Report

Review only the expense lines worth a second look

For finance teams who want Dynamics GP expense reports screened for duplicates, odd dates and unbilled costs, by asking their AI assistant.

Audit Dynamics GP employee expenses

Audit Dynamics GP expense reports from September for anything that needs a second look.

I screened 214 expense lines from September, and 11 are worth a question. - Possible duplicate: Jordan Lee, two 86.40 meal claims two days apart - Weekend: 3 lines dated on a Saturday or Sunday - Round amounts: 4 claims of 50 or more - Unbilled: 1,240 of billable expenses unbilled after 30 days Want the questions to ask for each line?

Microsoft Dynamics GP

Sample figures. Your results come from your own account.

microsoft-dynamics-gp-get-pa-employee-expense

microsoft-dynamics-gp-get-pa-employee-expense-line

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

The problem

Expense claims are too many to check line by line

Reviewing project expense claims in Dynamics GP one line at a time is slow, so duplicates, weekend claims and round amounts slip through. Billable expenses that were never billed are just as easy to miss.

Without PopdockAI

Open each expense report and read every line
Compare claims across reports to spot duplicates
Work out each employee's normal spend by hand
Miss billable lines that were never billed

With PopdockAI

Expense reports and lines are read for the range you give
Duplicates within three days are found, even across reports
Weekend, out of range, round and outlier claims are flagged
Flags are worded as questions and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** Screen employee expense reports dated `{from-date}` (default 90 days ago) to `{to-date}` (default today) for employee `{employee-id}` (default all) and list the claims worth a second look.

Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.

**Step 1: Reports**

Call `dynamics-gp-get-pa-employee-expense` with the date range and `employee-id` when given: `document-amount`, `reimbursable-amount`, `status`, `start-date`, `end-date`.

**Step 2: Lines**

Call `dynamics-gp-get-pa-employee-expense-line` with `date.from`, `date.to` and `employee-id` when given: `expense-type`, `total-costs`, `project-number`, `billing-status`, `payment-method`.

**Step 3: Screens**

* Possible duplicates: same employee, same amount, same expense type, within 3 days (including across different reports).
* Lines dated on a weekend or outside their report's start and end dates.
* Round amounts of 50 or more.
* Lines more than three times the employee's own average for that expense type.
* Lines on projects that are billable but still unbilled more than 30 days after the date.

**Step 4: Report**

Totals by employee and expense type, then one table per screen (employee, report number, date, type, project, amount, reason flagged).

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).
* Every flag is a question, not an accusation. Say so at the top.

**Validation:**

* If there are no expense reports in the period, say so and stop.

Who it's for

One answer, three teams that use it

Finance controllers

Focus reviews on the lines that matter

A short list of flagged claims replaces a full read of every report, so the monthly review takes less time and catches more.

Screen last month's Dynamics GP expense reports for duplicates and weekend claims.

Project accountants

Recover billable costs before they are lost

Billable expense lines still unbilled after 30 days are listed, so you can bill them before the project closes.

Which billable Dynamics GP expense lines from Q2 are still unbilled after 30 days?

Internal auditors

Get a fair starting sample for an audit

Outliers against each employee's own average and round amounts give you questions to ask, not accusations to make.

Audit expense claims for employee 00451 in Dynamics GP this year and flag anything unusual.

How it works

What PopdockAI does when you ask

You give a date range and optionally an employee, and your AI assistant screens the Dynamics GP expense lines. It reports what to ask about and never changes a record.

Ask

You give a date range, and optionally an employee.

Your AI tool

Read

It reads the expense reports and their lines.

microsoft-dynamics-gp-get-pa-employee-expense

microsoft-dynamics-gp-get-pa-employee-expense-line

Screen

It checks for duplicates, weekend or out-of-range dates, round amounts and outliers.

No items found.

Report

You get flags worded as questions, plus billable lines still unbilled.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-gp-get-pa-employee-expense

Returns employee expense documents from Dynamics GP Project Accounting, with the employee, dates, status, total costs and reimbursable amounts. Filter by batch number, employee expense document number, employee ID, transaction type, employee last name, status, document date and total costs, and pick the company and the maximum number of records.

get-data

microsoft-dynamics-gp-get-pa-employee-expense-line

Returns employee expense lines from Dynamics GP Project Accounting, including the employee, project, cost category, quantities, costs and billing status. Filter by expense type, employee expense document number, employee ID, project name, cost category ID, date, billing status and project number, and pick the company and the maximum number of records.

Read only.Nothing in Microsoft Dynamics GP Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

The outcome

Review only the claims worth a second look

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One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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