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...
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 ...
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...
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...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
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!
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.
Missing an All travel requisitions overview
An overview of `All travel requisitions` would be a great help to our customers, who have these as commitments on the projects, and the overview of which travel requisitions and their lines that exist. More or less the same functionality that exists for the expense reports = All expense reports, ...
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...
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...
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...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
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