Expense Report transaction date and exchange rate fields should be editable with per-diem category type.
Customer wants Expense Report transaction date and exchange rate fields should be editable with per-diem category type. Currently in D365 F&O as per diem functionality the transaction dates are reflected based on start and end date at the time of expense report creation.
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
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...
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 ...
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.
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Sara Schilke
PM, Microsoft
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.
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
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: ...
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.
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Add ability to copy Expense records like one is able to copy Time Entry records.
For Time entry records one can use the "Copy row" button on the grid to copy the Time Entry record. Please consider creating a similar button for Expense(msdyn_expense) records.
When entering negative amount in financial estimates for expenses, estimates pricing is not updated automatically
Hi team,
When entering negative amount in financial estimates for expenses on projects, estimates pricing is not updated unless pressing Update prices button in Estimates grid. It seems like negative amount is not supported in Real-time pricin...
Administrator
This is planned for April wave 2022.