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
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...
Post Expense transaction on the Expense report posting date not on the transaction date
At the moment, depending on the Expense management parameter set up, Expenses invoices and GL transactions are posted on the date added on the Expense report line or, if period is closed, on the 1st day of the open period. An option to post expense transactions on the posting date would bring a ...
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.
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.
Expense Management Travel Requisition functionality is limited when reviewing and approving expense reports
The current travel requisition/expense report works in the following way: There is a Expense Management parameter requires travel to be pre-authorized before claiming the expense. The flag is "Pre-authorization of travel is required". With this switched on, Expense reports must have a travel re...
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...
Ability to delete incorrectly loaded credit card transactions in Expense Management
We have a scenario where a user by mistake imported credit card transactions twice for a particular month using standard D365 credit card transactions import functionality in expense management module. Also, in another month, they uploaded transaction but didn't sort descriptions properly due t...
This feature is available as part of 10.0.17 release . Please refer Credit Card Configuration for details.
Thanks,
Surya Vaidyanathan
Product Manager, Expense
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
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.
We plan to support this feature in the future.
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Sara Schilke
PM, Microsoft