If you have imported in your transactions directlyfrom your credit card, then Dynamics AX will showyou the list of transactions that you can automaticallyadd to you expense report.If you don’t want to use any of these, then you canjust skip the step and go straight to the expensereport detail and manually enter the line items. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportIf there is a policy to have an approved travelrequisition, then you an select that from the onesthat you have already submitted, and had approved. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportDepending on the expense type you will get differentoptions. In this case I am entering in a flight, so I canspecify the flight details including the carrier. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportI think for this flight I need a little bit of anexplanation of the charge so I can add that detail inthe notes section. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportFor example, my hotel bill had the room, and also ameal that needs to be accounted for separately so Ibreak that out within the itemized section. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportWith my mileage to the airport, I don’t have to lookup the mileage rate either, that is already configuredfor me. © 2011 Copyright Junction Solutions. All rights reserved.

Step 1Create Your Expense ReportIf I wanted to I could go the extra mile as well andupload my scanned receipts and attach them to myexpense report. © 2011 Copyright Junction Solutions. All rights reserved.

ResultExpense Report Available To Rich ClientUsersThe same expense report is available to thetraditional users through the Time and Expensesmodule. © 2011 Copyright Junction Solutions. All rights reserved.

ResultExpense Report Sent For ApprovalAlso, for the approver, there is an immediatenotification through the task tray pop up, and also thenotifications area within the Dynamics AX client. © 2011 Copyright Junction Solutions. All rights reserved.

Step 3Expense Report ApprovalNow that the expense report has been set forapproval, the approver just needs to choose theappropriate action from the workflow actions panel. © 2011 Copyright Junction Solutions. All rights reserved.

Step 3Expense Report ApprovalAlternatively, if the approver does not want to usethe Dynamics AX rich client, they can access theapproval step through the Employee Services portal. © 2011 Copyright Junction Solutions. All rights reserved.

ResultExpense Report ApprovedIf the user want to see the detail for the approvalprocess and the steps that it went though, they canalso access the approval workflow detail.Very cool... And simple… © 2011 Copyright Junction Solutions. All rights reserved.

Author Information Murray Fife Senior Solutions Consultant Junction Solutions Ph: (770) 674-5573 E-mail: mfife@junctionsolutions.com Twitter: @murrayfife SlideShare: http://www.slideshare.net/murrayfife © 2011 Copyright Junction Solutions. All rights reserved.

Submitting Expense Reports Through The Dynamics AX 2012 Employee Services Portal

by Murray Fife on Nov 04, 2011

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Submitting Expense Reports Through The Dynamics AX 2012 Employee Services Portal — Presentation Transcript