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ExFlow Travel & Expense​

Introduction​

Welcome to ExFlow Travel & Expense, a comprehensive solution for managing travel and expense processes within Microsoft Dynamics 365 Business Central. Our platform simplifies and streamlines expense reporting, mileage tracking, per diem management, and reimbursements, ensuring a smooth and efficient workflow for your organization.

What is ExFlow Travel & Expense?​

ExFlow Travel & Expense is a user-friendly, advanced application integrated with Microsoft Dynamics 365 Business Central. It enables employees to manage expenses efficiently while offering administrators powerful tools for oversight and control. By automating the entire process, ExFlow Travel & Expense reduces manual effort, minimizes errors, and ensures compliance with company policies.

Key Features​

  • Seamless Integration: Fully integrated with Business Central to ensure data consistency and real-time updates.

  • User-Friendly Interface: Intuitive design that simplifies the submission, approval, and reimbursement processes.

  • Mobile Access: Accessibility on mobile devices, allowing users to manage travel and expenses on the go.


Getting Started​

This manual is a guide to effectively using ExFlow Travel & Expense. Whether you are an employee submitting expenses or an administrator overseeing the process, you will find detailed instructions and helpful tips to make the most of our platform.


For Employees​

  • Submitting Expenses: Step-by-step instructions on how to record and submit your travel and expense claims.

  • Tracking Status: How to check the status of your submissions and view reimbursement details.

  • Mobile App: Utilizing the mobile app for on-the-go expense management.


For Administrators​

  • Setting Up Policies: Configuring company policies to ensure compliance and streamline approvals.

  • Approval Workflows: Managing and customizing approval workflows to fit your organizational needs.

  • Reporting Tools: Using analytical tools to monitor expenses, identify trends, and generate reports.


We are committed to supporting your journey towards efficient travel and expense management. Should you have any questions or need further assistance, our dedicated support team is here to help.


Thanks for choosing ExFlow Travel & Expense.

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