130

Ability to Post expense liability in currency different than master company currency

Expense Module: We have contractor and employees where their expense liability (currency in which they need to be paid) is in a different currency other than the master company currency. Need a way to post the liability to the contractor and the employee in the currency in which they need to be paid

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11 Comments

Read more... 11 Comments

Category: Expense Management (193)

STATUS DETAILS
Completed
Ideas Administrator

This is planned for April wave 2022. 

86

Expense Management Mobile App does not support adding or editing Financial Dimensions

With the current design of the Expense Mobile App does not support adding or editing financial dimensions. Due to which the User has to go back to Web Client to Submit the Expense Report. If we have option to add or edit the Financial Dimension in Mobile App before Submitting Expense Report, it w...

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3 Comments

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Category: Expense Management (193)

STATUS DETAILS
Under Review
80

Post Expense transaction on the Expense report posting date not on the transaction date

At the moment, depending on the Expense management parameter set up, Expenses invoices and GL transactions are posted on the date added on the Expense report line or, if period is closed, on the 1st day of the open period. An option to post expense transactions on the posting date would bring a ...

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3 Comments

Read more... 3 Comments

Category: Expense Management (193)

STATUS DETAILS
Under Review
76

Number sequences in the Expense Management

In the Expense Management, any number sequence assignment is only enabled "through the back door" in the number sequence master table.

As in other modules, pls. provide a parameter setup form where you can assign number sequences directly in the module.

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0 Comments

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Category: Expense Management (193)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Sara Schilke

PM, Microsoft 

72

Add Cash Advance to Expense Delegation

Expense Delegation enables a user to submit an expense on behalf of another worker.  Extend this functionality so that a delegate user can submit a cash advance requests on behalf of that worker as well.

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9 Comments

Read more... 9 Comments

Category: Expense Management (193)

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

59

Ability for Manager's to review expense reports already approved

Manager's need to have the ability to view their employee's expenses after approved to track spend against budget.  Should have the reporting ability to see department/operating unit as a whole, as well as drill down to specific expense lines for a given time period.  

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8 Comments

Read more... 8 Comments

Category: Expense Management (193)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

58

Add Ability to Log Mileage Using Mobile App

Mobile App for Microsoft Dynamics 365FO does not allow logging of mileage. This is critical for many users.

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10 Comments

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Category: Expense Management (193)

STATUS DETAILS
Needs Votes
54

Data Entity for Expense Lines

Create data entity in D365 for Operations to facilitate the population of a expense reports via excel upload.

There is an existing data entity for credit card uploads, but this isn't sufficient as credit card uploads cannot be deleted in the case of mistaken entry.

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4 Comments

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Category: Expense Management (193)

STATUS DETAILS
Under Review
50

Expense Management Travel Requisition functionality is limited when reviewing and approving expense reports

The current travel requisition/expense report works in the following way: There is a Expense Management parameter requires travel to be pre-authorized before claiming the expense. The flag is "Pre-authorization of travel is required". With this switched on, Expense reports must have a travel re...

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1 Comments

Read more... 1 Comments

Category: Expense Management (193)

STATUS DETAILS
Under Review
49

Save possibility of addresses on Mileage expense lines

Many employees use Mileage, and mostly the same destinations occur. It would be great if there was a possibility to save employee specific addresses, that can be selected from a drop down. Or as the timesheet Save favorites functionality. Or even better, if it could be a possibility to save expen...

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4 Comments

Read more... 4 Comments

Category: Expense Management (193)

STATUS DETAILS
Under Review