Access to expense workspace and expense reports even when not being a worker
When trying to access the workspace and the forms below, you will get an error if you are not created as a worker in the system. That makes no sense! This customer is implementing D365FO for a sub-division only, but workers employed in the main company will be performing certain tasks in D365FO, ...
Copy Expense report - Split is ignored
When user creates a new expense report using copy functionality - system will not copy accounting distribution. The split is ignored.
Reversing expense report lines
When creating a new expense report, it would be nice to allow selecting posted expense report line to create reversing line automatically. This will be more efficient and avoid manual entry errors
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Opening multiple attachments in an Expense report
In the Expense report form, we are not able to select and open multiple attached expense receipt files at the same time. We have to save the expense receipts in a file and open individual receipt file which is time consuming. It would be good, if we can have the option to select and open multi...
This capability is not being considered for the near future.
Thanks,
Surya Vaidyanathan
PM, Expense
MobileApp: to have captured expense receipts to auto populate date, amount etc.
The Expense management Mobile App could be more helpful to the users. The users in general find the Expense handling in D365 and the Mobile App quite heavy and not so user friendly. One of the wishes was that the App helps the user a bit more. As when a user has captured a receipt on the Mobile A...
Reset traveled mileage
Add a functionality to reset traveled miles for all employee at the end of financial or calendar year. This functionality has been requested by all EU clients so far.
Make Cash Advance as Functional as Expenses
Unlike Expenses, there is no form to view ALL Cash Advances (only "approved and paid, approved, and cash advances for my review).
Additionally, unlike expenses there is no print button to print out a formatted report of cash advance requests. The browser does not handle basic print-to-...
Thank you for the feedback. This is currently not in our roadmap. Please upvote this idea if you consider this to be useful for your Organization.
Thanks,
Surya Vaidyanathan
Product Manager, D365 Expense
Allow removal of expense without completing details
After creating a new expense in an expense report and entering a date, allow the removal of the new expense without having to first complete the expense category and transaction amount.
Per diem rate tiers
It would be a great help if the Per Diem set up for the `Per diem tiers` table could be made a bit more user friendly, as adding a possibility to copy the setup or reuse it. Right now, when you have to create a new setup for a location that is valid for a new year (e.g. period January-December 20...
Financial dimensions for Expense document should be defaulted from connected vendor account and not an employee account
When creating expense reports financial dimensions default from employee account.
When a business wants to track expense transactions by financial dimension vendor, the only option is to add vendor dimension value to the financial dimensions on the employee's account.
...
Administrator
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, Expens