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 (139)

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

Allow removal of expense without completing details

After creating a new expense in an expense report and entering a date, allow the removal of the new expense without having to first complete the expense category and transaction amount.

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0 Comments

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Category: Expense management (139)

STATUS DETAILS
New
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 (139)

STATUS DETAILS
Needs Votes
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 (139)

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

Expense Management - Expense Report Amount Paid to Employee should be accurate

Currently when an expense report is entered for multiple payment methods, the totals for the amount paid to employee do not calculate properly. This is a bug and causing users to doubt the capabilities of Dynamics. Scenario 1 - Employee enters expense report for mileage and meals. Meals are pu...

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0 Comments

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Category: Expense management (139)

STATUS DETAILS
Needs Votes
18

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 (139)

STATUS DETAILS
Completed
Ideas Administrator
The feature to show only the categories in the list that are assigned to a specific Project ID during validation setup is available in the product in builds 10.0.12 and later. 

Thanks,
Surya Vaidyanathan,
PM, Microsoft.
16

Expense Receipt Storage

We hereby make an official request for creation of additional official documentation on expense receipts; where they are stored etc. We need that for legal reasons, localizations and VATs. It's vital that more detailed documentation is created on that specific matter. Thank you in advance!

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0 Comments

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Category: Expense management (139)

STATUS DETAILS
New
16

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 (139)

STATUS DETAILS
New
16

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 (139)

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

15

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 (139)

STATUS DETAILS
New