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Highlights in Expense Management 2024 R2 (25.00)

• Unified cross-company approvals: Simplify your approvals in the Web Approval Portal with a unified dashboard view—no more switching between companies or approval types.
• Continia Sustainability integration: Gain insights into your company's carbon footprint by automatically tracking emissions data from employee spending. 
• Streamlined purchase document processing: Easily apply purchases directly to your expenses and process the same transaction in both Document Capture and Expense Management without double-posting.
• Expanded job queue setup options: Easily manage your job queues with intuitive setup options that allow you to create or remove entries for recurring Expense Management tasks with just one click.
• Enhanced login with Microsoft 365: Simplify sign-in for your expense users by specifying Microsoft 365 as their login method during setup in Business Central. 

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Highlights in Expense Management 2024 R1 (24.00)

• GST/GST-free expense support (AU): Streamline your bookkeeping by auto-allocating lines based on GST calculations. The Expense Mobile App's AI Receipt Scanner also automatically detects GST amounts on receipts, ensuring effortless expense reporting.
• Automatic allocation using distribution codes: Automatically allocate your expenses using distribution codes. This feature is available for all expense types, so simply specify percentages in the setup, and you're ready to go!
• 3-months rule support (DE): Seamlessly manage tax-free benefits for travelling employees and ensure you're compliant with Germany's 3-month rule for tax-free daily expenses.
• View a company's number of approvals per document type: Efficiently navigate your approval tasks. In the Web Approval Portal, you can get an instant overview of the number of pending approvals per document type for each entity in the company drop-down menu.
• Automatic creation of digital vouchers: Effortlessly meet Business Central's digital voucher requirement. Expense Management will automatically generate and import digital vouchers for your transactions, enhancing the Business Central feature.
• AI Receipt Scanner improvements: Expense processing is even smoother with updates to the AI Receipt Scanner, including improvements in country, currency, and address recognition, and quicker processing time.

Features introduced in 2024 R1

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Highlights in Expense Management 2023 R2 (12.00)

• Autozoom in Business Central add-in: Attached receipt images are automatically scaled to the add-in size, providing a full view and saving you time on manual adjustments when navigating multiple expense documents. You can still control the zoom for closer inspection when needed. 
• Autofill in the Expense App and Expense Portal: Speed up your expense submissions for the same merchant using autofill in the Expense App and Expense Portal. Benefit from expense type suggestions and, in the app, conveniently highlighted potential options. 
• VAT/sales tax input from Expense users: Easily enter VAT/sales tax details for expenses in the Expense App. If AI Receipt Scanner finds multiple VAT/Sales tax entries on the receipt, it'll automatically create allocations in the expense. 
• Configurable messages: Tailor your workflow to your preferences. Customize your workflow warnings, allowing specific expense documents with warnings to proceed for approval instead of halting 'open' status expense documents. 
• Secure Archive: This feature ensures that your original digital bookkeeping documents are stored securely, preserving their integrity, traceability, and compliance with secure periods defined by local legislation. It includes a built-in logging feature to track each document's journey from receipt to final bookkeeping entry. 

Features introduced in 2023 R2

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Highlights in Expense Management 2023 R1 (11.00)

• Purchase Contracts (new add-on module): Save time managing and reviewing your company's contracts and subscriptions with a complete overview of all active agreements, which ensures correct invoicing. 
• Calculation improvements for mileage receipt VAT (UK Market): You can now easily calculate VAT refunds from your employees' mileage fuel "rate" for tax deduction purposes. 
• Portuguese and Polish translation: Expense Management is now available in Portuguese and Polish language layers. 
• Payment types for user groups: Easily set up and use different payment types for multiple user groups.  
• Payment type UI improvements: Creating payment types is quicker than ever. Subfields are only visible if their field group is selected, cutting down on the overwhelm of options. 
• Support for Business Central Universal Code initiative: Keep compliant with Microsoft's Universal Code initiative so you can continue to use all the powerful Expense Management on-premises features as usual.   

Features introduced in 2023 R1

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