Travel & Expense Management Software for Dynamics 365 BC - ExFlow

ExFlow’s Travel & Expense Management software for Dynamics 365 BC helps finance teams transform the entire expense reporting process into a digital format, from logging receipts and mileage in the app to online approvals and archiving.

About ExFlow's Travel & Expense Management Solution

DIGITIZE THE ENTIRE EXPENSE REPORTING PROCESS ExFlow Travel & Expense Management for D365 BC transforms manual processes into digital workflows, from expense logging to reporting. Whether it’s capturing a receipt after a business trip using a smartphone or entering mileage with advanced location services and Google Maps integration, the hassle of time-consuming paper trails is eliminated, saving time and resources. Managers benefit from the quick online approval workflow, which is accessible across PCs, tablets, and smartphones and offers real-time insights into expense reimbursement statuses. TRAVEL AND EXPENSE BUILT-IN D365 BUSINESS CENTRAL Our solution is built specifically for Dynamics 365 Business Central, and offers superior compatibility and functionality. Post expense data directly upon approval and ensure accurate invoicing for client-specific jobs. Our cloud-based subscription model provides a swift setup tailored to your company’s size and requirements.  Additionally, the hassle of sifting through old receipts has become a thing of the past, thanks to our systematic digital archiving feature.

The Perks of ExFlow Travel & Expense Management for Business Central

Easy mileage reporting

Mileage is entered directly into the travel & expense software and then presented in the online portal for approval.

Saving receipts in the app

If you receive a receipt by email in PDF format, you can save it directly in the app from the email client.

Ready for posting

As soon as an expense or mileage has been approved, it is ready for posting in Microsoft Dynamics 365 Business Central.

Flexible registration

The flexible solution makes it possible to take a snap of the receipt and complete the registration on a desktop or laptop PC back at the office.

Digital archive

Travel & Expense Management makes it easy to locate old receipts. They are saved and stored in a digital archive.

Expenses linked to jobs

As soon as an expense or mileage has been approved, it is ready for posting in Microsoft Dynamics 365 Business Central.

Snap the receipt

Your staff member may simply take a pic of their expense receipts using a phone and fill in a few fields in the app. Then, the receipts become visible in the online approval portal.

Online approval

When a receipt or mileage registration has been sent for approval, the approver is notified. With ExFlow travel & expense management software, you can approve expenses anywhere by accessing the portal via PC, tablet or phone.

It's a match

The picture of the receipt is saved in the archive until the credit card transaction automatically arrives in the app, and the travel & expense management automation tool matches the image and card transaction.

Per Diem Approvals

Set and manage daily travel allowances. Employees can submit per diem requests for quick approval.

How ExFlow Travel & Expense in Dynamics 365 Works

SNAP YOUR RECEIPTS

ExFlow Travel & Expense makes expense reporting easy with built-in OCR technology. Simply snap a photo of your receipt using the mobile app, and the system automatically extracts key details like date, amount, and vendor. No more manual entry or lost receipts—just accurate, real-time expense data captured in seconds. Once scanned, the receipt data is instantly available for review and approval. Employees can categorize expenses, add relevant details, and submit reports on the go, ensuring compliance with company policies.

EASY MILEAGE REGISTRATION

Enter the mileage directly into the app upon arriving at your destination. The travel & expense management software calculates the distance you’ve driven using the phone’s location services and Google Maps. It’s convenient for both you and your colleague on the road.

FAST ONLINE APPROVAL

Once the receipt and mileage have been submitted via the app, they are ready for approval by the manager via the online portal. There, you can also keep an eye on whether receipts and mileage have been approved or not. It’s all accessible on PC, tablet and smartphone.

READY FOR POSTING IN BUSINESS CENTRAL IMMEDIATELY

As soon as the receipt has been approved, it’s ready for posting in your Dynamics 365 Business Central. And you may link an expense to a job so that it’s invoiced to the customer involved. The entire expense handling process is easier and faster with Travel & Expense Management.

DIGITAL ARCHIVE

No more spending time looking for old receipts. All receipts can be easily found and accessed in the digital archive.