21

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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Category: Expense management (114)

STATUS DETAILS
New
21

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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Category: Expense management (114)

STATUS DETAILS
New
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 (114)

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

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 (114)

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

18

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 (114)

STATUS DETAILS
New
15

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 (114)

STATUS DETAILS
New
15

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 (114)

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

14

Allow PDF attachments on Expense Management D365 App

The mobile app in D365, does not allow PDF files to be attached from the phone. Here is what i got from the Support Engineer at Microsoft, "I have investigated and confirmed with our product team that unfortunately uploading PDF files through the Dynamics Mobile App’s expense workspace is not su...

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0 Comments

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Category: Expense management (114)

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 (114)

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

Expense to be editable through Microsoft Excel Add-in

The User is unable to publish changes to D365. Currently the TrvExpTrabsEntity data entity has the only option of "Read only", which allows only for viewing and not editing Expense records through Microsoft Excel Add-in. This limits the Partners' and Customers' options to use this functionality t...

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0 Comments

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Category: Expense management (114)

STATUS DETAILS
New