3

Perdiem base on position and locationwise

Description of problem: As standard, we can only configure per diem based on location wise in a different currency OR per diem rate in the employee master in an amount in monetary standard (national currency). Challenge is how to configure per diem based on position and location wise. In any giv...

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Category: Expense management (140)

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Needs Votes
3

There appears to be a need for better reporting capabilities of T&E data as well as easier ability to obtain data from the system for download.

The reporting and ability to get data on processed and in process T&E reports needs to be improved. I am trying to understand how best to get all of the T&E data from the system downloaded to Excel or CSV file so that said data can be used for data mining and data analysis. I have attempted to ge...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

Ability to Remove multiple expense report lines from an expense report

It's be more efficient for user to be able to select multiple expense report lines on an expense report and be able to remove them with one click as opposed to having to remove them individually.

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
3

Same Vehicle type displayed multiple times

Mileage tier rates are setup based on the Mileage (Quantity) – multiple rates are setup for the same Vehicle type under the Expense category for the Expense type - Mileage. When an expense report is created using this Expense category, when the user clicks on the drop down on the field &...

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Category: Expense management (140)

STATUS DETAILS
Completed
Ideas Administrator

This has been fixed in a recent release of Dynamics 365 for Finance and Operations. 

2

Different Per Diem rates for travel to multiple locations in single trip

Ability to create a single expense report for per diem for a user that has traveled in the same trip to different locations. The user should receive a per diem rate that is reduced on the travel days, first and last, but only reduced on the rate that is for the location the user is flying to. Th...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
2

Need the ability to configure the system how to update the expense report accounting date.

As the current behavior, there is only one option to update the accounting date to the First day of next open period. While for the real business scenario, the user need the system to provide an option or a parameter to allow posting the approved expense report on the date when the expense repor...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
2

When a travel req workflow is recalled and resubmitted without a major time gap we receive the error “Draft status cannot be changed into in review status”

Issue Description:- ============= When a travel req workflow is recalled and resubmitted without a major time gap we receive the error “Draft status cannot be changed into in review status” Repro Steps:- =========== Expense management | My expenses | Travel requisition Create a new travel Requi...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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 (140)

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Needs Votes
2

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 (140)

STATUS DETAILS
Needs Votes
2

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 (140)

STATUS DETAILS
Needs Votes