Set up employee expense records
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can set up records to track the per diem rates and mileage rates that are assigned to each employee. You can also track payments for expense transactions.
Click Human resources > Common > Workers > Employees.
Select the employee that you are creating a record for.
On the Expense management tab, click Map worker to vendor to open the Map worker to vendor form.
Select the account type and account number for the employee.
Enter the employee's per diem rate.
Close the form to return to the Employees list page.
On the Expense management tab, click Credit cards to open the Credit cards form.
Press CTRL+N. In the Card number field, enter the credit card number for the employee.
Select the payment method for the employee, and then enter a brief description of the payment method.
Note
After you attach a credit card number to an employee, you must update the employee's information in the Credit card transactions form.
In the Card type field, select the type of credit card.
Close the form to return to the Employees list page.
On the Expense management tab, click Mileage to open the Mileage rate form.
Press CTRL+N to create a new line, and then assign mileage rates.
Enter the current year for tracking mileage.
Enter the mileage rate and amount that is allowed for the employee.
Close the form to save your changes.