--- id: video/o94V_lF8oNM type: video title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" summary: Expense Agent in the 2026 release wave 2 adds AI evaluation of free text travel and expense policies, submitter presubmission checks, and a flagged compliance status for approvers. The video demos these; AI evaluation uses copilot credits, and pricing should be checked in the documentation. tier: official language: en tags: - expense agent - travel and expense policies - ai policy evaluation - copilot credits - approval workflow - compliance checking - receipt itemization - expense reports system: copilot review: state: reviewed by: opus at: "2026-10-07T22:44:51.120Z" flags: [] generated: at: "2026-10-09T00:29:02.995Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 5ff19cd75774064295450385b5c3c8c546acfad8943b063de12fb2a0b8ff31f8 evidence: - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=35s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 35 quote: evaluate compliance with AI, first of all, it's a new feature that can use copilot credits. So um make sure you check our documentation - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=49s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 49 quote: companies have policies that apply to expenses and some of the policies are not as easy to check. Um they cannot be automated in - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=90s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 90 quote: you can also see that there's multiple um possible expense policies for the same category. And the idea is every policy should be a - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=189s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 189 quote: already marked as compliant but i also have some that have been marked as flagged this is a new status - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=361s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 361 quote: So that's also some new feature that is going to come soon. We plan to have more um itemization for receipts so that all - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=426s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 426 quote: as a submitter, I can still submit an expense report even if policies are still pending. - kind: video url: https://www.youtube.com/watch?v=o94V_lF8oNM&t=502s title: "What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2)" date: "2026-10-01T00:00:00Z" commit: null t: 502 quote: we have upcoming that it's going to be mandatory for the for the approver to actually specify a reason when they override a policy. links: learn: [] objects: [] features: - feature/573255 topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: o94V_lF8oNM channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=o94V_lF8oNM published_at: "2026-10-01T00:00:00Z" duration_s: 560 captions: full audience: - functional consultant - administrator - decision maker - end user chapters: - t: 0 title: Introduction and demo setup - t: 22 title: Policy compliance settings and AI evaluation options - t: 75 title: Expense policy categories and presubmission evaluation - t: 151 title: Expense agent dashboard and compliance status - t: 206 title: Policy validation examples - hotel and flight expenses - t: 288 title: Submitter-initiated policy checking and receipt itemization - t: 361 title: Policy scope and submission workflow - t: 426 title: Approver workflow and policy override requirements - t: 522 title: Policy check optimization and conclusion features: - name: Evaluate compliance with AI status: preview t: 35 verified: false status_source: roadmap roadmap_ids: - "573255" - name: Presubmission evaluation status: unclear t: 134 verified: false status_source: video - name: Policy compliance flagging status: preview t: 189 verified: false status_source: roadmap roadmap_ids: - "573255" - name: Policy validation with free text rules status: preview t: 49 verified: false status_source: roadmap roadmap_ids: - "573255" - name: Policy check with AI button status: unclear t: 300 verified: false status_source: video - name: Enhanced receipt itemization status: unclear t: 349 verified: false status_source: video - name: Policy version tracking status: unclear t: 375 verified: false status_source: video - name: Policy override with audit trail status: unclear t: 487 verified: false status_source: video - name: Intelligent policy check optimization status: unclear t: 522 verified: false status_source: video objects_mentioned: [] quotes: - t: 35 text: evaluate compliance with AI, first of all, it's a new feature that can use copilot credits. So um make sure you check our documentation check: exact - t: 49 text: companies have policies that apply to expenses and some of the policies are not as easy to check. Um they cannot be automated in check: exact - t: 90 text: you can also see that there's multiple um possible expense policies for the same category. And the idea is every policy should be a check: exact - t: 189 text: already marked as compliant but i also have some that have been marked as flagged this is a new status check: fuzzy - t: 361 text: So that's also some new feature that is going to come soon. We plan to have more um itemization for receipts so that all check: exact - t: 426 text: as a submitter, I can still submit an expense report even if policies are still pending. check: exact - t: 502 text: we have upcoming that it's going to be mandatory for the for the approver to actually specify a reason when they override a policy. check: exact --- # What's new in Expense Agent: Travel and Expense Policy Automation (2026 release wave 2) > Expense Agent in the 2026 release wave 2 adds AI evaluation of free text travel and expense policies, submitter presubmission checks, and a flagged compliance status for approvers. The video demos these; AI evaluation uses copilot credits, and pricing should be checked in the documentation. [Watch on YouTube](https://www.youtube.com/watch?v=o94V_lF8oNM) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-10-01 · 9:20 · tier official · reviewed (checked by Opus) ## Overview The video walks through how Expense Agent checks expense reports against company travel and expense policies. Policies are entered as free text by category, and an "Evaluate compliance with AI" setting uses copilot credits to analyze them. The demo covers hotel and flight examples, the dashboard and compliance status, and the new flagged status for policies that were evaluated and found potentially non-compliant. It also shows how submitters can run a policy check before submitting, how changes to an expense return policies to pending, and how the approver workflow handles flagged items. Two items are described as coming: more detailed receipt itemization, and a mandatory reason when an approver overrides a policy. ## Key points - "Evaluate compliance with AI" is a new toggle in the policy compliance settings. It can use copilot credits; the presenter says to check the documentation for updated pricing. - Policies are free text and organized by category. When a category has several policies, enter each one as a separate line so the agent can analyze them one by one. - Presubmission evaluation lets submitters click "check policies with AI" on their own report before submitting. It takes about a minute, and it can be turned off if you are concerned about AI credit usage. - Expense reports get a new "flagged" status when a policy was evaluated and potential non-compliance was found, or when the receipt lacks the information to evaluate it. The approver then decides. - Policies are evaluated against a specific version of the receipt. If an expense is modified, its status goes back to policies pending and a new evaluation is needed. Submitters can still submit while policies are pending, and the system re-evaluated after submission in the demo. - Policies are guidance for approvers, who can still override them and approve. - No policy check runs if no policies are configured or if the expense record has not changed since the last evaluation. ## Chapters - [0:00](https://www.youtube.com/watch?v=o94V_lF8oNM&t=0s) Introduction and demo setup - [0:22](https://www.youtube.com/watch?v=o94V_lF8oNM&t=22s) Policy compliance settings and AI evaluation options - [1:15](https://www.youtube.com/watch?v=o94V_lF8oNM&t=75s) Expense policy categories and presubmission evaluation - [2:31](https://www.youtube.com/watch?v=o94V_lF8oNM&t=151s) Expense agent dashboard and compliance status - [3:26](https://www.youtube.com/watch?v=o94V_lF8oNM&t=206s) Policy validation examples - hotel and flight expenses - [4:48](https://www.youtube.com/watch?v=o94V_lF8oNM&t=288s) Submitter-initiated policy checking and receipt itemization - [6:01](https://www.youtube.com/watch?v=o94V_lF8oNM&t=361s) Policy scope and submission workflow - [7:06](https://www.youtube.com/watch?v=o94V_lF8oNM&t=426s) Approver workflow and policy override requirements - [8:42](https://www.youtube.com/watch?v=o94V_lF8oNM&t=522s) Policy check optimization and conclusion ## Features | Feature | Status | At | |---|---|---| | Evaluate compliance with AI | preview (roadmap [AI-Driven Approvals](../features/573255.md)), demoed | [0:35](https://www.youtube.com/watch?v=o94V_lF8oNM&t=35s) | | Presubmission evaluation | status not stated, demoed | [2:14](https://www.youtube.com/watch?v=o94V_lF8oNM&t=134s) | | Policy compliance flagging | preview (roadmap [AI-Driven Approvals](../features/573255.md)), demoed | [3:09](https://www.youtube.com/watch?v=o94V_lF8oNM&t=189s) | | Policy validation with free text rules | preview (roadmap [AI-Driven Approvals](../features/573255.md)), demoed | [0:49](https://www.youtube.com/watch?v=o94V_lF8oNM&t=49s) | | Policy check with AI button | status not stated, demoed | [5:00](https://www.youtube.com/watch?v=o94V_lF8oNM&t=300s) | | Enhanced receipt itemization | status not stated | [5:49](https://www.youtube.com/watch?v=o94V_lF8oNM&t=349s) | | Policy version tracking | status not stated, demoed | [6:15](https://www.youtube.com/watch?v=o94V_lF8oNM&t=375s) | | Policy override with audit trail | status not stated | [8:07](https://www.youtube.com/watch?v=o94V_lF8oNM&t=487s) | | Intelligent policy check optimization | status not stated, demoed | [8:42](https://www.youtube.com/watch?v=o94V_lF8oNM&t=522s) | 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. ## Quotes - [0:35](https://www.youtube.com/watch?v=o94V_lF8oNM&t=35s) "evaluate compliance with AI, first of all, it's a new feature that can use copilot credits. So um make sure you check our documentation" - [0:49](https://www.youtube.com/watch?v=o94V_lF8oNM&t=49s) "companies have policies that apply to expenses and some of the policies are not as easy to check. Um they cannot be automated in" - [1:30](https://www.youtube.com/watch?v=o94V_lF8oNM&t=90s) "you can also see that there's multiple um possible expense policies for the same category. And the idea is every policy should be a" - [3:09](https://www.youtube.com/watch?v=o94V_lF8oNM&t=189s) "already marked as compliant but i also have some that have been marked as flagged this is a new status" - [6:01](https://www.youtube.com/watch?v=o94V_lF8oNM&t=361s) "So that's also some new feature that is going to come soon. We plan to have more um itemization for receipts so that all" - [7:06](https://www.youtube.com/watch?v=o94V_lF8oNM&t=426s) "as a submitter, I can still submit an expense report even if policies are still pending." - [8:22](https://www.youtube.com/watch?v=o94V_lF8oNM&t=502s) "we have upcoming that it's going to be mandatory for the for the approver to actually specify a reason when they override a policy." ## Disclaimers in the video - [0:35](https://www.youtube.com/watch?v=o94V_lF8oNM&t=35s) subject-to-change: pricing regarding copilot credits for this feature - check documentation for updates - [6:01](https://www.youtube.com/watch?v=o94V_lF8oNM&t=361s) coming-later: Enhanced receipt itemization is a new feature that is going to come soon - [8:22](https://www.youtube.com/watch?v=o94V_lF8oNM&t=502s) coming-later: Mandatory policy override reason specification is upcoming and will be required for approvers Presenters (as heard): Unknown presenter.