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 (141)

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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 (141)

STATUS DETAILS
Needs Votes
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 (141)

STATUS DETAILS
Needs Votes
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 (141)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback. This is currently not in our roadmap. Please upvote this idea if you consider this to be useful for your Organization. 


Thanks,
Surya Vaidyanathan
Product Manager, D365 Expense
 

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 (141)

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 (141)

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

Attach receipt during mobile expense entry in expense report

In the Expense management mobile workspace, when entering an expense from within an expense report, you cannot attach a receipt during expense entry. The expense must first be created, and then you can attach a receipt as an additional step. When entering an unattached expense, you can attach a r...

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0 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes
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 (141)

STATUS DETAILS
Needs Votes
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 (141)

STATUS DETAILS
Needs Votes
8

Ability to limit expense categories visible to employee groups

We have certain expense categories which would only be used by certain types of employees. The ability to setup filters by some employee criteria (i.e. department, position) would be very useful, both in providing more concise lists of choices, and limiting opportunities for incorrect categories ...

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0 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes