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[Richard Bloomfield]

Good day,

We currently use AX 2012 R1 and want to start using the ” Travel and Expense” module to facilitate expense claim/reimbursement to our sales guys and other employees, who currently submit claims by an excel summary with supporting invoices/receipts attached. In my research I realized that the module works best via an AX Enterprise Portal. Any advise on the possibility of effectively using this module without going through a portal and at the same time allowing the submitting of the supporting invoices/receipts electronically through the module?

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Richard Bloomfield
Assistant Controller
Visioneering Corp.
Toronto
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[Ankit Modi]

Hi,

“Travel and Expense” module is designed for employees who are travelling and submitting their expenses remotely. Where these employees might not have access of AX client. So, they can feel their expenses using “Travel and Expense” portal.

Moreover, this is also a cost effective with respective to licence cost as these users may not require AX Client to submit their claims.

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Ankit Modi
Project Manager – AX/D365FO
Indusa Infotech Services Pvt Ltd.
Ahmedabad
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[Christian Hetu]

HI Richard,
                   The submission of a Travel and expense report is only available through the portal but all other activities (validation, posting) can be done in the client. There is also a possibility to link the receipts to the expense report before submitting. Finally, there is an application available for Smartphones to be able to create entries in your expense report with your phone and take a picture of a receipt when you complete an entry.

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Christian Hetu
Business Analyst
BBA
Mont-Saint-Hilaire, QC, Canada
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[Amy Axness]

We are on AX 2012 R2 and we use the Travel and Expense module. The enterprise portal is the only place to enter expense reports and attach receipts. There is no place to do it in the AX client.

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Amy Axness
Controller
J&D Manufacturing
Eau Claire WI
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[Issam Mourabiti]

Dear Richard,
There is a third party application that is cost effective and user friendly: Certify.com. We have been using Certify for a year now and we are very happy with this application. It’s easy to set up and it integrates with AX AP module.

Thanks,
Issam

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Issam Mourabiti
AGC Chemicals Americas, Inc.
Exton, PA
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[Ludwig Reinhard]

Hi Richard,
If you can’t or do not want to use the enterprise portal then you either have to modify the AX standard functionalities or make use of an external third-party travel and expense software and import the accounting transactions into AX journals.
Best regards,
Ludwig

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Ludwig Reinhard
Sycor
Goettingen
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[Nirav Modi]

?Good Day !!

You can  upgrade your Product version to D365FO where you will get what you want. with third party, you need to integrate with Ax and that will increase your ROI, More it may not support the way AX works.

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Nirav Modi [Designation]
Project Manager – Ax
Indusa
http://www.indusa.com
00919426381531
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[Richard Bloomfield]

Good day,

Thank you all for your responses.

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Richard Bloomfield
Assistant Controller
Visioneering Corp.
Toronto
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