11

allow attachments for travel requisitions om employee portal

allow attachments for travel requisitions om employee portal

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Category: Expense management (125)

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

FA rollforward report-Correct formatting

Currently FA roll forward report is coming with incorrect formatting(Numerical value is coming as text format). It should be numbers for numerical values.

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Category: Expense management (125)

STATUS DETAILS
New
10

Post Expense transaction on the Expense report posting date not on the transaction date

At the moment, depending on the Expense management parameter set up, Expenses invoices and GL transactions are posted on the date added on the Expense report line or, if period is closed, on the 1st day of the open period. An option to post expense transactions on the posting date would bring a ...

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Category: Expense management (125)

STATUS DETAILS
New
10

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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Category: Expense management (125)

STATUS DETAILS
New
9

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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Category: Expense management (125)

STATUS DETAILS
New
9

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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Category: Expense management (125)

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

9

Distribute amounts does not use accounts from subcategories on Itemized Expense transactions

 

  • Having this functionality would limit the need for AP to review transactions for the correct accounts or having to correct the posting with a general journal entry after the fact.
  • Workers select to break-down the sub-categories of the expense based on company polic...

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    Category: Expense management (125)

    STATUS DETAILS
    Planned
    Ideas Administrator

    Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

     

    Sincerely,

    Sara Schilke

    PM, Microsoft 

8

Expense Report – Payment Date

When viewing Expense Report the Payment Date should display the Payment Date of the Payment Voucher, and ignore any other Revaluation Vouchers created by the system.

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Category: Expense management (125)

STATUS DETAILS
New
8

Option for Delegates in Mobile App

There currently does not seem an option to toggle between your own and other people's expenses in the mobile app, even though the users are set up as delegates for other users and can access them in the browser just fine. This should be added to the mobile workspace so the user entering expenses ...

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Category: Expense management (125)

STATUS DETAILS
New
8

“Distribution amount” feature for expense lines in mobile app

You deploy the mobile app for Expenses but “Distribution amount” feature for expense lines is missing. Should be a nice feature to include it.

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Category: Expense management (125)

STATUS DETAILS
New