15

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
New
15

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

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

14

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
New
14

Better visibility of Expense lines containing errors

Expense Reports propose several views including some with grids and some with tiles ( group by date, group by category). We should have a setup available to change the color of expense lines/ tiles containing errors so the user can quickly identify what needs to be corrected and why, without h...

Read more...

1 Comments

Read more... 1 Comments

Category: Expense management (137)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. In the upcoming release of the expense management solution we've introduced a much more data-dense grid view to see many more lines at once and see a clear view of any rows containing errors or warnings. While this isn't a predefined view filtering to just these few lines, we believe it will accomplish the same goal of having a clear view to the employee for which lines have errors and warnings. 

This feature will be available aproximately June 2019. 

Sincerely,

Ryan Sandness

PM, Microsoft

13

Expense to be editable through Microsoft Excel Add-in

The User is unable to publish changes to D365. Currently the TrvExpTrabsEntity data entity has the only option of "Read only", which allows only for viewing and not editing Expense records through Microsoft Excel Add-in. This limits the Partners' and Customers' options to use this functionality t...

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
New
13

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
New
13

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
New
13

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...

Read more...

2 Comments

Read more... 2 Comments

Category: Expense management (137)

STATUS DETAILS
New
13

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
New
13

Expense report upload template

I am looking for an expense report upload template. Hopefully, MS could create and publish soon. Thank you.

Read more...

0 Comments

Read more... 0 Comments

Category: Expense management (137)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback.  Are you looking for a data entity to upload expense lines?  If so, please add your votes to 

https://ideas.dynamics.com/ideas/dynamics-operations/ID0001962

 

Sincerely,

Sara Schilke

PM, Microsoft