What's new in Expense Agent: Project Handling (2026 release wave 2)

Overview

The video covers new project features for the Expense Agent web app. Project ledger entries were already part of the first release. The new part is that users can assign a project and project task to an expense in the web app, and administrators control which projects each user sees.

The demo goes through the setup in Business Central: enabling project tracking in Expense Agent setup, choosing between all projects and assigned projects, creating resources for employees and linking them on the employee card, and assigning resources on the project card. It then creates an expense in the web app, posts the expense report, and shows the resulting project ledger entries with project and project task.

Key points

• Enable project tracking in Expense Agent setup to use projects in the web app; if it is not enabled, the project option does not appear in the web app at all.
• Two visibility options: all projects (all users see all projects) or assigned projects (limits visibility, useful with hundreds of projects or confidential projects).
• Assigned projects requires prerequisites: create a resource for each employee, then select the resource number on the employee card.
• The project card has a new Assigned resources section where you choose which resources see that project in the web app.
• Resources can also be assigned on project task lines so an employee sees only their assigned tasks; if task lines have no resources, the setup is inherited from the project card.
• The web app shows only active projects and only project tasks for posting; begin-total and end-total tasks are excluded.
• Posting an expense report with project and task assigned creates project ledger entries in Business Central, visible in the posting preview.

Features

A status with a roadmap link comes from the Microsoft 365 roadmap feature this part of the video covers (matched by Haiku; links Opus dropped are not used); other statuses need a status word in the video itself.

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• page 6996 “Expense Agent Setup” at 3:09
• page “project card” at 1:46
• page 5200 “Employee Card” at 2:34
• table “project ledger entries” at 0:22

Not found in BC28-30: page “project card”, table “project ledger entries”.

Quotes

• 0:22 “once when you post expense report, we will get created project ledger entries as well.”
• 0:37 “you wanted to use projects in a web app. So, we enabled this option.”
• 0:53 “when you enable project tracking, you have two options. You can choose all projects or assigned projects.”
• 1:03 “it can happen that you have hundreds of projects and it will not be easy to find the right one you want to use”
• 1:33 “If you do not enable, you will not see project option in your web app at all.”
• 1:46 “you will find assigned resources. In assigned resources, you can select resources you want to uh assign to these projects”
• 2:34 “First, you need to create a resource for your uh employees. They need to have created resource.”
• 4:12 “I’m assigned only to one project. So, I can choose this one”
• 5:16 “In a show billable information, you can find project I assign and project task. So, everything is here.”
• 5:53 “So this is now empty, but that means you you are not selected only for one because system will inherit your setup from project”