Project funding source data entity error messages could be more helpful
The "Project funding source" data entity (staging table ProjFundingSourceStaging) seems to require the "PartyNumber" field populating: when left blank for an import project, the error message below is logged.
"Results. The party ID specified does not exist. Results. validateW...
To Mass upload the expense report
I received one requirement which is, to have a mass upload for the expense reports.
Example: HR needs to submit an expense report for multiple employees, so, instead of manually creating each expense, they need to have a mass upload of all the records in draft status and then an option ...
Dynamics 365 Employee travel mileage accounts
Wish there is an option to easily setup employee travel mileage accounts, for purpose of potential references at employee preferences.
Ability to restrict edit but allow display for Expense management Re-Imagined
Ability to restrict edit but allow display for Expense management Re-Imagined.
Currently the Employee can change the Expense category description without changing the Expense category ID.
This provides for a mismatch of information.
This could be accomplished by a Read Only o...
Allow expense administrator role to see the cash advance mapping detail.
According to expense administrator role can not check the mapping between cash advance number and expense line before posting. Sometimes there may be an incident where the employee is mapping wrong and the system cleared advance incorrectly. It is hard to adjust the transaction when the system...
Cash advance to have project number
We noticed that the cash advance setup and the request do not have a project number, while our project managers need to approve the cash out before it’s occur
Ability to set monthly and yearly limit control for expense claims
Expense policies should be able to set by Employee job grade, marital status and other factors from the employee master. Also, there should be like a budget control for the expense claim submission based on an yearly / monthly limits.
eg: Medical claim allowed - 10000 USD per year (the l...
PAYMENT NOTIFICATION THRU EMAIL
Email notification shall be linked with every vendor customer email address with pdf copy and option of sending email shall be incorporated in every module after successful payment has been received from customer or paid to vendor. format of pdf shall include Bank Name, Payment date, Amount, ...
Set Expense report approval limit based on Roles and based on Expense Category
Hi our organsiation has different approval limits applied to different types of expense category and different Approver Roles.
i.e. A Director can only approve up to $10,000. Any expenses submitted to the Director will be automatically directed to an Executive Director which has a highe...
Workflow menu option in Itemization Details(Lines) Form
As an Auditor or Administrator, we are not able to view the Workflow Menu option on the Expense reports having the Itemization lines. As an auditor it will be very helpful for us to see the workflow menu option so that we can view the workflow history to audit the responses, comments etc at ...
Administrator
This can be achived by using workflow configurations.