34

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (86)

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 

30

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Expense management (86)

STATUS DETAILS
New
27

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

Read more...

5 Comments

Read more... 5 Comments

Category: Expense management (86)

STATUS DETAILS
New
25

Expense Management Mobile App does not support adding or editing Financial Dimensions

With the current design of the Expense Mobile App does not support adding or editing financial dimensions. Due to which the User has to go back to Web Client to Submit the Expense Report. If we have option to add or edit the Financial Dimension in Mobile App before Submitting Expense Report, it w...

Read more...

3 Comments

Read more... 3 Comments

Category: Expense management (86)

STATUS DETAILS
New
24

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Expense management (86)

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

23

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.

Read more...

4 Comments

Read more... 4 Comments

Category: Expense management (86)

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

22

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

Read more...

1 Comments

Read more... 1 Comments

Category: Expense management (86)

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

22

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.  

Read more...

3 Comments

Read more... 3 Comments

Category: Expense management (86)

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

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Expense management (86)

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

20

Enable Multi-selection for Attachments

 When uploading an attachment, enable the ability to click on multiple files and have all selected files uploaded as attachments of that type.

Read more...

3 Comments

Read more... 3 Comments

Category: Expense management (86)

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