Sunday, October 30, 2016

Walkthrough: Travel & Expenses Cash Advances

This post illustrate how employees can request cash advances and how AX automatically apply the cash advances to an expense report.
this functionality give the employees the ability to request Cash Advances to cover business expenses.
For example business trip Ticket, meals on a business trip,Taxi, Meal,Car rental etc..

in order to use the cash advances functionality we need to setup the following main pre-requisites:

Cash Advance Account
Payment Methods
Expense Categories
Expense report Workflow,
Cash Advance Workflow