13

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.

 

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Category: Expense management (118)

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

13

Expense report upload template

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

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0 Comments

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Category: Expense management (118)

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 

 

 

13

Add "Required" as an expense report visibility option.

In the expense reports fields setup area of D365 for Operations, where expense report fields can be set to "Do not display", "Display", or "Read-only", add an option for "Required", making that field mandatory for population.   

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1 Comments

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Category: Expense management (118)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We will release this as part of the new expense management solution available in approximately June 2019. 

Sincerely,
Ryan Sandness
PM, Microsoft

12

Feature to allow submitting expense report with missing or incorrect accounting distribution

Create a parameter in Expense management parameters “Let expense reports be submitted to workflow with incomplete or incorrect accounting distributions”, like the existing parameter for Pending vendor invoices in the Accounts payable parameters. If the parameter is set to Yes, then it should be a...

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0 Comments

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Category: Expense management (118)

STATUS DETAILS
New
12

RSAT - Introducing test step delay -especially during workflows

Hello - As part of RSAT improvements, it will be good to have an option for end user to introduce delay between two particular steps as this will greatly help to automate and complete the business processes involving workflows Workflows take about 1 minute (minimum time that can be configured in...

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0 Comments

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Category: Expense management (118)

STATUS DETAILS
New
12

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 (118)

STATUS DETAILS
New
12

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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2 Comments

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Category: Expense management (118)

STATUS DETAILS
New
11

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...

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0 Comments

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Category: Expense management (118)

STATUS DETAILS
New
11

allow attachments for travel requisitions om employee portal

allow attachments for travel requisitions om employee portal

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0 Comments

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Category: Expense management (118)

STATUS DETAILS
Under Review
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.

 

Sincerely,

Sara Schilke

PM, Microsoft

10

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.

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0 Comments

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Category: Expense management (118)

STATUS DETAILS
New