Travel and expense policy
A travel and expense policy is the set of rules – such as per-diem limits, travel class restrictions, and receipt requirements – that define what an employee can spend. D365 enforces these rules automatically during the report submission process.
How do you configure a travel and expense policy for automated compliance in D365?
Your travel and expense policy should not be a document that sits in an HR handbook; it should be the "enforcement engine" of your expense reporting process, and by configuring these rules directly into D365, you ensure that the system automatically flags or blocks any claim that exceeds your spending limits, preventing over-expenditure before the report even reaches your finance team.
If your organization is frequently paying for expenses that violate your corporate rules, it is because your policy is not effectively baked into the tools your employees use. We help you build these guardrails into your T&E module, ensuring your employees always know the limits and your finance team never has to worry about non-compliant spending again.
Maintaining disciplined financial management demands dedicated, proactive technology management. Engaging an experienced technical team under a professional Dynamics 365 Finance contract guarantees that your policy enforcement remains fully performant.
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Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.