Number sequences in the Expense Management
In the Expense Management, any number sequence assignment is only enabled "through the back door" in the number sequence master table.
As in other modules, pls. provide a parameter setup form where you can assign number sequences directly in the module.
Save possibility of addresses on Mileage expense lines
Many employees use Mileage, and mostly the same destinations occur. It would be great if there was a possibility to save employee specific addresses, that can be selected from a drop down. Or as the timesheet Save favorites functionality. Or even better, if it could be a possibility to save expen...
Cannot get an approved expense report back to draft status
Cannot get an approved expense report back to draft status
***[AX BUILD] ***
Customer: Application version: Dynamics 365_July2017 (7.2.11792.56024) and Platform version: 7.0.4679.35176...
Thank you for your feedback. This feature has been delivered in the 8.0 release and there are 7.2 and 7.3 hotfixes available.
KB4462583 and KB4462581.
The fix provided is a new form which provides the ability to reset an expense report, travel requisition, or cash advance. The form is available under Expense Management > Periodic tasks > Reset expense document status.
Sincerely,
Ryan Sandness
PM, Microsoft
Add unattached receipts to the expense report form
Most of our customers want to use the Expense management Mobile App to record expenses. The unattached receipts is also one of the functionalities that they wish to use. Though when the unattached receipts have been synchronized to the form in D365. The great help would be to be able to directly ...
Thank you for your feedback. We will release this feature as part of the functionality in the improved expense management entry experience. This feature will be available approximately June 2019. Formal documentation will be available on docs.microsoft.com once available.
The new solution will have the abilty to add unattached receipts at the time of creating an expense report, attaching from the workspace at any time, or using a dedicated receipt screen for easier line-level matching.
Sincerely,
Ryan Sandness
Program Manager, Microsoft
Reversing expense report lines
When creating a new expense report, it would be nice to allow selecting posted expense report line to create reversing line automatically. This will be more efficient and avoid manual entry errors
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Ability for Manager's to review expense reports already approved
Manager's need to have the ability to view their employee's expenses after approved to track spend against budget. Should have the reporting ability to see department/operating unit as a whole, as well as drill down to specific expense lines for a given time period.
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Opening multiple attachments in an Expense report
In the Expense report form, we are not able to select and open multiple attached expense receipt files at the same time. We have to save the expense receipts in a file and open individual receipt file which is time consuming. It would be good, if we can have the option to select and open multi...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Sara Schilke
PM, Microsoft
Data Entity for Expense Lines
Create data entity in D365 for Operations to facilitate the population of a expense reports via excel upload.
There is an existing data entity for credit card uploads, but this isn't sufficient as credit card uploads cannot be deleted in the case of mistaken entry.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Sara Schilke
PM, Microsoft
Ability to Post expense liability in currency different than master company currency
Expense Module: We have contractor and employees where their expense liability (currency in which they need to be paid) is in a different currency other than the master company currency. Need a way to post the liability to the contractor and the employee in the currency in which they need to be paid
Better visibility of Expense lines containing errors
Expense Reports propose several views including some with grids and some with tiles ( group by date, group by category). We should have a setup available to change the color of expense lines/ tiles containing errors so the user can quickly identify what needs to be corrected and why, without h...
Thank you for your feedback. In the upcoming release of the expense management solution we've introduced a much more data-dense grid view to see many more lines at once and see a clear view of any rows containing errors or warnings. While this isn't a predefined view filtering to just these few lines, we believe it will accomplish the same goal of having a clear view to the employee for which lines have errors and warnings.
This feature will be available aproximately June 2019.
Sincerely,
Ryan Sandness
PM, Microsoft
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Sara Schilke
PM, Microsoft