Hereby we would like to invite all partners to join our training on the new product Expense Management. This training will be on January 28 in the Mercure Amsterdam City. Because seats are limited, we would like to ask you to attend with max. 2 people per partner company. On the Continue YouTube channel, you can find a short preview of Expense Management https://youtu.be/-NMgi7jZyEQ
During the training, the Expense Management product manager Claus Lundstrom will learn how to implement Expense Management and how to train your customers. Below is an overview of the topics for this training:
Agenda – January 28
Installation, what is necessary
Objects, does Expense Management at all modify any standard objects?
Setup fields which are shown in Expense Management app and portal
Setup Expense Types and accounts and posting
Setup User, Expense Management app, and portal
Setup Approval user
Send expenses from Expense Management app and portal
Receive Expenses in NAV
Synchronize and setup of daily job queues
Setup Bank Integration, Assign Credit Cards to user, and automatically mapping of transaction of Expense Types
Setup Approval flow
Setup SMTP, and Reminder and Approval e-mails
Walkthrough how the following scenarios are solved with Expense Management:
Payment with Corporate Credit Card
Payment with Cash or Private Credit Card
Pre-Payment
The training will be in the Mercure Amsterdam City from 09:00 till 17.00. Costs are EURO 100,- per person and lunch and parking costs are included. You do need to bring your own laptop.