5

Provide masking of the credit card number when credit card number is used as CardID

In release 1611, the credit card number is masked so only the last 4 digits are shown,. In July2017, this feature was removed. This is causing issues for my company. We use the credit card number as the Card ID, but do not want the entire number to show. http://www.dynamicconsulting.com/whats...

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Category: Expense management (137)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature in the 8.1 release and as a 7.3 hotfix (KB 4465289). These are the new values under the expense management parameter for Enter employee credit card number.

Parameter

Enum Value

Description

Prevent card number entry

0

  • User is unable to enter any card number for an employee that would pass the Luhn algorithm, guaranteeing this is not a card number.
  • Customer can upload payment file with an identifier of their choosing. If they can use a unique identifier such as employee name and number that would be best. Otherwise if they have to us a number, we would recommend card number / ID of a maximum of 10 digits aligning to 6+4 suggestion by PCI.

Hash card numbers (store last 4 digits)

1

  • Full card numbers can be entered, but are immediately hashed upon record insert using SHA512 a salt value to help make it harder to brute force match the hash.  No Luhn check is performed.  The hashed value is stored. The last four digits of the card are also stored for display purposes.

Store card numbers

2

  • User is able to enter any card number, no Luhn check is performed.
  • The number is saved as entered 
  • The system only shows the last 4 digits once stored in the system This is required for our customers to be able to use the expense module if paying a card provider based on card number, such as AMEX.

 

 

Sincerely,

Ryan Sandness

PM

5

Quick Print Functionality for Expenses

The printing of an expense requires today about 11 clicks to generate a printable document, then save it, then print it on the right printer.... A quick print functionality with a predefined setup would be welcome

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Category: Expense management (137)

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

4

Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups

Currently in D365, options are limited when trying to process an expense charge that could have multiple VAT/Tax rates.... The only current way is to configure itemisation and you can then define an Item tax Group for each sub-category - This places the burden on claimant to enter the data correc...

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Category: Expense management (137)

STATUS DETAILS
New
4

Intercompany Expense Report Workflow project group condition does not work

Description of problem: When an Expense Report is submitted with an intercompany project, the Expense Report Workflow's "Condition" element is giving the result of False instead of True. https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/3929...

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Category: Expense management (137)

STATUS DETAILS
New
4

Administrator Ability to Delete Expense Reports in Draft Status

Would like users with appropriate permissions (i.e. Sys Admin or Expense power user) to be able to delete ERs in Draft status. We have hundreds of draft ERs that have been created by users but have never submitted and have been inactive for months. Looking for a centralized method to remove th...

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Category: Expense management (137)

STATUS DETAILS
New
4

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 (137)

STATUS DETAILS
New
4

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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Category: Expense management (137)

STATUS DETAILS
New
4

Open in Excel functionality in Credit Card Transaction screen

Currently under Expense Management Module in Credit Card Transaction Screen the "Open In Excel" option doesn't work and we get and error ""An error occurred while retrieving the row count of entity CreditCardTransaction.". But his functionality is very much required for efficient analysis for Cr...

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Category: Expense management (137)

STATUS DETAILS
New
4

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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0 Comments

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Category: Expense management (137)

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

3

Default descriptions - Expense report transaction - optional variables set up

Default descriptions - Expense report transaction - optional variables set up The user wants to have defaulted in voucher transaction description the information provided in the field Additional information from expense report line. They have tried to use the below default description setup: ...

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Category: Expense management (137)

STATUS DETAILS
New