HOTSPOT -
You need to configure the expense module for reimbursement.
How should you configure the expense module? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
 
















 

Suggested Answer: 
    

Box 1: Configure the personal card expense category
Employee2 purchased supplies for a holiday party and needs to be reimbursed.
First Up Consultants requires the ability to reimburse employees in their paychecks for expenses incurred on personal cards.
Expense categories and shared categories
When employees create an expense report, each expense that they record must be associated with an expense category. Expense categories are derived from shared categories that can be shared across the legal entities in your organization. These categories can also be shared in Project management and accounting, depending on the way that your organization is defined. Based on the definition of your organization and guidance from the implementation team, determine whether the categories that are used in Expense management will be used only in Expense management, or whether they should be shared between Project management and accounting and Expense management.
Box 2: Reconcile the expense through a credit card transaction import
Import and maintain credit card transactions
Expense-related credit card transactions can be set up so that they are automatically imported on a recurring schedule. Alternatively, the transactions can be manually imported as they are required. The credit card transactions are imported through the Credit card transactions data entity.
Incorrect:
* Configure the employee as a vendor
* Reimburse the employee through the expense management workspace
Reference:
https://docs.microsoft.com/en-us/dynamics365/project-operations/prod-exp/plan-expense-management
 https://docs.microsoft.com/en-us/dynamics365/project-operations/prod-exp/import-credit-card

This question is in MB-310 Microsoft Dynamics 365 Finance Exam
For getting Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate Certificate



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