Kristen Hosman’s Dynamics 365 Business Central Blog

Once you've configured the Expense Agent, using it is surprisingly simple. In this example, I'll forward an email containing a PDF receipt attachment to the Expense Agent and walk through the complete workflow—from receipt submission to manager approval. Note: This article is accurate as of Business Central version 28.1 . Step 1: Forward Your Receipt Rather than manually creating an expense report, simply forward the email containing your receipt(s) to the Expense Agent email address. In this example, the receipt is attached as a PDF . The Expense Agent automatically begins processing the attachment after it arrives. Step 2: Receive a Confirmation Email After the Expense Agent finishes processing the receipt, you'll receive a confirmation email letting you know it has successfully received your expense. The email also lets you know: Your receipt has been processed. A draft expense report has been created. Your expense is pending review . You still need to review and submi...

One of the exciting additions to Microsoft Dynamics 365 Business Central is the new Expense Agent . Powered by AI, the Expense Agent helps employees submit expenses faster by extracting receipt information, validating expenses against company policies, and routing reports for approval. If you're planning to enable the Expense Agent in your organization, here's a walkthrough of the setup process. Note: The information in this article is accurate as of Business Central version 28.1 . Microsoft continues to enhance Copilot and Agent capabilities, so future versions may include additional functionality or configuration options. Step 1: Activate the Expense Agent Before anyone can begin submitting expenses, you'll need to activate the agent. During setup you'll: Activate the Expense Agent Optionally allow employees access via web app Optionally allow employees to submit receipts via email Tip: If you plan to allow receipt submission by email, configure a dedicate...