Expense Agent: Web App Experience (2026 release wave 1)
Expense agent web app in Business Central (2026 release wave 1): employees use app.expenses.dynamics.com with only an Enter ID and no Business Central license. The demo shows receipt capture, automatic data extraction, categorization, itemization and compliance checking based on administrator settings.
- Introduction and licensing model
- Web app as UI for expense agent
- Accessing and using the web experience
- Receipt processing and expense categorization
- Hotel receipt itemization and editing
- Compliance checking and multi-format support
- Conclusion and submission
Overview
The video presents a web portal built for employees to manage expenses with the expense agent. It is reached at app.expenses.dynamics.com. Employees log in with their Enter ID and do not need a Business Central license or accounting knowledge. An administrator must first set it up in Business Central.
The demo captures receipts and submits them to the agent, which works on the employee’s behalf. The agent extracts merchant, amount and date, picks a category from the receipt context (a taxi receipt becomes ground transport), and itemizes a detailed hotel receipt according to administration settings. It also marks expenses as compliant or non-compliant using the policy rules set in Business Central. Categories and items can be edited by hand. PDFs and images are handled, and mileage and per diem are mentioned as supported types.
Key points
- The web app is at app.expenses.dynamics.com and is meant for employees who do not know accounting.
- Employees need only an Enter ID to log in; no Business Central license is required.
- An administrator must complete setup in Business Central before the web app can be used.
- The agent extracts merchant, amount and date from receipts, including PDFs and images.
- The agent suggests a category from receipt context (for example taxi as ground transport); the category can be edited manually.
- Hotel receipts are itemized automatically based on administration settings in Business Central; items can be edited.
- Compliance or non-compliance is decided from the rules and policies the administrator configured in Business Central.
Features
| Feature | Status | At |
|---|---|---|
| Web app experience for expense agent | status not stated, demoed | 0:40 |
| No-license access model | status not stated, demoed | 0:13 |
| Receipt capture and submission | status not stated, demoed | 1:22 |
| Automatic receipt data extraction | status not stated, demoed | 2:05 |
| Automatic expense categorization | status not stated, demoed | 2:05 |
| Automatic itemization of receipts | status not stated, demoed | 2:47 |
| Expense compliance checking | status not stated, demoed | 3:29 |
| Multi-category expense support | status not stated | 4:11 |
Quotes
- 0:13 “only what you need to have is your enter ID and you can log in into web app without any problem”
- 0:26 “expense agent will work on behalf of you”
- 0:40 “To access this web experience, you have to go to app.expenses.dynamics.com”
- 1:10 “these employees do not need to be aware about the accounting knowledge and hence therefore this expense management dedicated portal is easy to use”
- 2:20 “the agent has went a step ahead and it has done the appropriate categorization of the receipt based on the context”
- 3:40 “agent automatically determines if the expenses are actually compliant or non-compliant based on the rules and policy settings inside the Business Central”
- 4:11 “the expense agent in this case actually handles all the receipts, be it PDF images and it also supports multiple different types and categories”
Presenters (as heard): Alexander, Monica.