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.
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...
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.
allow attachments for travel requisitions om employee portal
allow attachments for travel requisitions om employee portal
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
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...
Distribute amounts does not use accounts from subcategories on Itemized Expense transactions
- Having this functionality would limit the need for AP to review transactions for the correct accounts or having to correct the posting with a general journal entry after the fact.
- Workers select to break-down the sub-categories of the expense based on company polic...
STATUS DETAILSPlanned
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Sara Schilke
PM, Microsoft
Preview of Unattached Expenses by default
The Expense report right pane should be optimized and enable the preview by default of unatached expenses, so the users in charge of creating the lines can see by default the pending credit card transactions that can still be imported, select the ones to be added and import them into the Expen...
Thank you for your feedback. We have much better visibiulity into unattached expenses as part of the new expense management workspace that will be available in approximately June 2019.
Sincerely,
Ryan Sandness
PM, Microsoft
Ability to view the receipts attached to each of the lines when in Grid view in the Expense Report
1. Create an Expense report. 2. Create 2 Expense line within the Expense report and attach a receipt for each Expense line. 3. Change view to Grid view. 4. In the Grid view, User will be able to see that the Receipts has been attached on each line, but there is no standard functionality that a...
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 ...
Expense lines - doublets validation is missing
To reduce the possibility of fraud and error in users recording same/duplicate expenses, on purpose or not. All our customers are looking for a way of preventing doublets to occur. It would be very helpful if some sort of validation is made standard, that when the same user submits an expense rep...
Administrator
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft