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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Category: Expense management (141)

STATUS DETAILS
Needs Votes
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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Category: Expense management (141)

STATUS DETAILS
Needs Votes
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 (141)

STATUS DETAILS
Needs Votes
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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Category: Expense management (141)

STATUS DETAILS
Needs Votes
8

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 (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

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 (141)

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

Default category code for credit card import

As part of importing credit card transactions, the system defaults a category into the credit card transaction when its imported into an expense report if there is no category mapped to the merchant code of the transaction. There are a couple of challenges with this approach: - There is no way ...

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1 Comments

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Category: Expense management (141)

STATUS DETAILS
Needs Votes
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.


Thanks,
Surya Vaidyanathan,
PM, Expense
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 (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

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 (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

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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0 Comments

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Category: Expense management (141)

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