2

Project Expense items not consistent with rounding for cost and sales

Fix the issue determined to be "by design" at https://fix.lcs.dynamics.com/Issue/Details/?bugId=332127&dbType=3 D365 is rounding the sales price rate to 4 decimal places despite providing up to 6. However, it does not similarly round the cost price, which causes discrepancies between the two nu...

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Category: Expense management (125)

STATUS DETAILS
New
2

Ability to update itemization on export report before posting

It is possible to update the associated ledger account and tax information on a approved expense report but it's not possible to update the itemization on submitted and approved expense reports. I frequently hear that clients require the accounts department to review and update itemizations. They...

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Category: Expense management (125)

STATUS DETAILS
New
1

Dyn365 F&O - Delegate Cash Advance

It is required to have the functionality of delegating the task of entering Cash advance requests, that is, user B, who reports to user A, can enter a Cash advance request on behalf of user A who, due to the activities of his role, does not have time to carry out this administrative activity.

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Category: Expense management (125)

STATUS DETAILS
New
1

Add Workflow onto Expense Reports Reimagined Workspace

Currently there is no way for the users to see where their expense reports are in the workflow from the Workspace when Expense Reports Reimagined feature is enabled. We have to point them to the old report layout to see this information. This confuses the users as they are used to the new Worksp...

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Category: Expense management (125)

STATUS DETAILS
New
1

Expense categories applicable to travel requisition

At present, all expense categories are available with the travel requisition form to requisition travel. The reality of expense categories are they are typically a mixture of both indirect procurement i.e. stationary and pure travel categories i.e. flights, taxis, accommodation etc. This idea i...

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Category: Expense management (125)

STATUS DETAILS
New
1

Default descriptions - Expense report transaction - optional variables set up

Default descriptions - Expense report transaction - optional variables set up The user wants to have defaulted in voucher transaction description the information provided in the field Additional information from expense report line. They have tried to use the below default description setup: ...

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Category: Expense management (125)

STATUS DETAILS
New
1

Expense Management - number of guests

At present Expense Management allows the entry of guests in entertainment and other related expense types. In Australia, for tax purposes, the actual information required is the number of Guests, internal versus external only thus the requirement to enter the names of Guests means this feature d...

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Category: Expense management (125)

STATUS DETAILS
New
1

One to one relationship between Expense report and Travel Requistion

At present there is a one to one relationship between Expense reports and Travel Requisition however, this limits an Expense report to "one trip". The reality is for a lot of employees are travelling multiple trips in a month and will be submitting expenses relating to one or more trips at the s...

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Category: Expense management (125)

STATUS DETAILS
New
1

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...

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Category: Expense management (125)

STATUS DETAILS
New
1

Expense Management Report Posted Transaction report does not any date field

The Expense Management Report Posted Transaction report does not have any date field for the individual transaction i.e. not the transaction or accounting date. Frankly, this makes the report useless, Accountants at a minimum want to know the period the transaction related too. The report shoul...

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Category: Expense management (125)

STATUS DETAILS
New