Ability to limit expense categories visible to employee groups
We have certain expense categories which would only be used by certain types of employees. The ability to setup filters by some employee criteria (i.e. department, position) would be very useful, both in providing more concise lists of choices, and limiting opportunities for incorrect categories ...
Delegation Workflow - Requester/Submitter
It would be nice to have the option to set up the expense report approval workflow so that if a delegate submits expenses, the requester (person who incurred the expenses) gets to see/approve the expense report before it gets submitted to their manager. This is a functionality that is available ...
Mobile app expense management financial dimension selection
On expense management mobile app, we can create expense reports and expense lines but we can't select financial dimensions. For businness needs, we should select dimensions, else we can't get correct voucher when we post expense report.
Missing Functionality Project/Category Validation for Expense Report
I had worked with Microsoft support team and they found this functionality wasn't available in current version of D365FO. They suggested to post this on this portal to get review. This is regarding Project/Category Validation Functionality. Let’s say our Project/Category validation ON/set Man...
Expense to be editable through Microsoft Excel Add-in
The User is unable to publish changes to D365. Currently the TrvExpTrabsEntity data entity has the only option of "Read only", which allows only for viewing and not editing Expense records through Microsoft Excel Add-in. This limits the Partners' and Customers' options to use this functionality t...
Perdiem alteration : Overnight stay as per Swedish legislation
As per Swedish legislation, a person is eligible for a Perdiem, only if they have stayed overnight. To add the feature to the system, so that the system's functionality complies to the Swedish law requirements.
AEAT receipt certified picture
Certification of image so that it is accepted by the AEAT and the physical receipt can be dispensed by the users of the expense management module when it is captured by the system.
Ability to view the receipts attached to each of the lines when in Grid view in the Expense Report
1. Create an Expense report. 2. Create 2 Expense line within the Expense report and attach a receipt for each Expense line. 3. Change view to Grid view. 4. In the Grid view, User will be able to see that the Receipts has been attached on each line, but there is no standard functionality that a...
Dynamics 365 Unified Operations
In the mobile app when a user get the notification that they have an expense report to approve and they hit the option is will only show them expense reports in the company they are defaulted to or currently in. We have 18 companies and the users does not know what company to switch to t...
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft
Distribute amounts does not use accounts from subcategories on Itemized Expense transactions
- Having this functionality would limit the need for AP to review transactions for the correct accounts or having to correct the posting with a general journal entry after the fact.
- Workers select to break-down the sub-categories of the expense based on company polic...
STATUS DETAILSNeeds Votes
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Sara Schilke
PM, Microsoft
Administrator
Thanks,
Surya Vaidyanathan,
PM, Microsoft.