19

Add unattached receipts to the expense report form

Most of our customers want to use the Expense management Mobile App to record expenses. The unattached receipts is also one of the functionalities that they wish to use. Though when the unattached receipts have been synchronized to the form in D365. The great help would be to be able to directly ...

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1 Comments

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Category: Expense management (81)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We will release this feature as part of the functionality in the improved expense management entry experience. This feature will be available approximately June 2019. Formal documentation will be available on docs.microsoft.com once available. 

The new solution will have the abilty to add unattached receipts at the time of creating an expense report, attaching from the workspace at any time, or using a dedicated receipt screen for easier line-level matching. 

Sincerely, 
Ryan Sandness
Program Manager, Microsoft

16

Add functionality to allow the delete of imported credit card expense transactions

If the CCTransID is different in the file customer could import the same transaction for the same day/worker/expense 10,000 times. IDEAS Portal should be raised to add functionality to allow the delete of imported credit card expense transactions.

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0 Comments

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Category: Expense management (81)

STATUS DETAILS
New
14

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...

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0 Comments

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Category: Expense management (81)

STATUS DETAILS
New
14

Better visibility of Expense lines containing errors

Expense Reports propose several views including some with grids and some with tiles ( group by date, group by category). We should have a setup available to change the color of expense lines/ tiles containing errors so the user can quickly identify what needs to be corrected and why, without h...

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1 Comments

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Category: Expense management (81)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. In the upcoming release of the expense management solution we've introduced a much more data-dense grid view to see many more lines at once and see a clear view of any rows containing errors or warnings. While this isn't a predefined view filtering to just these few lines, we believe it will accomplish the same goal of having a clear view to the employee for which lines have errors and warnings. 

This feature will be available aproximately June 2019. 

Sincerely,

Ryan Sandness

PM, Microsoft

13

Dynamics 365 Unified Operations

In the mobile app when a user get the notification that they have an expense report to approve and they hit the option is will only show them expense reports in the company they are defaulted to or currently in.  We have 18 companies and the users does not know what company to switch to t...

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0 Comments

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Category: Expense management (81)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

13

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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1 Comments

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Category: Expense management (81)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We will release this as part of the new expense management solution available in approximately June 2019. 

Sincerely,
Ryan Sandness
PM, Microsoft

12

MobileApp: to have captured expense receipts to auto populate date, amount etc.

The Expense management Mobile App could be more helpful to the users. The users in general find the Expense handling in D365 and the Mobile App quite heavy and not so user friendly. One of the wishes was that the App helps the user a bit more. As when a user has captured a receipt on the Mobile A...

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2 Comments

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Category: Expense management (81)

STATUS DETAILS
New
12

Expense Mobile Workspace - Quick Entry Expense

Allow users to enter the Project on the Quick Entry - Capture an Expense Option. Users when travelling may work on multiple projects and as such trying to remember the project detail at the end of the period when entering a report can lead to errors. If the Project FIeld was available in the Qu...

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1 Comments

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Category: Expense management (81)

STATUS DETAILS
New
12

Missing Functionality Project/Category Validation for Expense Report

I had worked with Microsoft support team and they found this functionality wasn't available in current version of D365FO. They suggested to post this on this portal to get review. This is regarding Project/Category Validation Functionality. Let’s say our Project/Category validation ON/set Man...

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0 Comments

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Category: Expense management (81)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

12

Expense report upload template

I am looking for an expense report upload template. Hopefully, MS could create and publish soon. Thank you.

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0 Comments

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Category: Expense management (81)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback.  Are you looking for a data entity to upload expense lines?  If so, please add your votes to 

https://ideas.dynamics.com/ideas/dynamics-operations/ID0001962

 

Sincerely,

Sara Schilke

PM, Microsoft