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
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.
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...
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...
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
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...
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
Copy Expense report - Split is ignored
When user creates a new expense report using copy functionality - system will not copy accounting distribution. The split is ignored.
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.
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Sara Schilke
PM, Microsoft