11

Expense report (ER) match with Travel requisition (TR)

It would be a great help to our frustrated and busy users, that create most of their ERs based on the pre-approved TRs, if a TR is selected in an ER that the TR lines are automatically created with all the selected values from the TR. Only the amount field could be set to value/amount =1 (since 0...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
11

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 (140)

STATUS DETAILS
Needs Votes
11

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 (140)

    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 

11

allow attachments for travel requisitions om employee portal

allow attachments for travel requisitions om employee portal

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Category: Expense management (140)

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

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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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
10

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 (140)

STATUS DETAILS
Needs Votes
10

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 (140)

STATUS DETAILS
Needs Votes
9

Custom expense category to be able to use subcategory ledger account and sales tax groupe when "use in project" is set up to yes

Hi All, Currently in Microsoft Dynamics 365 FO, in the expense management module we have the ability to set up expense category to be use in project. This setting allow us to post the expense on project using project ledger account displayed on the expense category when the setting "use in proj...

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3 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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 (140)

STATUS DETAILS
Needs Votes