7

Reset traveled mileage

Add a functionality to reset traveled miles for all employee at the end of financial or calendar year. This functionality has been requested by all EU clients so far.

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Category: Expense management (82)

STATUS DETAILS
New
7

Ability to set a default mileage rate / vehicle per employee

It would be great to be able to default a mileage rate on the employee form. This would be useful for employees that have different mileage rates negotiated in their contract of employment.

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1 Comments

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Category: Expense management (82)

STATUS DETAILS
New
7

Expense report header and line workflow status is compatible

We setup both header and line workflows for expense report. If we approve all lines, status of header and all lines become approved. But if we reject all lines or some of the lines, the status of header is still in review and not changed. At the end, some lines are approved, some lines are reject...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
7

Commonly used expenses

In AX 2012 there was a field on expense categories called 'Commonly used expenses'. Expense categories with this flag ticked would appear at the top of the list when entering expenses. In D365, this field is actually available on the DE but it has no functionality behind it. It would be useful t...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
7

Add Travel Purpose and Location Dropdown Values on Mobile App

To ensure data consistency, we have set up possible values to be used in the Purpose and Location dropdown lists, but these values are not available on the Expense Management mobile app. Thus, there is a high likelihood of data inconsistencies and difficulty training mobile users to enter the ...

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0 Comments

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Category: Expense management (82)

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

7

Real Time visibility of Expense compliance with company policies

Today the policy violations an expense line may contain appear only once you submit the expense report, which in the end may contain many lines and make the search of error really painful. Having a preview company policy violations (there is a table with such info) or a summary of messages dis...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
Completed
Ideas Administrator

This has been delivered with the Power BI for expense management solution. See below for more information. https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/expense-management-content-pack

 

 

Ryan Sandness

 

Microsoft

7

Single voucher per expense report

Hi,
D365fO creates multiple vouchers for each expense report transaction. This is pretty unfortunate especially if employees regularly submit expense reports with multiple positions as it makes reconciliation and payments more complicated and regularly results in questions from the emplo...

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2 Comments

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Category: Expense management (82)

STATUS DETAILS
Completed
Ideas Administrator

 Thank you for your feedback. We released this feature as part of the 7.1 release.  You can find the parameter at Expense management > Setup > General > Expense management parameters.  The field is labeled 'Allow grouping of transactions based on offset account specified in payment method'.

 

Sincerely,

Sara Schilke

PM, Microsoft

6

No Master table for Vehicle type

Mileage tier rates are setup based on the Mileage (Quantity) – so multiple rates are setup for the same Vehicle type under the Expense category for the Expense type - Mileage. Vehicle type drop down is blank when we first create these lines. Right click – No View details is available – hence no t...

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0 Comments

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Category: Expense management (82)

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

6

Add Cash Advance to Expense Delegation

Expense Delegation enables a user to submit an expense on behalf of another worker.  Extend this functionality so that a delegate user can submit a cash advance requests on behalf of that worker as well.

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1 Comments

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Category: Expense management (82)

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

5

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 (82)

STATUS DETAILS
New