8

Adding a map functionality to Mileage expense

It would be great if we had a map that calculates mileage. This could save people's time so that they won't have to take a screenshot and upload as a receipt every time (especially if they have repeat destinations).

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
8

File drag and drop to attach receipts or create expenses with attached receipts

Drop files onto the expense grid to create new expense lines for all files that are dropped. Drop files onto the details section of an expense to attach the file as a receipt.

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
8

D365 Mobile App

It would be very useful and user friendly if mobile app would Auto rotate. Right now, we can only see and use the app in Portrait View.

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
8

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 (137)

STATUS DETAILS
New
8

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 (137)

STATUS DETAILS
New
8

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 (137)

STATUS DETAILS
New
8

Preview of Unattached Expenses by default

The Expense report right pane should be optimized and enable the preview by default of unatached expenses, so the users in charge of creating the lines can see by default the pending credit card transactions that can still be imported, select the ones to be added and import them into the Expen...

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We have much better visibiulity into unattached expenses as part of the new expense management workspace that will be available in approximately June 2019. 

Sincerely,

Ryan Sandness

PM, Microsoft 

7

Expense Management Policies - Include in criteria ISBLANK or ISNOTBLANK

Currently when designing a policy within expense management you have the following conditional statements: Equal to / Not Equal to Grater than / Greater than or equal to less than / less than or equal to I would suggest add an addition two criteria: ISBLANK ISNOTBLANK This would allow policies ...

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
7

Expense management Policies - Extend expense policies to include PROCESSING stage

Currently expense policies exist for user submission and approval, can the functionality be extended to include the finance PROCESSING stage? This would support setting policies for the FINANCE or EXPENSE MANAGEMENT team to control posting (or incomplete data). Specific instances where this woul...

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0 Comments

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Category: Expense management (137)

STATUS DETAILS
New
7

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 (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