13

Perdiem alteration : Overnight stay as per Swedish legislation

As per Swedish legislation, a person is eligible for a Perdiem, only if they have stayed overnight. To add the feature to the system, so that the system's functionality complies to the Swedish law requirements.

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0 Comments

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Category: Expense management (114)

STATUS DETAILS
New
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 (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

13

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 (114)

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 

 

 

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 (114)

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

Expense Workflow to Include Place Order for Approver

We need to identify in the workflow sent notifications who took the last action on the workflow (i.e. who approved, rejected, delegated). Currently, there is no placeholder for it - we have tried the work item owner but it is not the correct one -, but there is one for the approval status.

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0 Comments

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Category: Expense management (114)

STATUS DETAILS
New
12

Multi-Line approval of expense claims

the majority of our clients route their expense claims at a line level to different approvers. it would be much easier if the lines could be routed separately, rather then sending the entire expense claim, where the user has to just approve those assigned to them.

 

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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

11

Project ID in header to be inherited on the line level

When the User changes Project ID on the Expense report header record, the lines already entered will not be automatically updated with the new Project ID. This leads to wrong expenses on projects.

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0 Comments

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Category: Expense management (114)

STATUS DETAILS
New
11

Where there is an Expense report delegate and Workflow item is Rejected, have the Work item directed to Delegate instead of user

We have multiple users that have delegates assigned to create, submit and manage their expense reports. Current workflow functionality returns rejected line items to the actual user as opposed to the user's delegate. We believe it would make sense to have the option for the rejection to be return...

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2 Comments

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Category: Expense management (114)

STATUS DETAILS
New
11

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 (114)

STATUS DETAILS
New
10

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 (114)

STATUS DETAILS
New