25

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...

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1 Comments

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Category: Expense management (69)

STATUS DETAILS
New
24

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.

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0 Comments

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Category: Expense management (69)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Sara Schilke

PM, Microsoft 

22

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

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5 Comments

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Category: Expense management (69)

STATUS DETAILS
New
21

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...

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2 Comments

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Category: Expense management (69)

STATUS DETAILS
Completed
Ideas Administrator

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. 

In the initial KB release the datasource was not being set to expense report table on initial load. Clicking between document types and then back to expense will fix this, but it it isn't set on initial load. This updated KB has a fix so we set the button datasource to TrvExpTable by default so that the reset works when the form initially launches. 

Sincerely, 

Ryan Sandness

PM, Microsoft

19

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 ...

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1 Comments

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Category: Expense management (69)

STATUS DETAILS
Completed
Ideas Administrator

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

19

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

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1 Comments

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Category: Expense management (69)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

19

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.

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3 Comments

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Category: Expense management (69)

STATUS DETAILS
Planned
Ideas Administrator

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

18

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.  

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3 Comments

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Category: Expense management (69)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

18

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...

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1 Comments

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Category: Expense management (69)

STATUS DETAILS
Under Review
Ideas Administrator

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

14

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...

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1 Comments

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Category: Expense management (69)

STATUS DETAILS
Completed
Ideas Administrator

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