Expense Management for Business Central

Recursos Principais

Mobile receipt capture with OCR that reads vendor, date, gross/net amount and VAT, pre-filling the Expense Report card

Custom AL Expense Report header/line tables and pages, integrated with the Business Central Role Center and activity tiles

Mileage tracking with configurable per-kilometre/per-mile rates, vehicle types and date-effective rate tables

Per-diem and travel-allowance tracking against trip start/end dates with daily and partial-day rules

Corporate credit-card statement import (CSV/OFX/camt.053) with automatic matching of statement lines to captured receipts

Policy enforcement engine — category limits, receipt-required thresholds and duplicate detection block out-of-policy claims at entry

Multi-step approval workflow built on the BC approvals framework with delegation, amount-based routing and audit trail

Automatic posting to vendor or employee purchase invoices and the general ledger with correct dimensions

Full VAT/tax breakdown per expense line using your BC VAT posting setup, including reverse-charge and non-deductible handling

Event subscribers on posting and validation routines so the extension stays upgrade-safe across BC monthly releases

BC REST/OData API endpoints exposing expense reports and lines for Power BI, Power Automate and external apps

Optional Dataverse / Power Platform integration driving a Power App capture front end and Power Automate notifications

Job queue entries for unattended OCR processing and scheduled card-statement import

Scoped permission sets separating employee submitters, approvers and finance administrators

AL automated test codeunits covering policy rules, matching and posting, delivered with the source

Feito sob encomenda, pronto para você

Sem configuração por conta própria — um app funcional criado, instalado e com suporte da ECOSIRE.

Você faz o pedido

Comece com um preço único de desenvolvimento. Definimos o escopo com você no início.

Nós criamos e instalamos

A ECOSIRE cria, configura e instala no seu Dynamics 365 Business Central.

No ar + suporte

Você entra no ar em cerca de 2–4 semanas, com um período de suporte pós-lançamento.

Sobre este Produto

Business Central has no first-class employee expense module — finance teams end up stitching together spreadsheets, manual purchase invoices and email approvals. This extension closes that gap as a properly engineered AL solution that ECOSIRE builds to your policy, installs as a per-tenant extension on your Business Central environment (cloud SaaS or on-prem), and supports.

Employees capture receipts from a phone using the Business Central mobile/Power App front end. An OCR pipeline reads vendor, date, amount and VAT, and pre-fills an Expense Report built from custom AL tables and pages. Mileage is logged against configurable rates, per-diem against tracked travel dates. When a corporate credit-card statement is imported, the extension matches statement lines to captured receipts so finance reconciles instead of re-keys.

Under the hood we add table and page extensions, event subscribers on posting routines, and a configurable approval workflow built on the BC approvals framework. Approved reports post to vendor/employee purchase invoices and the general ledger with correct VAT/tax breakdown and dimensions. Data is exposed through the BC REST/OData API, and where you run Power Platform we wire Dataverse integration so a Power App or Power Automate flow drives capture and notifications.

Everything ships with scoped permission sets, a job queue entry for unattended card-statement import and OCR processing, and an AL test suite. Because it is per-tenant rather than an AppSource listing, the logic maps to your expense policy, GL accounts, dimensions and tax setup — not a lowest-common-denominator template. Honest delivery: this is custom build-to-order, not an instant download.

O que você ganha

A per-tenant Business Central AL extension (.app) built to your expense policy, installed on your sandbox then production environment

Full AL source code, ready for AppSource-style packaging or further in-house development, handed to your team

Configured expense categories, mileage/per-diem rate tables, approval routing and VAT mapping for your chart of accounts and dimensions

Permission sets and security configuration for submitters, approvers and finance administrators

Job queue setup for unattended OCR and card-statement import, plus the REST/OData and optional Dataverse integration wiring

Deployment runbook, admin/user documentation and the AL test suite, followed by a handover and training session

Para quem é isso

Finance Manager

Owns the reimbursement cycle and month-end close. Wants expenses to post to the correct GL accounts, dimensions and VAT codes automatically, with a clean audit trail instead of spreadsheets and manual purchase invoices.

HR / People Operations Lead

Administers the expense policy, per-diem rates and mileage rules. Needs limits and receipt requirements enforced at the point of entry so non-compliant claims never reach finance.

Business Central Administrator

Responsible for the tenant. Cares that the solution is a clean per-tenant extension using event subscribers and permission sets, stays upgrade-safe across monthly releases, and integrates with existing Power Platform and Power BI assets.

Como Expense Management for Business Central se compara

Critério	ECOSIRE	Construção personalizada	Concorrente
Mobile receipt capture with OCR	Incluído	Suporte parcial	Incluído
Mileage and per-diem tracking	Incluído	Suporte parcial	Suporte parcial
Corporate credit-card statement reconciliation	Incluído	Suporte parcial	Suporte parcial
Policy enforcement and approval workflow	Incluído	Suporte parcial	Incluído
VAT/tax breakdown posted to the GL with your dimensions	Incluído	Incluído	Suporte parcial
Built to your exact policy, GL and tax setup	Incluído	Incluído	Não incluído
Per-tenant, upgrade-safe AL extension	Incluído	Suporte parcial	Incluído
Full AL source code handed over	Incluído	Incluído	Não incluído
Installed and supported on your environment by the vendor	Incluído	Suporte parcial	Não incluído
Dataverse / Power Platform integration	Incluído	Suporte parcial	Suporte parcial

Perguntas frequentes sobre Expense Management for Business Central

Is this an instant AppSource download?

No. This is a build-to-order extension. ECOSIRE builds the AL solution to your expense policy, GL accounts, dimensions and tax setup, installs it as a per-tenant extension on your Business Central environment, and supports it. It is not a one-click AppSource install — that is deliberate, so the logic fits your business rather than a generic template.

How long does delivery take?

Typical delivery is around three to five weeks from kickoff. We start with a short discovery to capture your policy, categories, rates, approval routing and tax mapping, then build and validate on a sandbox tenant, run the AL test suite with you, and finally deploy to production. Complex card-statement formats or deep Dataverse/Power Platform integration can extend this; we confirm the timeline in writing before we start.

How do you install it without breaking our environment?

It is delivered as a per-tenant extension using table/page extensions and event subscribers rather than modifying base objects, so it stays upgrade-safe across Business Central's monthly releases. We install on your sandbox first, validate posting and reconciliation against real data, then publish to production during an agreed window.

What ongoing support and updates are included?

The build includes a support and warranty period for defect fixes after go-live. Beyond that we offer optional support retainers covering BC version-update compatibility checks, new expense categories or rate changes, additional card-statement formats and enhancements. Because you receive the full AL source, your own team can also maintain or extend it.

Can employees submit expenses from their phones?

Yes. Capture runs through the Business Central mobile app or an optional Power App front end on Dataverse. Employees photograph a receipt, OCR pre-fills the expense line, and the report routes through approval. Mileage and per-diem can be entered on the same mobile flow.

Does it handle VAT and multi-currency correctly?

Yes. Each expense line carries a full VAT/tax breakdown using your BC VAT posting setup, including reverse-charge and non-deductible scenarios, and posts with the right tax codes. Foreign-currency receipts use Business Central's exchange-rate setup so postings land in your local currency with the original amount preserved.