Late or incomplete timesheets and expense claims hold up billing and make project reporting less reliable. The Time and Expense Agent in Microsoft Dynamics 365 Project Operations is designed to make submitting time and expenses easier and reduce the chasing that project and finance teams do every week.
What the agent does
The agent helps people record time and expenses by suggesting entries based on their work and reminding them when submissions are missing. It can capture details from receipts and check entries against your rules before they're submitted, so fewer claims come back for correction.
- Suggests time entries based on assigned work
- Reminds people about missing timesheets
- Captures expense details from receipts
- Checks entries against policy before submission
Where people stay in control
People confirm their own time and expenses, and managers keep their usual approval steps. The agent helps with accuracy and timing, not decisions about what's billable or approved.
Who benefits most
Professional services firms and project-based businesses that bill on time and materials gain the most. Quicker, more accurate submissions mean faster invoicing and more reliable project margins.
Getting ready
Clear expense policies, well-structured projects and agreed approval routes give the agent a solid base. Communicate the change to staff so they know what to expect.
Microsoft releases agents in stages, and some capabilities start in preview before general availability. Features, regions, licensing and any consumption charges can change, so it's worth checking what's available in your own environment before planning a rollout. We can help you work out what applies to you.
Speak to our Dynamics 365 team.