26

Opening multiple attachments in an Expense report

In the Expense report form, we are not able to select and open multiple attached expense receipt files at the same time. We have to save the expense receipts in a file and open individual receipt file which is time consuming. It would be good, if we can have the option to select and open multi...

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2 Comments

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Category: Expense management (131)

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

24

Workspace-Expense Management-Expense Reports-Privacy Policies Immediate Review Required

When the User creates and Expense report with pre-set Policies and choses the same category twice over, the green tick appears as if there are no policy violations. This behavior by the system is confusing and can waste the User's time in trying to find on which line and which policy has been v...

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0 Comments

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Category: Expense management (131)

STATUS DETAILS
New
24

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 (131)

STATUS DETAILS
New
23

RSAT - Introducing test step delay -especially during workflows

Hello - As part of RSAT improvements, it will be good to have an option for end user to introduce delay between two particular steps as this will greatly help to automate and complete the business processes involving workflows Workflows take about 1 minute (minimum time that can be configured in...

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1 Comments

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Category: Expense management (131)

STATUS DETAILS
New
23

Access to expense workspace and expense reports even when not being a worker

When trying to access the workspace and the forms below, you will get an error if you are not created as a worker in the system. That makes no sense! This customer is implementing D365FO for a sub-division only, but workers employed in the main company will be performing certain tasks in D365FO, ...

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0 Comments

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Category: Expense management (131)

STATUS DETAILS
New
23

Per diem rate tiers

It would be a great help if the Per Diem set up for the `Per diem tiers` table could be made a bit more user friendly, as adding a possibility to copy the setup or reuse it. Right now, when you have to create a new setup for a location that is valid for a new year (e.g. period January-December 20...

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0 Comments

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Category: Expense management (131)

STATUS DETAILS
New
23

Reversing expense report lines

When creating a new expense report, it would be nice to allow selecting posted expense report line to create reversing line automatically. This will be more efficient and avoid manual entry errors

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1 Comments

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Category: Expense management (131)

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

21

Cannot get an approved expense report back to draft status

Cannot get an approved expense report back to draft status

 

 

***[AX BUILD] ***

Customer: Application version: Dynamics 365_July2017 (7.2.11792.56024) and Platform version: 7.0.4679.35176...

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2 Comments

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Category: Expense management (131)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. This feature has been delivered in the 8.0 release and there are 7.2 and 7.3 hotfixes available. 

KB4462583 and KB4462581. 

The fix provided is a new form which provides the ability to reset an expense report, travel requisition, or cash advance. The form is available under Expense Management > Periodic tasks > Reset expense document status. 

In the initial KB release the datasource was not being set to expense report table on initial load. Clicking between document types and then back to expense will fix this, but it it isn't set on initial load. This updated KB has a fix so we set the button datasource to TrvExpTable by default so that the reset works when the form initially launches. 

Sincerely, 

Ryan Sandness

PM, Microsoft

20

Workflows (View history) - improve user friendliness

The new tab `Tracking details list` that has been added to the T&E workflows (and this comment applies to all workflows in general) should by default be collapsed, and not be open as it is by default today. The same applies to the General tab. I have not had one customer who has not commented on ...

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0 Comments

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Category: Expense management (131)

STATUS DETAILS
New
19

Add ability for sysadmin to delete expense reports in Draft status

I understand that users can delete their own Draft status expense reports but there needs to be an option for the system administrator to do that for others users' reports as well. We have some old rejected expense reports for employees no longer with the company but no way of cleaning them up -...

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1 Comments

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Category: Expense management (131)

STATUS DETAILS
New