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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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Category: Expense management (82)

STATUS DETAILS
New
1

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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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
0

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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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
0

Itemized lines displayed with (parent) category name instead of subcategory name

Travel expenses can be itemized by a user to provide more details/breakdown of the expense. However, the subcategory description of the itemized expense is not displayed on the expense form, only the parent category description. The user has to click every single "child" to view the subcategory d...

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Category: Expense management (82)

STATUS DETAILS
New
0

Foreign currency amoutn not displayed during expense split to personal

Travel expenses incurred in foreign currency may contain a personal component that needs to be split off and coded separately. During the “spit to personal” action a user is only being shown the amount in credit card currency, which makes it difficult to determine the correct amount (in system cu...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New
0

Enable click through to Expense Report on Credit Card Transactions

On the out of the box report available via Expense Management > Period Tasks > Credit Card Transactions you can see credit card transactions for your employees and includes the Expense Report Number hyperlink. However, when clicking on the hyperlink the system provides an error that "Unable to V...

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Category: Expense management (82)

STATUS DETAILS
New
0

Expense category planning

It would be nice to future include the flexibility policy option for user to capture certain expense management categories from a planning form. Not having an option to advance capture expense planning on certain expense categories (e.g. travel), the user may not easily visually monitor resource ...

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Category: Expense management (82)

STATUS DETAILS
New
0

Expense report displays payment amount

Hi, some of the employees submit and are paid expenses in currency that is different to the legal entity. This causes a lot of queries as while the expense report can show a payment voucher/ date it was paid, employees find it hard to know what payment this relates to since we can have 1 payment ...

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Category: Expense management (82)

STATUS DETAILS
New
0

Mobile APP - Expenase manament: can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount)

Mobile APP - Expense management can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount).

User can record the expense report i
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Category: Expense management (82)

STATUS DETAILS
New
0

No itemization button in grid view

ISSUE: Some expense categories are setup with Itemization mandatory. When user creates a new expense, it is necessary to update also itemization. But Itemization can be setup only in Detail view. Myexpectation is that Itemization button should be also available in grid view. IMPACT: User can...

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0 Comments

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Category: Expense management (82)

STATUS DETAILS
New