7

D365 Allow Travel Requisition to be submitted with a Project that has Multiple Funding

D365 Shall Allow Travel Requisition to be submitted with a Project that has Multiple Funding sources because Travel Requisition is not a Financial Document it is just a support document for the Expense Report. Travel requisition has no financial impact. Allocation for Funding sources can be co...

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Category: Expense management (126)

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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Category: Expense management (126)

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

7

Part Payment of expense claims

Most of our clients approve expenses at line level, which means some items can often be approved, but end up waiting for other items to be approved, before payment is made to the employee.

It would be useful if employees could be part paid on any line item which has been approved, irre...

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0 Comments

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Category: Expense management (126)

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

7

Real Time visibility of Expense compliance with company policies

Today the policy violations an expense line may contain appear only once you submit the expense report, which in the end may contain many lines and make the search of error really painful. Having a preview company policy violations (there is a table with such info) or a summary of messages dis...

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Category: Expense management (126)

STATUS DETAILS
Completed
Ideas Administrator

This has been delivered with the Power BI for expense management solution. See below for more information. https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/expense-management-content-pack

 

 

Ryan Sandness

 

Microsoft

7

Single voucher per expense report

Hi,
D365fO creates multiple vouchers for each expense report transaction. This is pretty unfortunate especially if employees regularly submit expense reports with multiple positions as it makes reconciliation and payments more complicated and regularly results in questions from the emplo...

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2 Comments

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Category: Expense management (126)

STATUS DETAILS
Completed
Ideas Administrator

 Thank you for your feedback. We released this feature as part of the 7.1 release.  You can find the parameter at Expense management > Setup > General > Expense management parameters.  The field is labeled 'Allow grouping of transactions based on offset account specified in payment method'.

 

Sincerely,

Sara Schilke

PM, Microsoft

6

Budget check workflow parameter for Expense transactions

Description of problem: There is no option to add a condition based on budget check results in the either the expense report or expense report auto posting workflows, meaning that it is possible to submit, approve and auto-post an expense claim without seeing any budget check warnings. The workf...

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0 Comments

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Category: Expense management (126)

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

6

Expense categories translation

On the Expense category form, a ‘Translation’ tab is not available which is a constraint in D365 because an employee should get the expense category translated in their user language when he entered an expense report. Even when the expense category is created in a foreign language is not getting ...

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0 Comments

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Category: Expense management (126)

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

5

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 (126)

STATUS DETAILS
New
5

Better Expense Mobile app/workspace

The Expense management mobile workspace is very mediocre and barely works. This app is not something any user loves/likes to use. Please architecture and redesign this app to make modern, fluent and something users would love to use. Add OCR image recognition and also mileage integration with Mil...

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1 Comments

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Category: Expense management (126)

STATUS DETAILS
New
5

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 (126)

STATUS DETAILS
New