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...

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1 Comments

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Category: Expense management (140)

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...

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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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...

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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
13

Mobile app expense management financial dimension selection

On expense management mobile app, we can create expense reports and expense lines but we can't select financial dimensions. For businness needs, we should select dimensions, else we can't get correct voucher when we post expense report.

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1 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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.

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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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 (140)

STATUS DETAILS
Declined
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

 

Thanks,

Surya Vaidyanathan

PM, Expense

 

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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2 Comments

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Category: Expense management (140)

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 (140)

STATUS DETAILS
Needs Votes
12

Expense lines - doublets validation is missing

To reduce the possibility of fraud and error in users recording same/duplicate expenses, on purpose or not. All our customers are looking for a way of preventing doublets to occur. It would be very helpful if some sort of validation is made standard, that when the same user submits an expense rep...

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1 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
12

D365 Allow Travel Requisition to be submitted with a Project that has Multiple Funding

D365 Shall Allow Travel Requisition to be submitted with a Project that has Multiple Funding sources because Travel Requisition is not a Financial Document it is just a support document for the Expense Report. Travel requisition has no financial impact. Allocation for Funding sources can be co...

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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes