4

More sophisticated per diem functionality needed

The end users have a hard time selecting the correct combination of location, category etc in order to input their per diem expense reports correctly. It would be very beneficial if we could have a more sophisticated, automated solution where we would select location first and then proceed with o...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
4

Open in Excel functionality in Credit Card Transaction screen

Currently under Expense Management Module in Credit Card Transaction Screen the "Open In Excel" option doesn't work and we get and error ""An error occurred while retrieving the row count of entity CreditCardTransaction.". But his functionality is very much required for efficient analysis for Cr...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
4

Additional details in travel requisition for travel booking

The travel requisition functionality in Dynamics 365 is used to approve the travel before it occurs.  This is worthwhile functionality.  An additional feature of the travel requisition is it could be used to book travel once it is approved as well when travel bookings are handle...

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Category: Expense management (140)

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

4

Add "Required" as an expense report visibility option.

In the expense reports fields setup area of D365 for Operations, where expense report fields can be set to "Do not display", "Display", or "Read-only", add an option for "Required", making that field mandatory for population.   

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Category: Expense management (140)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! We are actively investigating and will include this in a future update. 


Regards,
Ryan Sandness, Program Manager
Microsoft

3

Expenses Credit Card import Transform

A set of standard transforms between the main files type for credit card statement (e.g Mastercard CDF 3.0, Visa Commercial Format 4.0 (VCF4)) and the credit card data entity (Credit card transactions) similar to the way the bank account statements can be imported. This would make import files...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

Suspended Business Unit (Financial dimension) should not be allowed to select at the time of creating an Expense report

While creating an Expense report, the user will be prompted to select the Business Unit and other Financial Dimensions. In the 'Business Unit' list box currently the system shows only the valid Business units, but the user can still click on the link 'Show all' and select the suspended Business ...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

Add control to ensure full expense report posts to one fiscal period

Any financial transaction batch (whether vendor/customer invoice, expense, payment, journal, etc...) should post in the same fiscal period to prevent reconciliation timing issues. Ideally there is a built-in control to ensure this happens and prevents one expense report from being split between ...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

Expense Management - Add the ability to Flag an account as a savings account

Can a flag be added to Dynamics to flag an account as a savings account?  We keep getting an error message from the bank because an employee has his deposits going to a savings and in our report to the bank it must show as a checking.

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

Final Approver field is missing on Expense Report in Mobile App

When using the option to Select ‘Multi-level hierarchy fields to dis...

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1 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

No itemization button in grid view

ISSUE: Some expense categories are setup with Itemization mandatory. When user creates a new expense, it is necessary to update also itemization. But Itemization can be setup only in Detail view. Myexpectation is that Itemization button should be also available in grid view. IMPACT: User can...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes