18

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 (141)

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 (141)

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.
17

Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups

Currently in D365, options are limited when trying to process an expense charge that could have multiple VAT/Tax rates.... The only current way is to configure itemisation and you can then define an Item tax Group for each sub-category - This places the burden on claimant to enter the data correc...

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0 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.


Thanks,
Surya Vaidyanathan,
PM, Expense
16

Expense management Policies - Extend expense policies to include PROCESSING stage

Currently expense policies exist for user submission and approval, can the functionality be extended to include the finance PROCESSING stage? This would support setting policies for the FINANCE or EXPENSE MANAGEMENT team to control posting (or incomplete data). Specific instances where this woul...

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0 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes
16

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 (141)

STATUS DETAILS
Needs Votes
16

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 (141)

STATUS DETAILS
Needs Votes
16

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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3 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes
16

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, ...

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0 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes
16

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 (141)

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

Ability to set standard rate of mileage in other currency than accounting currency

When a legal entity has an accounting currency that differs from the local currency in the country they operate in, we see that it would be helpful to enter a standard rate of mileage in currency other than accounting currency. With the current setup the expense management module does not suit mu...

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0 Comments

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Category: Expense management (141)

STATUS DETAILS
New