ExpenseAgent

First-party app · folder src/Apps/W1/ExpenseAgent/app · namespace Microsoft.ExpenseAgent · BC29-30 · system copilot · facts from the code pillar and the joins, nothing machine-written

What Learn documents it

The topic hubs whose Learn pages name this app’s pages and reports (a table counts through the pages on it), by the number of the app’s objects they document.

Set up expense management (Business functionality > Expense management (preview)): 36 objects
Work with expenses in Business Central (Business functionality > Expense management (preview)): 32 objects
Expense management (preview) (Business functionality): 9 objects
Expense Agent overview (Copilot and agent capabilities > Expense Agent (preview)): 2 objects
Finance (Business functionality): 2 objects
Understand Expense Agent (Business functionality > Expense management (preview)): 2 objects

Objects

382 objects, by type.

Tables (55)

Id	Name	Caption
6900	Expense
6901	Expense Report Comment Line	Expense Comment Line
6902	Expense Itemization
6903	Expense Rule Violation
6904	Expense Participant	Expense Participants
6905	Expense Per Diem	Per Diem Expense
6906	Expense Report Header
6907	Expense Report Line
6908	Expense Report Line Particip.	Expense Report Line Participants
6909	Expense Report Line Per Diem
6910	Expense Report Rule Violation
6911	Expense Report Line Item	Expense Report Line Itemization
6912	Expense Ledger Entry
6913	Expense Payment Method
6914	Expense Capabilities Buffer
6915	Posted Expense Report Header
6916	Posted Expense Report Line
6917	Posted Exp. Rep. Line Particip	Posted Expense Report Line Participants
6918	Expense VAT Specification
6919	Posted Exp. Rep. Line Item	Posted Expense Report Line Itemization
6920	Posted Exp. Rep. Line Per Diem	Posted Expense Report Line Per Diem
6921	Expense Category
6922	Expense Report Line VAT Spec.	Expense Report Line VAT Specification
6923	Expense User
6924	Expense Group
6925	Expense Location
6926	Expense Rule Condition
6927	Expense Rule Header
6928	Expense Posting Group
6929	Expense Subcategory
6930	Expense Agent Setup
6931	Expense Team
6932	Expense Approval Setup
6933	Expense Agent Status
6934	Posted Exp. Rep. Line VAT Spec	Posted Expense Report Line VAT Specification
6935	EA Scheduler Task
6936	EA Email
6937	Expense Vendor
6938	Traveler
6939	Mileage Rate Setup
6942	EA Email Attachment
6943	Expense Agent Access Control
6950	EA KPI	Expense Agent
6951	EA KPI Entry	Expense Agent KPI Entry
6968	Expense Agent Consumption
6969	Expense Agent Env. Consumption	Expense Agent Environment Consumption
6984	EA Outbox Email
6986	Tenant Feedback Setting
7088	Expense Project Buf	Expense Project Buffer
7092	Expense Policy
7096	Expense Policy Evaluation
7100	Expense Activity Log Entry
7105	Posted Exp. Policy Evaluation	Posted Expense Policy Evaluation
7106	Exp. Policy To Eval Buffer	Expense Policy To Evaluate Buffer
7108	Expense Vehicle Type	Vehicle Type

Table extensions (13)

Id	Name	Caption
6900	Exp. Employee Posting Group
6901	Exp - Sales Line - Ext
6902	Exp. Document Attachment Ext
6903	User Setup Ext
6904	Exp - Sales Shpt Line - Ext
6905	Exp - Sales Inv Line - Ext
6906	Exp. Project Ledg. Entry Ext
6907	Exp. Job Jnl. Line Ext
6908	Expense Spend Request
6975	Source Code Setup
6976	Gen. Journal Line
7109	Exp. Spend Req. Detail
7110	Expense Employee

Pages (150)

Id	Name	Caption
6900	Expense Management Rules
6901	Expense Rule Card
6902	Expense Rule Conditions
6903	Expense Ledger Entries
6904	Expense Statistics
6905	Expense Report Line Item API
6906	Posted Exp. Rep. Line Item API
6907	Expense Payment Method API
6908	Exp. Rep. Line Attachments API
6909	Exp. Report Line Particip. API
6910	Expense Report
6911	Expense Report Lines
6912	Expense Report Line Particips	Expense Report Line Participants
6913	Posted Exp. Report Lines API
6914	Expense Categories API
6915	Exp. Report Line Per Diem API
6916	Posted Expense Billing Info.	Posted Billing Information
6917	Employees API
6918	Expense Users API
6919	Expense Groups API
6920	Expense Location Card
6921	Expense Locations API
6922	Expense Rule Conditions API
6923	Expense Rules API
6924	Expense Posting Groups API
6925	Expense Subcategories API
6926	Posted Exp. Rep. Line Att. API
6927	Expenses API
6928	Expense Reports API
6929	Expense Report Lines API
6930	Expense Payment Methods
6931	Expense Report Line Items	Expense Report Line Itemizations
6932	Expense Report Rule Violations	Violations
6933	Expense Management Role Center	Expense Management
6934	Expense Report Line Per Diems
6935	Expense Itemizations API
6936	Expense Participants API
6937	Expense Locations
6938	Expense Factbox	Expense
6939	Expense Approval Setup
6940	Posted Exp. Rep. Line Particip	Posted Expense Report Line Participants
6941	Posted Exp. Rep. Line Per Diem	Posted Expense Report Line Per Diems
6942	Expense Agent Setup API
6943	Posted Exp. Rep. Line Items
6944	Posted Exp. Report Line Items	Posted Expense Report Line Itemizations
6945	Expense Category Card	Expense Category
6946	Expense Categories
6947	Expense Approval Setups Part
6948	Import Expense User Request	Import Expense Users
6949	Expense User
6950	Expense Attachments API
6951	Expense Users
6952	Expense Groups
6953	Posted Expense Report Lines
6954	Expense Per Diem API
6955	Expense Approval Setup API
6956	Expense Picture
6957	Posted Expense Reports API
6958	Expense Location API
6959	Exp. Rules Preview	Expense management rules
6960	Add Expenses To Expense Report
6961	Expense Billing Information	Billing Information
6962	Expense Rule Violations	Violations
6963	Expense Rule Violations API
6964	Exp. Rep. Rule Violations API
6965	Exp. Rule Conditions Preview	Rule conditions
6966	Exp. Categories Preview	Expense categories
6967	Exp. Subcategories Preview	Subcategories
6968	Expense User Cons. API
6969	Approver View API
6970	Exp. Locations Preview	Expense locations
6971	Exp. Payment Methods Preview	Expense payment methods
6972	Exp. No. Series Preview	Number series
6973	Expense Subcategories
6974	Per Diem Expenses
6975	Expense Itemizations
6976	Expense Posting Groups
6977	Expense Report Comment Sheet	Comment Sheet
6978	Posted Exp. Report Statistics	Expense Report Statistics
6979	Expense Report List
6980	Manager Expense Report
6981	Manager Expense Reports
6982	Expense Report Statistics
6983	EA Outbox Email API
6984	Expense Agent Access Ctrl API
6985	Exp. Posting Groups Preview	Expense posting groups
6986	Tenant Feedback Setting API
6987	Posted Expense Reports
6988	Expense
6989	Expenses
6990	Expense Teams
6991	Expense Agent Setup Wizard	Configure Expense Agent
6992	Expense Participants
6993	Posted Expense Report SubP.	Lines
6994	Exp. Per Diem Partial Settings	Partial day settings
6995	Expense Agent Access Ctrl	Agent Access Control
6996	Expense Agent Setup	Expense Management Setup
6997	Expense Reports
6998	Posted Expense Report
6999	Expense Report SubPage	Lines
7073	Exp. No. Series Lines Preview	Number series lines
7074	EA KPI	Expense Agent
7075	EA KPI Entries	Expense Agent Entries
7076	Expense Agent Status	Expense Agent Communication Status
7077	EA Scheduler Tasks
7078	Anthropic Privacy Notice	Please review terms and conditions
7079	EA Billing Overview	Expense Agent - Billing Overview
7080	Expense VAT Spec. FactBox	VAT Specification
7081	Expense Report Line VAT Spec.	Expense Report Line VAT Specification
7082	Expense Capabilities API
7083	Posted Exp.Rep.Line VAT Spec	Posted Expense Report Line VAT Specification
7084	Expense VAT Specification
7085	Expense VAT Spec. API
7086	Expense Report Line VATFactBox	VAT Specification
7087	EA Outbox Emails
7088	Expense Vendor Card
7089	Expense Vendors
7090	Accountant Expenses
7091	Accountant Expense Reports
7092	Expense Projects API
7093	Posted Expense Report VAT Spec	VAT Specification
7094	Posted Expense Report FactBox	Posted Expense Report
7095	Expense Report Stats	Expense Report Statistics
7096	Expense Report VAT Spec.	VAT Specification
7097	Posted Expense Report Stats	Posted Expense Report Statistics
7098	Expense Report FactBox	Expense Report
7099	Spend Requests API
7101	Travelers
7102	Spend Request Details API
7103	Travelers API
7104	Expense Policies API
7105	Posted Policy Evaluations API
7106	Posted Policy Evaluation Card	Policy Evaluation Details
7107	Expense Vehicle Type API
7108	Exp. Policies To Eval API
7109	Posted Exp. Policy Evaluations	Evaluated Policies
7122	Expense Activity Log API
7123	Expense Activity Log FactBox	History
7124	Expense Policy Evaluations	Evaluated Policies
7125	Expense Policy Evaluation Card	Policy Evaluation Details
7126	Expense Policy Evaluations API
7127	Expense Policies
7128	Mileage Rate Setup
7129	Travel Request Card	Travel Request
7130	Expense Vehicle Types	Vehicle Types
7131	Mileage Rate Setup API
7134	Travel Requests API
7135	Travel Request Details API
7136	Travel Request List	Travel Requests
7137	Travel Request Subform	Lines

Page extensions (7)

Id	Name	Caption
6900	Exp. Project Ledg. Entries
6901	Exp. Employee Posting Groups
6902	Expense Spend Request Card
6903	Expense Spend Request List
6976	Source Code Setup
6977	Exp. Approval User Setup
6995	EA Agent Card

Reports (3)

Id	Name	Caption
6950	Expense Report Details
6951	Expense Report Cover Page
6952	Expense Report Summary Page

Codeunits (68)

Id	Name	Caption
6900	Expense Doc No Visibility
6901	Expense Report Approval Mgmt
6902	Expense Rule Validation
6903	Expense Currency
6904	Expense OAuth Client
6905	Import Expense User
6906	Expense Capabilities Provider
6907	Expense Doc. Att. Subscribers
6908	Expense Event Subscriber
6909	Expense Approval Helper
6910	Expense Report
6911	Expense Per Diem Calculation
6912	Expense Auto Population
6922	Expense Agent Entra App Mgt.
6926	Expense Activity Log Mgt.
6930	Expense Agent MCP Config.
6931	Expense Vendor Matching
6935	EA Agent Scheduler
6936	EA Agent Error Handler
6937	EA Agent Recovery
6938	EA Agent Dispatcher
6939	EA Email Setup
6940	EA Retrieve Emails
6941	EA Http Client
6942	EA Mailbox Access
6950	Expense Agent Privacy Subs.
6951	Exp. Privacy Notice Reg.
6952	Exp. Attach. Buffer Handler
6954	EA KPI Track
6967	Upgrade Exp. Agent Consumption
6968	Expense Audit Subscribers
6969	Expense Consumption Handler
6970	Create Expense Agent Setup
6971	Create Expense GL Account
6972	Create Expense No. Series
6973	Create Expense Categories
6974	Cancel Posted Expense Report
6975	Create Expense VAT Rates
6978	Upgrade Expense Agent Setup
6979	Expense Total Caption Class
6980	Release Expense Document
6981	Expense Manual Reopen
6982	Expense Manual Release
6983	Create Expense Report
6984	Release Exp. Report Document
6985	Expense Report Manual Release
6986	Expense Report Manual Reopen
6987	Expense Report-Post
6988	Expense API Currency Helper
6989	Expense Attachment Mgt.
6990	EA Agent Card Notif. Handler
6991	EA Agent Task Execution
6992	Install Expense Agent Setup
6993	Expense Agent API Validation
6994	Expense Preview Post Instance
6995	Exp. Preview Post. Subscriber
6996	Exp. Preview Posting Handler
6997	Expense Preview Post Mgt.
6998	EA Metadata Provider
7090	Expense Projects Builder
7092	Expense Report Batch Post Mgt.
7104	EA Agent Archiving
7105	Upgrade Exp. Report VAT Spec
7107	Exp. Policies To Eval Builder
7124	Create Expense Locations
7126	Create Expense Rule Conditions
7128	Create Expense Rule Headers
7133	Travel Request Approval

Queries (6)

Id	Name	Caption
7079	Expense Projects List
7080	Expense User Assigned Plan Ln	Expense User Assigned Planning Lines
7081	Expense User Assigned Projects
7082	Expense Per Diem Locations
7089	Expense Project Tasks Qry	Expense Project Tasks Query
7111	Travel Request Employees

Enums (37)

Id	Name	Caption
6900	Expense Communication Channel
6901	Credit Card Feed Status
6902	Credit Card Issuer
6903	Expense Email Access Option	Enable Agent to use my Email
6904	Expense Exchange Rate
6905	Expense Detail Needed
6906	Expense Report Frequency
6907	Expense Status	Status
6908	Expense Justification	Justification Mandatory
6909	Expense OCR Status	OCR Status
6910	Expense Report Status
6911	Expense Rule Condition Type	Condition Type
6912	Expense Reimbursement Type
6913	Exp. Full Per Diem Calculation	Full Per-Diem Calculation
6914	Expense Attachment Enforcement	Attachment Enforcement
6915	Expense Partial Day Rules	Partial Day Rules
6916	Expense Reports Grouping
6917	Day of Week
6918	Expense Approval Action
6919	Expense Vendor Status
6920	Exp. Report Comment Doc. Type	Expense Report Comment Document Type
6921	Expense VAT Spec Source
6922	Expense Activity Event Type
6923	Expense Activity Initiator
6924	Expense Activity Actor Role
6968	Expense Agent Cons. Source
6978	Expense Line Type
6982	Expense Age Handling
6983	Expense Project Visibility
6984	Expense Capability
6985	EA Notification Type
6986	Expense Participant Type	Participant Type
6987	Expense Report Rounding Type
6988	Expense Reclaim Status
6989	Expense Policy Status
6990	Expense Policy Subject
7108	Exp. Spend Req. Line Type

Enum extensions (5)

Id	Name	Caption
6901	Exp. Attachment Document Type
6915	Report Selection Usage Ext
6968	Expense Copilot Capability
6998	EA Agent Metadata
7107	Exp. Spend Request Doc. Type

Permission sets (8)

Id	Name	Caption
6904	Expense Management - Objects
6905	Expense Mgmt. Admin	Expense Management - Admin
6906	Expense Mgmt. Edit	Expense Management - Edit
6907	Expense Mgmt. Read	Expense Management - Read
6950	Expense Agent
6952	Expense Agent - Objects
6953	Expense Agent - Data
6955	Expense Agent - Data Depen.	Expense Agent - Data Dependencies

Permission set extensions (4)

Id	Name	Caption
6900	D365 BASIC Expense Management
6901	D365 BUS FULL ACCESS Expense Management
6902	D365 READ Expense Management
6903	D365 TEAM MEMBER Expense Management

Entitlements (25)

Id	Name	Caption
	EA - Azure AD Application API
	EA - D365 Business Central Infrastructure
	EA - Delegated Admin agent - Partner
	EA - Delegated BC Admin agent - Partner
	EA - Delegated Helpdesk agent - Partner
	EA - Dynamics 365 - Accountant Hub
	EA - Dynamics 365 Admin - Partner
	EA - Dynamics 365 Administrator
	EA - Dynamics 365 BC Premium Partner Sandbox
	EA - Dynamics 365 Business Central Basic Financials
	EA - Dynamics 365 Business Central Device
	EA - Dynamics 365 Business Central Device - Embedded
	EA - Dynamics 365 Business Central Essential - Attach
	EA - Dynamics 365 Business Central Essential - Embedded
	EA - Dynamics 365 Business Central Essentials
	EA - Dynamics 365 Business Central External Accountant
	EA - Dynamics 365 Business Central for IWs
	EA - Dynamics 365 Business Central Premium
	EA - Dynamics 365 Business Central Premium - Embedded
	EA - Dynamics 365 Business Central Team Member
	EA - Dynamics 365 Business Central Team Member - Embedded
	EA - Expense Agent Application
	EA - Internal Administrator
	EA - Internal BC Administrator
	EA - Microsoft 365 Teams

Profiles (1)

Id	Name	Caption
	EXPENSE MANAGER	Expense Manager

Videos and posts

Videos and posts that name this app’s objects by exact type and name.

Microsoft presents: Behind the scenes of how we build the new Expense Agent (video, 2026-10-01): names Page 6910 “Expense Report”
What’s new in Expense Agent: Project Handling (2026 release wave 2) (video, 2026-10-01): names Page 6996 “Expense Agent Setup”
Expense Agent: Mileage Allowances (2026 release wave 1) (video, 2026-08-07): names Page 6996 “Expense Agent Setup”
Introducing: Expense Agent in Business Central (2026 release wave 1) (video, 2026-04-27): names Page 6997 “Expense Reports”
Introducing: Expense Management (2026 release wave 1) (video, 2026-04-27): names Page 6996 “Expense Agent Setup”
Introducing: Approvals for the Expense Agent (2026 release wave 1) (video, 2026-04-27): names Page 6951 “Expense Users”

Source: src/Apps/W1/ExpenseAgent/app; objects from data/code/, hubs from data/index/docs-objects.json through the object pages.