10

Delegation Workflow - Requester/Submitter

It would be nice to have the option to set up the expense report approval workflow so that if a delegate submits expenses, the requester (person who incurred the expenses) gets to see/approve the expense report before it gets submitted to their manager. This is a functionality that is available ...

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3 Comments

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Category: Expense management (137)

STATUS DETAILS
New
10

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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    0 Comments

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    Category: Expense management (137)

    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 

9

Add kilometers as unit of measure for expense report mileage expenses

The current default is miles and I cannot find any place where it could be configured to kilometers for countries (like Canada) that report and claim on km's VS miles.

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
9

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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0 Comments

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Category: Expense management (137)

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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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
9

Make Cash Advance as Functional as Expenses

Unlike Expenses, there is no form to view ALL Cash Advances (only "approved and paid, approved, and cash advances for my review).

Additionally, unlike expenses there is no print button to print out a formatted report of cash advance requests. The browser does not handle basic print-to-...

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1 Comments

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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

9

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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2 Comments

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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

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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0 Comments

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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

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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0 Comments

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Category: Expense management (137)

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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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New