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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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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

Intercompany dimensions are not update correctly for the expense report in the legal entity where expense report has been generated.

Scenario:- User has created Intercompany has a financial dimension has two values(USSI & USMF) User created expense report for intercompany USSI from USMF legal entity and expecting that subledger entries for dimensions should be update as USSI

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
5

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 (140)

STATUS DETAILS
Needs Votes
5

Employee reimbursed in currency of their location

When reimbursing employees which are in locations with currencies other than the home currency, the reimbursement payment generated in Accounts Payable, default to the home currency. For example, the legal entity has a home currency of USD but has a office in Canada where employee would like to b...

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
5

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 (140)

STATUS DETAILS
Needs Votes
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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Category: Expense management (140)

STATUS DETAILS
Needs Votes
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 (140)

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 (140)

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

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 (140)

STATUS DETAILS
Needs Votes
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 (140)

STATUS DETAILS
Needs Votes