1

Expense Report Project (header) Field Should Be Available to the Workflow

When employees enter expense reports, they can (but are not systematically required to) enter a project number for the report. The workflow uses this value to determine the project manager to approve the report if that branch of the workflow is initiated. However, this value is not available to...

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Category: Expense management (125)

STATUS DETAILS
New
1

Additional fields provided on expense forms based on category

The solution should show additional (but mandatory) fields to be filled depending on the expense category (e.g. if client lunch, additional fields are client company, client name, vacancy reference on Profile). The fields needs to be defined by legal entity.

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Category: Expense management (125)

STATUS DETAILS
New
1

Itemized lines displayed with (parent) category name instead of subcategory name

Travel expenses can be itemized by a user to provide more details/breakdown of the expense. However, the subcategory description of the itemized expense is not displayed on the expense form, only the parent category description. The user has to click every single "child" to view the subcategory d...

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Category: Expense management (125)

STATUS DETAILS
New
1

Enable click through to Expense Report on Credit Card Transactions

On the out of the box report available via Expense Management > Period Tasks > Credit Card Transactions you can see credit card transactions for your employees and includes the Expense Report Number hyperlink. However, when clicking on the hyperlink the system provides an error that "Unable to V...

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Category: Expense management (125)

STATUS DETAILS
New
1

Expense report displays payment amount

Hi, some of the employees submit and are paid expenses in currency that is different to the legal entity. This causes a lot of queries as while the expense report can show a payment voucher/ date it was paid, employees find it hard to know what payment this relates to since we can have 1 payment ...

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Category: Expense management (125)

STATUS DETAILS
New
1

Mobile APP - Expenase manament: can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount)

Mobile APP - Expense management can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount).

User can record the expense report i
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Category: Expense management (125)

STATUS DETAILS
New
1

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 (125)

STATUS DETAILS
New
1

Custom expense category to be able to use subcategory ledger account and sales tax groupe when "use in project" is set up to yes

Hi All, Currently in Microsoft Dynamics 365 FO, in the expense management module we have the ability to set up expense category to be use in project. This setting allow us to post the expense on project using project ledger account displayed on the expense category when the setting "use in proj...

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2 Comments

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Category: Expense management (125)

STATUS DETAILS
New
0

Expense management report option to auto create expense report for each or all imported credit card transactions

In the near future having the option to easily auto-create expense report (s) from all into one expense report or create an individual expense report each each selected imported credit card transaction might be future ideal for the purpose to save time entries.

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Category: Expense management (125)

STATUS DETAILS
New
0

Expense management report option to easily retrieve from listing of selected credit card imported transaction

Future enhancing expense management functionality for the purpose of potentially having the option to easily retrieve from listing of selected imported credit card transaction from a new expense report might be ideal. In the near future having the option to easily auto-create expense report (s) ...

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
New