What's new in Expense Agent: Use Travel Request (2026 release wave 2)
Travel Request in Expense Agent (2026 release wave 2): an optional way for employees to ask for approval to spend before travel, with line items, foreign currency budgeting, and a link from posted GL entries back to the request. Demoed in the Business Central client.
- Introduction and purpose of travel requests
- Travel request workflow and process overview
- Creating a basic travel request
- Travel request details and line items
- Expense report entry and posting
- Posted expense report and audit trail
- Foreign currency budgeting for volatile markets
- Summary and key takeaways
Overview
The video walks through the Travel Request feature of Expense Agent. An employee submits a request with amount, dates, destination and purpose, and a manager approves it. The company gets an overview of expected expenses and an audit trail once expenses are posted.
The demo covers creating a basic request, adding line items by category with a currency per line, entering and posting the expense report, and checking the posted report. It ends with budgeting in a foreign currency for volatile markets. At recording time the web app and phone app versions were not ready.
Key points
- Travel Request is entirely optional; it gives employees a way to ask for permission to spend and gives the company an overview of expected expenses.
- A request holds amount, dates, destination and purpose for manager approval; it can also list several travelers.
- Line items can be split by category such as flight and hotel, with a currency set per line; euro amounts are translated into local currency.
- Posting the expense report creates GL entries that are linked back to the travel request, which helps in an audit, and employee ledger entries for the reimbursement.
- Foreign currency budgeting lets you budget in a currency such as Swiss franc and run an action to update local currency amounts, useful with volatile currency or high inflation.
- Automatic expense report creation applies only when the request is made in the expense agent web or phone app, not in the Business Central client.
- The web app and phone app versions of Travel Request were not ready when the video was recorded; the same functionality is to come there.
Features
| Feature | Status | At |
|---|---|---|
| Travel Request | status not stated, demoed | 0:06 |
| Travel Request Line Items | status not stated, demoed | 2:21 |
| Expense Ledger Entries Link | status not stated, demoed | 4:32 |
| Foreign Currency Budgeting | status not stated, demoed | 5:30 |
| Automatic Expense Report Creation from Web/Phone App | status not stated | 6:56 |
| Employee Ledger Entry for Reimbursement | status not stated, demoed | 4:04 |
| Travel Request with Multiple Travelers | status not stated | 6:44 |
Quotes
- 0:30 “it’s entirely optional. It’s just a feature you can use or not. But then it gives a way for employees to ask for permission”
- 0:41 “for the company, it gives you an overview of what expenses we can expect. And eventually when we you have an audit for instance,”
- 1:14 “The exact same thing will be available in the expense agent web app and in the expense agent phone app. It’s just not ready”
- 2:32 “we’ll have expenses in euro and you can see that these amounts are translated into our local currency.”
- 4:32 “we also have a link between the GL entries we created and the spend request or travel request.”
- 6:09 “you can say, “Okay, I want to make the budgeting in in Swiss franc.” And then there’s an action we can where we can”
- 6:56 “when you do the travel request in the expense agent, then the expense report will be created automatically. That’s important to note. It’s only”
Disclaimers in the video
- 1:14 not-in-this-release: The exact same thing will be available in the expense agent web app and in the expense agent phone app. It’s just not ready at this point when we’re recording these videos.
Presenters (as heard): Linda Townsend.