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
*Attendees will need access to their own UAT or sandbox environment to join the session. You will follow along with the demonstrations and complete practical exercises in your own system. You are responsible for any changes made in your environment during the session.
Please bring a few examples of expense receipts so you can practise submitting and processing real expenses during the session.
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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