Dynamics 365 Business Central Expense Management App
Mobile expense capture and approval workflows integrated with Business Central.
Simplify Company Expenses & Payroll Reimbursements
Manage, review, approve, and post employee expenses with an app integrated with Microsoft Dynamics 365 Business Central. Give employees a simple way to submit expenses while admins oversee activity, review details, and post approved expenses to Business Central journals.
One workflow for employee expenses and approvals
The Dynasol Expense Management App brings expense submission and administration together with Business Central integration. Employees can submit expenses for reimbursement or payroll, while administrators review submissions, manage users, and post approved expenses to Business Central journals.
How the Expense Management App works
Add users and assign roles
Onboard employees and assign roles according to your company's workflow.
Submit expenses
Employees submit payroll reimbursement (PR) or standard reimbursement expenses through the app.
Review and approve
Admins use the centralized dashboard to inspect expense details and manage submitted items.
Post to Business Central
Approved expenses are posted to Business Central general journals, reducing manual handling.
Powerful admin dashboard
Real-time expense view
View submitted expenses across the company in one place.
User and employee control
Manage users and oversee employee expense activity from a centralized dashboard.
Audit and tracking
Access details of posted journal lines to support tracking and audit reviews.
Configuration settings
Configure the required Business Central settings to activate the app workflow.
An intuitive dashboard for employees
Submit expenses
Submit payroll reimbursement (PR) or standard reimbursement expenses from the app.
Track status
Check the current status of submitted expenses in the app.
Review expense history
Access personal expense history and review previous submissions.
Mobile-friendly workflow
Submit and manage expenses through a streamlined user dashboard.
Connected to your Business Central workflow
The app connects to a Business Central account and routes approved expenses into general journals. This helps keep expense handling connected to the accounting environment where the transactions are recorded.
Secure BC connection
Connect the app to the company's Business Central account.
Expense-to-journal flow
Move from employee submission to admin review and then to Business Central general journals.
Less manual posting
Reduce repetitive manual work by posting approved expenses through the integrated workflow.
Journal visibility
Review posted journal line details for tracking and audit purposes.
Certificate-based login and credential protection
Certificate-based access
Each user logs in using a certificate that contains encrypted Business Central credentials.
Sensitive IDs kept off devices
The source page states that tenant ID, client ID, and client secret are not stored on user devices.
Encrypted credentials
Credentials are described as encrypted and stored securely in user certificates.
Authorized users
Access is intended for authorized users, with roles and admin controls supporting managed use.
Make expense administration easier to manage
- Centralize employee expense management
- Give employees visibility into submission status
- Reduce manual work in expense posting
- Keep a record of posted journal details
- Separate employee and administrator tasks
- Use certificate-based access for app sign-in
Prepare your team for setup
Review your Business Central environment
Confirm which Business Central environment the app should connect to and identify the users who need access.
Configure the required settings
Follow Dynasol's setup instructions to configure the Business Central connection and required app settings.
Set up user certificates and roles
Prepare the certificate-based login and assign appropriate access for employees and administrators.
Test the full expense workflow
Submit a test expense, review it as an admin, and confirm the expected posting flow to Business Central journals.
For setup assistance or a product demonstration, contact Dynasol Technologies.
Streamline expense submissions, approvals, and posting
Give employees a straightforward expense workflow and provide admins with centralized review tools connected to Dynamics 365 Business Central.