Expense Reports + Approvals
Frictionless expense report and approval management, integrated with Dynamics 365 Finance and AX 2012
Control spending, accelerate approvals, and eliminate Excel from the process. Capture from mobile, approve from any device, and record everything within the ERP. Request a FREE DEMO with your actual approval workflow.
THE CHALLENGE
Expense reports living outside the ERP
The need to control expenses typically arises when the organization grows, team mobility increases, or financial control and audit requirements become more stringent. At that point, many departments continue managing expense reports outside the ERP.
Common scenarios:
- Excel spreadsheets as a “temporary” system that becomes permanent
- Paper receipts or attachments scattered across emails
- Approvals that depend on being connected to the ERP or in front of a PC
- Limited real control over statuses, responsible parties, and timelines
- Rework and difficulty auditing
This scenario appears in:
- Mature AX 2012 environments with consolidated processes
- Organizations that have already migrated to D365 Finance (cloud)
- Companies with mobile sales or technical teams
- Companies with frequent audits or demanding regulations
- Groups with centralized expense control policies
Origin of the problem
The problem is usually not in the ERP, but in the final stage of the process: expense capture and validation. In practice:
- Users do not record expenses at the time they occur
- Managers do not have an agile way to approve
- Operational shortcuts are created outside the standard system
- Financial control loses traceability and consistency
Over time, this generates operational overhead, rework, and difficulty auditing or scaling the model.
THE SOLUTION
The process returns to being within Dynamics, not around it
Revertis’s Expense Reports + Approvals solution extends the ERP with a complete workflow, without replacing Dynamics.
It is based on two mobile and web applications, developed on Power Apps, integrated with Dynamics 365 Finance (cloud) and Dynamics AX 2012.
Capture from mobile
Expense capture from mobile (photo + minimal data).
Send to ERP workflow
Automatic submission to the ERP’s standard expense/travel workflow.
Approval from any device
Mobile approvals with sufficient information to make decisions.
No parallel processes
Everything is recorded in the system, without shortcuts or Excel.
D365 Finance + AX 2012
Compatible with cloud and legacy environments in parallel.
Native Power Apps
Developed on Power Apps: integrable, scalable, and maintainable.
OBJECTIVE
Return financial control to the ERP, without disrupting existing processes or adding friction for the user.
Transformation
From Excel and scattered receipts to a controlled workflow in Dynamics
Before
Excel as operational support
Physical receipts or scattered attachments
Slow approvals or outside the workflow
Difficult control and traceability
After
Immediate expense capture from mobile
Single, consolidated electronic receipt
Role-based approval workflow
Record ready to post and process payments in the ERP
Complete traceability of statuses and responsible parties
WHAT'S INCLUDED
Two apps + complete workflow integrated with the ERP
Mobile and web applications
- Expense Reports app for quick recording
- Approvals app to approve/reject
- Developed on Power Apps
ERP integration
- Dynamics 365 Finance (cloud)
- Dynamics AX 2012
- Standard expense and travel module
Approval workflow
- Role-based workflow
- Configurable levels: review, manager, management
- Approval or rejection with comment
Functional configuration
- Expense categories
- Payment methods
- Basic validation rules
Covered scenarios
- Travel, meals, parking, mileage
- Expense report in PDF (Excel-style)
- Advances and corporate cards (future enhancement)
Want to see your actual workflow running with the solution?
Request a FREE DEMO and we will show you the solution with your approval flow and your expense report format, on D365 Finance (cloud) or AX 2012.
METHODOLOGY
How we implement the workflow in your organization
01
Current workflow analysis
We map categories, approver roles, and expense policy
02
Functional configuration
Definition of categories, payment methods, and validation rules
03
ERP integration
Connection with D365 Finance or AX 2012 to the expense/travel module
04
App deployment
Activation of Expense Reports and Approvals on mobile and web
05
Validation and training
Testing with real cases and training of users and approvers
RESULTS
Tangible results in expense control and operational efficiency
Organizations that implement the solution typically achieve:
- Less time spent on administrative tasks
- Greater expense traceability (status, approver, evidence)
- Faster approvals, even with managers on the move
- Elimination of parallel systems (Excel, emails, folders)
- Better financial control without increasing ERP load
Direct impact on:
- Operational efficiency
- Cost control
- Audit and compliance
SUPPORT
The solution grows with the business, without disrupting existing processes
Alignment with internal policy
Workflow adaptation to your actual policy
Model evolution
Advances, corporate cards, travel requests
Hybrid scenarios
Adaptation to AX 2012 + D365 contexts
Continuous growth
Scales with the organization without rewrites
ABOUT REVERTIS
Specialists in Dynamics AX 2012 and D365 Finance
20+ years
of experience as a Microsoft Partner
We understand the process
Not just the technology: the actual process
We integrate, not duplicate
The ERP remains the heart of the system
Real financial control
Solutions for daily use, not just demos
Cloud + legacy in parallel
D365 Finance and AX 2012, both covered
