Submitting Expense Reports Through The Dynamics AX 2012 Employee Services Portal
 

Submitting Expense Reports Through The Dynamics AX 2012 Employee Services Portal

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The Employee Services portal is a simplified way for the employees to access Dynamics AX 2012 without having to have a full client installed on their desktop. All they need is a web browser.

The Employee Services portal is a simplified way for the employees to access Dynamics AX 2012 without having to have a full client installed on their desktop. All they need is a web browser.

I this example we will show how the Employee Services portal can be used for a common task of expense report creation and how the expense report flows through the approval process.

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

  • Dynamics AX | Employee Services | PortalsSUBMITTING EXPENSES THROUGH THEEMPLOYEE SERVICES PORTAL The Employee Services portal is a simplified way for the employees to access Dynamics AX 2012 without having to have a full client installed on their desktop. All they need is a web browser. I this example we will show how the Employee Services portal can be used for a common task of expense report creation and how the expense report flows through the approval process. © 2013. All rights reserved.
  • Create YourExpense ReportCreation of the expense report from the employee portalis pretty simple. Just click on the link.If you have imported in your transactions directly fromyour credit card, then Dynamics AX will show you the listof transactions that you can automatically add to youexpense report.If you don’t want to use any of these, then you can justskip the step and go straight to the expense report detailand manually enter the line items. © 2013. All rights reserved.
  • Create YourExpense ReportAll you need to do is specify the type of expense report. © 2013. All rights reserved.
  • Create YourExpense ReportIf there is a policy to have an approved travel requisition,then you an select that from the ones that you havealready submitted, and had approved. © 2013. All rights reserved.
  • Create YourExpense ReportNow we can start adding our expense report lines. Herewe have the major expense categories to choose from. © 2013. All rights reserved.
  • Create YourExpense 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. © 2013. All rights reserved.
  • Create YourExpense ReportAnd also I can choose from the payment type. © 2013. All rights reserved.
  • Create YourExpense ReportI think for this flight I need a little bit of an explanation ofthe charge so I can add that detail in the notes section. © 2013. All rights reserved.
  • Create YourExpense ReportNow I’ll add a hotel. © 2013. All rights reserved.
  • Create YourExpense ReportFor this line item we can specify project information. © 2013. All rights reserved.
  • Create YourExpense ReportWe can also specify the type of activity for the trip. Thiswas a sales activity so it’s non-billable. © 2013. All rights reserved.
  • Create YourExpense ReportWith the expense lines, there is also an option to itemizethe details. © 2013. All rights reserved.
  • Create YourExpense ReportFor example, my hotel bill had the room, and also a mealthat needs to be accounted for separately so I break thatout within the itemized section. © 2013. All rights reserved.
  • Create YourExpense ReportNow we can see the expense report lines and detail. © 2013. All rights reserved.
  • Create YourExpense ReportWith my mileage to the airport, I don’t have to look up themileage rate either, that is already configured for me. © 2013. All rights reserved.
  • Create YourExpense ReportAfter adding in my return mileage, and the parking at theairport my expense report is finished. © 2013. All rights reserved.
  • Create YourExpense ReportIf I wanted to I could go the extra mile as well and uploadmy scanned receipts and attach them to my expensereport. © 2013. All rights reserved.
  • Expense ReportSaved As DraftThe expense report is just waiting in the draft status until Ihave entered in all of my expenses. © 2013. All rights reserved.
  • Expense ReportReady To Print &SignLooks good to me. © 2013. All rights reserved.
  • Submit YourExpense ReportNow that I have all of my expenses on the expense report,to send it off for approval, I just need to submit it. © 2013. All rights reserved.
  • Submit YourExpense ReportWe have defined a simple workflow for our expensereports where they are sent to my supervisor forapproval. © 2013. All rights reserved.
  • Submit YourExpense ReportWhen I submit my expense report, I can add a personalnote. © 2013. All rights reserved.
  • Expense ReportSent For ApprovalAnd now I just wait for the approval. © 2013. All rights reserved.
  • Expense ReportAvailable To RichClient UsersThe same expense report is available to the traditionalusers through the Time and Expenses module. © 2013. All rights reserved.
  • Expense ReportAvailable To RichClient UsersAnd all of the detail is there as well. © 2013. All rights reserved.
  • Expense ReportApprovalNotification © 2013. All rights reserved.
  • Expense ReportSent For ApprovalAlso, for the approver, there is an immediate notificationthrough the task tray pop up, and also the notificationsarea within the Dynamics AX client. © 2013. All rights reserved.
  • Expense ReportApprovalNow that the expense report has been set for approval,the approver just needs to choose the appropriate actionfrom the workflow actions panel. © 2013. All rights reserved.
  • Expense ReportApprovalAlternatively, if the approver does not want to use theDynamics AX rich client, they can access the approval stepthrough the Employee Services portal. © 2013. All rights reserved.
  • Expense ReportApprovalFrom the Employee Services portal, the approver is ableto drill down into the detail of the expense report. © 2013. All rights reserved.
  • Expense ReportApprovalIf they choose to approve the expense report, they canadd additional comments. © 2013. All rights reserved.
  • Expense ReportApprovedAfter approval, the expense report approval task isremoved from the active task list. © 2013. All rights reserved.
  • Expense ReportApprovedThe expense report is moved into the approved status andis ready to AP to reimburse the employee. © 2013. All rights reserved.
  • Expense ReportApprovedThe employee is able to see that the expense report isapproved through the Employee Services portal. © 2013. All rights reserved.
  • Expense ReportApprovedAdditionally, the expense report is not frozen. © 2013. All rights reserved.
  • Expense ReportApprovedIf the user want to see the detail for the approval processand the steps that it went though, they can also accessthe approval workflow detail.Very cool... And simple… © 2013. All rights reserved.
  • AboutMurray Fife