2

Final Approver field is missing on Expense Report in Mobile App

When using the option to Select ‘Multi-level hierarchy fields to dis...

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Category: Expense management (82)

STATUS DETAILS
New
2

Perdiem base on position and locationwise

Description of problem: As standard, we can only configure per diem based on location wise in a different currency OR per diem rate in the employee master in an amount in monetary standard (national currency). Challenge is how to configure per diem based on position and location wise. In any giv...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
2

Add Ability to apply Intercompany Projects in Travel Requisition form

D365 should allow, in Travel Requisition form, to display a list of projects from another companies. The same/similar functionality to the existing one in Expense Report form is required, where the user can change the legal entity and choose an inter-company project if necessary. • Travel requi...

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Category: Expense management (82)

STATUS DETAILS
New
2

There appears to be a need for better reporting capabilities of T&E data as well as easier ability to obtain data from the system for download.

The reporting and ability to get data on processed and in process T&E reports needs to be improved. I am trying to understand how best to get all of the T&E data from the system downloaded to Excel or CSV file so that said data can be used for data mining and data analysis. I have attempted to ge...

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Category: Expense management (82)

STATUS DETAILS
New
2

Ability to Remove multiple expense report lines from an expense report

It's be more efficient for user to be able to select multiple expense report lines on an expense report and be able to remove them with one click as opposed to having to remove them individually.

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Category: Expense management (82)

STATUS DETAILS
New
2

Missing an All travel requisitions overview

An overview of `All travel requisitions` would be a great help to our customers, who have these as commitments on the projects, and the overview of which travel requisitions and their lines that exist. More or less the same functionality that exists for the expense reports = All expense reports, ...

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Category: Expense management (82)

STATUS DETAILS
New
2

Additional details in travel requisition for travel booking

The travel requisition functionality in Dynamics 365 is used to approve the travel before it occurs.  This is worthwhile functionality.  An additional feature of the travel requisition is it could be used to book travel once it is approved as well when travel bookings are handle...

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Category: Expense management (82)

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

1

Annual Limits for expense categories

For many organisations there are limits to be amount of expenses which can be claimed in a year. For example, for gym membership, Microsoft has a limit of $300 per year. It would be good if these limits could be enforced by polices

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Category: Expense management (82)

STATUS DETAILS
New
1

Suspended Business Unit (Financial dimension) should not be allowed to select at the time of creating an Expense report

While creating an Expense report, the user will be prompted to select the Business Unit and other Financial Dimensions. In the 'Business Unit' list box currently the system shows only the valid Business units, but the user can still click on the link 'Show all' and select the suspended Business ...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
1

More sophisticated per diem functionality needed

The end users have a hard time selecting the correct combination of location, category etc in order to input their per diem expense reports correctly. It would be very beneficial if we could have a more sophisticated, automated solution where we would select location first and then proceed with o...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New