Enable Multi-selection for Attachments
When uploading an attachment, enable the ability to click on multiple files and have all selected files uploaded as attachments of that type.
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...
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...
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.
Employees expense reports
When an employee posts an expense in the expense management workspace, he has the option to enter the transaction date of that expense. By default, the system assumes this date when the expense is approved and then posted.
However, considering accounting rules, the expense for...
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...
Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups
Currently in D365, options are limited when trying to process an expense charge that could have multiple VAT/Tax rates.... The only current way is to configure itemisation and you can then define an Item tax Group for each sub-category - This places the burden on claimant to enter the data correc...
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.
Thanks,
Surya Vaidyanathan,
PM, Expense
Expense Management Policies - Include in criteria ISBLANK or ISNOTBLANK
Currently when designing a policy within expense management you have the following conditional statements: Equal to / Not Equal to Grater than / Greater than or equal to less than / less than or equal to I would suggest add an addition two criteria: ISBLANK ISNOTBLANK This would allow policies ...
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.
Thanks,
Surya Vaidyanathan,
PM, Expense
Add ability for sysadmin to delete expense reports in Draft status
I understand that users can delete their own Draft status expense reports but there needs to be an option for the system administrator to do that for others users' reports as well. We have some old rejected expense reports for employees no longer with the company but no way of cleaning them up -...
Ability to delete incorrectly loaded credit card transactions in Expense Management
We have a scenario where a user by mistake imported credit card transactions twice for a particular month using standard D365 credit card transactions import functionality in expense management module. Also, in another month, they uploaded transaction but didn't sort descriptions properly due t...
This feature is available as part of 10.0.17 release . Please refer Credit Card Configuration for details.
Thanks,
Surya Vaidyanathan
Product Manager, Expense
Administrator
We plan to support this feature in the future.