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 ...
Dynamics 365 Expense special occasions to better support audits
Wish there is a special occasion option when enter expense journals for the end users, for purpose to better support audits, in the event employee may had additional guests, VIPs, client courtesies, or other. Not featuring a special occasion checkbox, potential eligible expenses maybe better aud...
Dynamics 365 Projects travel expenses advanced paid and planned
Wish there is potential option to advance planned and paid travel expenses, not featuring an advanced expense paid and planned travel expenses, human resources may not easily potentially offer paid travel vacation expenses or employee paid expenses other. (e.g. VIP personnel, executive, employee ...
Rejected workflows to follow full approval process rather than redirect back to rejector
Currently, in a multi level workflow, if an expense is rejected by any level higher than level 1, upon resubmission, it goes back to the rejector, by passing those who have previously approved. The issue here is that the previous approvers approved on basis of a certain amount/documents, all of w...
Mandatory from and to addresses in expense Management
Under the Expense category "Milage" one can set the To-address to "recommended", it is not possible to set it to "required". Not even if the expense field visibility is re-imagined. I would like to see both the From and To address field to be visible and that these field can be set op Required. I...
When a travel req line is created and saved, user is not able to go back and edit
When a travel requisition line is created and saved, user should be able to go back and edit. Currently, the expense category is greyed out. Workaround is deleting the line then adding a brand new line.
The filter in Admin expense analytics tab, in Employee statistics sheet, in Expense management workspace to allow filtering for employees that are already configured in the particular legal entity and to not filter by the default demo employee - Julia Funderburk
The filter in Admin expense analytics tab, in Employee statistics sheet, in Expense management workspace to allow filtering per employees that are already configured in the particular legal entity. Currently the system applies filter by default for Julia Funderburk who is a demo employee and is n...
Expense report rule doesn’t work to control the credit card importing & add unattached expenses.
The expense rule only works when manually entering the expense line, need to enhance the function to control the credit card importing.
Dynamic 365 Project operations Expense management Travel restrictions
Wish there is an option to easily setup travel restrictions or easily option to travel registrations, for purpose to advanced prevent ledger entries (e.g. hotel, airline, or other (due to discounts, customer or line of service, or other)).
Administrator
This can be achived by using workflow configurations.