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...
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.
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 ...
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 ...
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
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...
Thanks,
Surya Vaidyanathan,
PM, 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!
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...
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.
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
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.
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.
Sincerely,
Ryan Sandness
PM, Microsoft