Improving the functionality of the expense management workspace
The expense management workspace currently has a limitation when the expense re-imagined feature is enabled as it prompts error" The activity number is missing. The project that is associated with this expense requires you to enter an activity number, with a postponed bug (675860).
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Expense Management - Expense Report Amount Paid to Employee should be accurate
Currently when an expense report is entered for multiple payment methods, the totals for the amount paid to employee do not calculate properly. This is a bug and causing users to doubt the capabilities of Dynamics. Scenario 1 - Employee enters expense report for mileage and meals. Meals are pu...
Import or register "Expense Estimate" records in bulk in a project record form
On "Expense Estimate" tab in a project record form, users must manually a record one by one.
When creating "Expense Estimate" on it, it takes some to process.
Users would like to register multiple "Expense Estimate" records on it, but it takes a huge time.
It would be great f...
Ledger to Expense Management reconciliation for Cash Advances
Similar to the way we have a ledger to AP reconciliation report, we need the ability to reconcile against the cash advance balances within the expense management module.
RSAT - Introducing test step delay -especially during workflows
Hello - As part of RSAT improvements, it will be good to have an option for end user to introduce delay between two particular steps as this will greatly help to automate and complete the business processes involving workflows Workflows take about 1 minute (minimum time that can be configured in...
Where there is an Expense report delegate and Workflow item is Rejected, have the Work item directed to Delegate instead of user
We have multiple users that have delegates assigned to create, submit and manage their expense reports. Current workflow functionality returns rejected line items to the actual user as opposed to the user's delegate. We believe it would make sense to have the option for the rejection to be return...
Travel Expense & Sustainability Co2e Calculation
Hi,
Can we please get a functionality similar to the one described in this blog post (Sustainability Accounting – Getting Started (Travel ...
Workspace-Expense Management-Expense Reports-Privacy Policies Immediate Review Required
When the User creates and Expense report with pre-set Policies and choses the same category twice over, the green tick appears as if there are no policy violations. This behavior by the system is confusing and can waste the User's time in trying to find on which line and which policy has been v...
Allow PDF attachments on Expense Management D365 App
The mobile app in D365, does not allow PDF files to be attached from the phone. Here is what i got from the Support Engineer at Microsoft, "I have investigated and confirmed with our product team that unfortunately uploading PDF files through the Dynamics Mobile App’s expense workspace is not su...
Workflows (View history) - improve user friendliness
The new tab `Tracking details list` that has been added to the T&E workflows (and this comment applies to all workflows in general) should by default be collapsed, and not be open as it is by default today. The same applies to the General tab. I have not had one customer who has not commented on ...
Administrator
We will investigate and consider it for a future release