This course shows you the whole process, from setting up users to submitting expenses, including Credit Card Transactions. You will also learn how approvals work, both in Business Central and in the web approval portal. By the end, you will feel confident managing the expense process from start to finish.
To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk
*Please bring a couple expense receipts in PDF format. Only bring real receipts if you are fully comfortable sharing them with other attendees. If not, use dummy receipts instead.
10:00 Welcome & Introduction
10:15 Introduction to Expense Management
12:30 Submitting Expenses
12:30 Submitting Mileage
12:30 Bank Transaction
12:30 Approvals
13:00 Summary & Questions
You will receive a confirmation email shortly
If you’re using Business Central, you will see a screen like this:
If you have an RTC version of NAV it will look something like this (with panels and tiles):
If you have a Classic version of NAV it will look something like this (without panels and tiles):
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