--- id: video/q-udoJPGUKE type: video title: "Introducing: Web App for Expense Agent (2026 release wave 1)" summary: "Web App for Expense Agent (2026 release wave 1): a dedicated web app where employees who are not Business Central users upload receipts, review AI-extracted expenses and submit expense reports. Approvers use the same app. The video demos extraction, currency conversion and manual grouping." tier: official language: en tags: - expense agent - web app - ai extraction - receipt processing - expense approval - currency conversion - ocr - handwritten receipts - non-business-central-users system: copilot review: state: reviewed by: opus at: "2026-10-07T22:47:57.439Z" flags: [] generated: at: "2026-10-07T22:47:57.473Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 7d1db79f3a1f24ad2d7def55a5abae46eaa310dbc171eb406f3807864573e1e5 evidence: - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=32s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 32 quote: now we have a web app exclusively for expense agents - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=44s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 44 quote: You are not Business Central user but still need to submit expenses. This is very often a scenario - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=195s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 195 quote: this user was registered as an employee in Business Central and furthermore this has been allowed to use the as an expense user - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=238s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 238 quote: if it passes all the initial kind of test for actual getting into business central we will also create - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=373s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 373 quote: It's a handwritten taxi receipt. Um which you know maybe traditional OCR technology would have a problem with but since this is all AI - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=441s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 441 quote: all the numbers we are showing is in the uk currency even though most of these receipts are foreign - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=549s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 549 quote: expense agent is uh big investment from Microsoft side in this release - kind: video url: https://www.youtube.com/watch?v=q-udoJPGUKE&t=562s title: "Introducing: Web App for Expense Agent (2026 release wave 1)" date: "2026-04-27T14:39:26.000Z" commit: null t: 562 quote: we have introduction expense agent this session web app to expense agent and D65 chat with expense agent approvals to expense agent and expense links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: q-udoJPGUKE channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=q-udoJPGUKE published_at: "2026-04-27T14:39:26.000Z" duration_s: 613 captions: full audience: - functional consultant - administrator - decision maker - end user chapters: - t: 0 title: Introduction to Web App for Expense Agent - t: 32 title: Why a Web App for Expenses - t: 70 title: Expense Workflow and Native Environment - t: 103 title: "Roles: Employees, Finance, and Approvers" - t: 126 title: Expense Submission Process Flow - t: 181 title: "Demo: Signing In and Uploading Receipts" - t: 252 title: "Demo: AI Extraction and Expense Categorization" - t: 345 title: "Demo: Managing Multiple Expenses and Currency Conversion" - t: 472 title: "Demo: Manual Grouping and Submission for Approval" - t: 527 title: Future Roadmap and Related Sessions features: - name: Web App for Expense Agent status: unclear t: 6 verified: false status_source: video - name: AI Receipt Extraction status: unclear t: 222 verified: false status_source: video - name: Automatic Expense Report Creation status: unclear t: 238 verified: false status_source: video - name: Manual Expense Correction status: unclear t: 302 verified: false status_source: video - name: Automatic Currency Conversion status: unclear t: 441 verified: false status_source: video - name: Exception Handling and Details Display status: unclear t: 401 verified: false status_source: video - name: Manual Expense Grouping status: unclear t: 472 verified: false status_source: video - name: Expense Submission for Approval status: unclear t: 499 verified: false status_source: video - name: Approver Portal status: unclear t: 103 verified: false status_source: video objects_mentioned: [] quotes: - t: 32 text: now we have a web app exclusively for expense agents check: exact - t: 44 text: You are not Business Central user but still need to submit expenses. This is very often a scenario check: exact - t: 195 text: this user was registered as an employee in Business Central and furthermore this has been allowed to use the as an expense user check: exact - t: 238 text: if it passes all the initial kind of test for actual getting into business central we will also create check: fuzzy - t: 373 text: It's a handwritten taxi receipt. Um which you know maybe traditional OCR technology would have a problem with but since this is all AI check: exact - t: 441 text: all the numbers we are showing is in the uk currency even though most of these receipts are foreign check: fuzzy - t: 549 text: expense agent is uh big investment from Microsoft side in this release check: exact - t: 562 text: we have introduction expense agent this session web app to expense agent and D65 chat with expense agent approvals to expense agent and expense check: exact --- # Introducing: Web App for Expense Agent (2026 release wave 1) > Web App for Expense Agent (2026 release wave 1): a dedicated web app where employees who are not Business Central users upload receipts, review AI-extracted expenses and submit expense reports. Approvers use the same app. The video demos extraction, currency conversion and manual grouping. [Watch on YouTube](https://www.youtube.com/watch?v=q-udoJPGUKE) · Microsoft Dynamics 365 Business Central (YouTube) · 2026-04-27 · 10:13 · tier official · reviewed (checked by Opus) ## Overview The video introduces a web app used only for the expense agent. It addresses the case where an employee is not a Business Central user but still has to submit expenses. Employees, finance and approvers all work in this app, and the video walks through the process flow for each role. The demo covers signing in, uploading receipts, AI extraction and categorization, and exception handling when details are missing. It also covers currency conversion to the user's local currency, manual correction and grouping of expenses, and submission for approval. The presenter notes that automatic grouping is still in progress and fairly simple, and the video points to related sessions on the expense agent. ## Key points - The web app is exclusive to the expense agent and lets employees who are not Business Central users create, review and submit expenses and expense reports. - To sign in, a user must be registered as an employee in Business Central and allowed to use the expense agent. The demo used a Microsoft Entra account. - AI extracts numbers, dates and itemizations from uploaded receipts (PDF or image, single files or whole folders) and categorizes them. A handwritten taxi receipt was demoed, with the presenter contrasting it with traditional OCR. - An expense that passes the initial validation tests is added automatically to a default expense report. - Receipts in foreign currencies were shown in UK currency in the demo. The presenter describes automatic currency management and conversion. - When extraction finds issues or missing details, the app shows a summary. Users can correct it, add notes such as marking a meeting as a customer meeting, and save and continue, which reruns the workflow. - Users can add or drag and drop a receipt onto a specific expense report. The presenter says automatic grouping is still in progress and somewhat simple. ## Chapters - [0:00](https://www.youtube.com/watch?v=q-udoJPGUKE&t=0s) Introduction to Web App for Expense Agent - [0:32](https://www.youtube.com/watch?v=q-udoJPGUKE&t=32s) Why a Web App for Expenses - [1:10](https://www.youtube.com/watch?v=q-udoJPGUKE&t=70s) Expense Workflow and Native Environment - [1:43](https://www.youtube.com/watch?v=q-udoJPGUKE&t=103s) Roles: Employees, Finance, and Approvers - [2:06](https://www.youtube.com/watch?v=q-udoJPGUKE&t=126s) Expense Submission Process Flow - [3:01](https://www.youtube.com/watch?v=q-udoJPGUKE&t=181s) Demo: Signing In and Uploading Receipts - [4:12](https://www.youtube.com/watch?v=q-udoJPGUKE&t=252s) Demo: AI Extraction and Expense Categorization - [5:45](https://www.youtube.com/watch?v=q-udoJPGUKE&t=345s) Demo: Managing Multiple Expenses and Currency Conversion - [7:52](https://www.youtube.com/watch?v=q-udoJPGUKE&t=472s) Demo: Manual Grouping and Submission for Approval - [8:47](https://www.youtube.com/watch?v=q-udoJPGUKE&t=527s) Future Roadmap and Related Sessions ## Features | Feature | Status | At | |---|---|---| | Web App for Expense Agent | status not stated, demoed | [0:06](https://www.youtube.com/watch?v=q-udoJPGUKE&t=6s) | | AI Receipt Extraction | status not stated, demoed | [3:42](https://www.youtube.com/watch?v=q-udoJPGUKE&t=222s) | | Automatic Expense Report Creation | status not stated, demoed | [3:58](https://www.youtube.com/watch?v=q-udoJPGUKE&t=238s) | | Manual Expense Correction | status not stated, demoed | [5:02](https://www.youtube.com/watch?v=q-udoJPGUKE&t=302s) | | Automatic Currency Conversion | status not stated, demoed | [7:21](https://www.youtube.com/watch?v=q-udoJPGUKE&t=441s) | | Exception Handling and Details Display | status not stated, demoed | [6:41](https://www.youtube.com/watch?v=q-udoJPGUKE&t=401s) | | Manual Expense Grouping | status not stated, demoed | [7:52](https://www.youtube.com/watch?v=q-udoJPGUKE&t=472s) | | Expense Submission for Approval | status not stated, demoed | [8:19](https://www.youtube.com/watch?v=q-udoJPGUKE&t=499s) | | Approver Portal | status not stated | [1:43](https://www.youtube.com/watch?v=q-udoJPGUKE&t=103s) | ## Quotes - [0:32](https://www.youtube.com/watch?v=q-udoJPGUKE&t=32s) "now we have a web app exclusively for expense agents" - [0:44](https://www.youtube.com/watch?v=q-udoJPGUKE&t=44s) "You are not Business Central user but still need to submit expenses. This is very often a scenario" - [3:15](https://www.youtube.com/watch?v=q-udoJPGUKE&t=195s) "this user was registered as an employee in Business Central and furthermore this has been allowed to use the as an expense user" - [3:58](https://www.youtube.com/watch?v=q-udoJPGUKE&t=238s) "if it passes all the initial kind of test for actual getting into business central we will also create" - [6:13](https://www.youtube.com/watch?v=q-udoJPGUKE&t=373s) "It's a handwritten taxi receipt. Um which you know maybe traditional OCR technology would have a problem with but since this is all AI" - [7:21](https://www.youtube.com/watch?v=q-udoJPGUKE&t=441s) "all the numbers we are showing is in the uk currency even though most of these receipts are foreign" - [9:09](https://www.youtube.com/watch?v=q-udoJPGUKE&t=549s) "expense agent is uh big investment from Microsoft side in this release" - [9:22](https://www.youtube.com/watch?v=q-udoJPGUKE&t=562s) "we have introduction expense agent this session web app to expense agent and D65 chat with expense agent approvals to expense agent and expense" ## Disclaimers in the video - [7:52](https://www.youtube.com/watch?v=q-udoJPGUKE&t=472s) subject-to-change: the grouping um still something in progress. It's somewhat of a simple grouping Presenters (as heard): Alexander Totovic, Michael Swink.