3

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 (125)

STATUS DETAILS
New
3

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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Category: Expense management (125)

STATUS DETAILS
New
3

Add control to ensure full expense report posts to one fiscal period

Any financial transaction batch (whether vendor/customer invoice, expense, payment, journal, etc...) should post in the same fiscal period to prevent reconciliation timing issues. Ideally there is a built-in control to ensure this happens and prevents one expense report from being split between ...

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Category: Expense management (125)

STATUS DETAILS
New
3

Expense Management - Add the ability to Flag an account as a savings account

Can a flag be added to Dynamics to flag an account as a savings account?  We keep getting an error message from the bank because an employee has his deposits going to a savings and in our report to the bank it must show as a checking.

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Category: Expense management (125)

STATUS DETAILS
New
3

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 (125)

STATUS DETAILS
New
3

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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Category: Expense management (125)

STATUS DETAILS
New
3

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 (125)

STATUS DETAILS
New
3

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 (125)

STATUS DETAILS
New
3

Same Vehicle type displayed multiple times

Mileage tier rates are setup based on the Mileage (Quantity) – multiple rates are setup for the same Vehicle type under the Expense category for the Expense type - Mileage. When an expense report is created using this Expense category, when the user clicks on the drop down on the field &...

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

This has been fixed in a recent release of Dynamics 365 for Finance and Operations. 

3

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 (125)

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