P Card Integration for D365 F&O Expense Management 

If you manage corporate or employee expense cards alongside Microsoft Dynamics 365 Finance & Operations, you know the pain: card transactions live in third-party portals, employees re-key details line by line, and approvals don’t mirror your D365 workflow. Our P Card integration reshapes how you handle card expenses.   

Today, P Card integration relies on transactions being coded and approved in a third-party system, and the Treasury Automation Suite (TAS) brings in the files to record expenses using a general journal. Multiple employees’ expenses are combined, and while you can add an approval, it doesn’t replicate a true expense-report hierarchy. Users still jump into a separate portal with a frustrating UI to enter expense categories, Project IDs, dimensions, and images from scratch. The result? Duplicative coding, limited visibility, and slow reconciliation. 

Our P Card Integration into the Expense Management module brings those transactions directly into standard D365 as expenses, where they can be added to an expense report eliminating the need for users to access a separate portal. Employees code expenses and attach images inside D365, and you leverage the same approvals and workflows you already use. No parallel process, no extra tool to maintain. 

What sets this solution apart is its provider-agnostic design. If you switch card providers, minimal reconfiguration is required instead of starting over. This approach protects your technology investments while providing the flexibility modern businesses demand. 

The user experience remains intuitive, utilizing standard D365 expense reports that employees already understand. Delegation functionality ensures that designated individuals can manage expense reports for others when needed, maintaining business continuity during absences. 

This solution specifically addresses the needs of accounts payable teams, controllers, travel and expense coordinators, and D365 implementation partners. If your organization struggles with manual expense coding, fragmented approval processes, or poor visibility into corporate card spending, this integration represents the solution you’ve been waiting for. 

The integration introduces powerful administrative capabilities that will transform expense management efficiency. Administrators will be able to perform mass coding operations, eliminating the need for dozens of employees to individually update each transaction line. Imagine being able to bulk-assign expenses to specific projects or categories with just a few clicks. 

The solution also addresses one of finance teams’ biggest pain points: card reconciliation. When your credit card statement shows $100,000 in charges, but your ERP only reflects $75,000 in coded expenses, our module provides the tools to identify and reconcile these discrepancies seamlessly.  This capability applies whether you record expenses through general journals or expense reports. 

Enhanced visibility becomes standard, with comprehensive inquiry capabilities allowing accounts payable teams to view all outstanding expenses across all employees within one consolidated view. 

This smarter P Card integration with the Expense management is now available in our 12.4 release. The solution is designed to eliminate manual data entry, streamline approval processes, and provide improved visibility into corporate card expenses – all within the familiar D365 environment. 

Interested in learning more? Email sales@sksoft.com to join our priority notification list. We’re planning exclusive webinars for early adopters and will ensure you’re among the first to experience this game-changing solution.