Expense management Policies - Extend expense policies to include PROCESSING stage
Currently expense policies exist for user submission and approval, can the functionality be extended to include the finance PROCESSING stage? This would support setting policies for the FINANCE or EXPENSE MANAGEMENT team to control posting (or incomplete data). Specific instances where this woul...
Cannot get an approved expense report back to draft status
Cannot get an approved expense report back to draft status
***[AX BUILD] ***
Customer: Application version: Dynamics 365_July2017 (7.2.11792.56024) and Platform version: 7.0.4679.35176...
Missing an All travel requisitions overview
An overview of `All travel requisitions` would be a great help to our customers, who have these as commitments on the projects, and the overview of which travel requisitions and their lines that exist. More or less the same functionality that exists for the expense reports = All expense reports, ...
Intercompany posting toggle parameter is disabled but still can change the legal entity when trying to split.
Hi Team,
Though we toggle the Intercompany posting parameter is still disabled but still can change the legal entity when trying to split.
Cash Advance - financial dimension validation prior to submitting to workflow
Currently, if a user creates a cash advance and forgets to fill in the financial dimensions or they are incorrect, the system will not catch the error until the 'post and transfer' step (finance). This causes delays in the process because finance will need to set the cash advance back to a dra...
Set up Mileage Rates for expenses as per Fiscal Year
For the UK, HMRC set the legally required reimbursement mileage rates and this is based on the Fiscal Year. Dynamics only records mileage based the calendar year and this is unable to be changed. There should be a solution to allow mileage calculations on the fiscal year. The manual work around ...
Default category code for credit card import
As part of importing credit card transactions, the system defaults a category into the credit card transaction when its imported into an expense report if there is no category mapped to the merchant code of the transaction. There are a couple of challenges with this approach: - There is no way ...
Thanks,
Surya Vaidyanathan,
PM, Expense
Expense Receipt Storage
We hereby make an official request for creation of additional official documentation on expense receipts; where they are stored etc. We need that for legal reasons, localizations and VATs. It's vital that more detailed documentation is created on that specific matter. Thank you in advance!
Add unattached receipts to the expense report form
Most of our customers want to use the Expense management Mobile App to record expenses. The unattached receipts is also one of the functionalities that they wish to use. Though when the unattached receipts have been synchronized to the form in D365. The great help would be to be able to directly ...
Thank you for your feedback. We will release this feature as part of the functionality in the improved expense management entry experience. This feature will be available approximately June 2019. Formal documentation will be available on docs.microsoft.com once available.
The new solution will have the abilty to add unattached receipts at the time of creating an expense report, attaching from the workspace at any time, or using a dedicated receipt screen for easier line-level matching.
Sincerely,
Ryan Sandness
Program Manager, Microsoft
Expense management - Optimised APP dedicated to expense submission/approval
In Project management there is a dedicated APP for timesheet submissions and approvals. It would be great to develop an expense app with similar functionality, so users can capture receipts, create expenses on the go and upload when connected. The APP should work both online/offline allowing use...
Administrator
Thank you for your feedback. This feature has been delivered in the 8.0 release and there are 7.2 and 7.3 hotfixes available.
KB4462583 and KB4462581.
The fix provided is a new form which provides the ability to reset an expense report, travel requisition, or cash advance. The form is available under Expense Management > Periodic tasks > Reset expense document status.
Sincerely,
Ryan Sandness
PM, Microsoft