19

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 ...

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1 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

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

21

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...

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2 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas 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. 

In the initial KB release the datasource was not being set to expense report table on initial load. Clicking between document types and then back to expense will fix this, but it it isn't set on initial load. This updated KB has a fix so we set the button datasource to TrvExpTable by default so that the reset works when the form initially launches. 

Sincerely, 

Ryan Sandness

PM, Microsoft

14

Better visibility of Expense lines containing errors

Expense Reports propose several views including some with grids and some with tiles ( group by date, group by category). We should have a setup available to change the color of expense lines/ tiles containing errors so the user can quickly identify what needs to be corrected and why, without h...

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1 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. In the upcoming release of the expense management solution we've introduced a much more data-dense grid view to see many more lines at once and see a clear view of any rows containing errors or warnings. While this isn't a predefined view filtering to just these few lines, we believe it will accomplish the same goal of having a clear view to the employee for which lines have errors and warnings. 

This feature will be available aproximately June 2019. 

Sincerely,

Ryan Sandness

PM, Microsoft

13

Add "Required" as an expense report visibility option.

In the expense reports fields setup area of D365 for Operations, where expense report fields can be set to "Do not display", "Display", or "Read-only", add an option for "Required", making that field mandatory for population.   

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1 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We will release this as part of the new expense management solution available in approximately June 2019. 

Sincerely,
Ryan Sandness
PM, Microsoft

7

Single voucher per expense report

Hi,
D365fO creates multiple vouchers for each expense report transaction. This is pretty unfortunate especially if employees regularly submit expense reports with multiple positions as it makes reconciliation and payments more complicated and regularly results in questions from the emplo...

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2 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

 Thank you for your feedback. We released this feature as part of the 7.1 release.  You can find the parameter at Expense management > Setup > General > Expense management parameters.  The field is labeled 'Allow grouping of transactions based on offset account specified in payment method'.

 

Sincerely,

Sara Schilke

PM, Microsoft

8

Preview of Unattached Expenses by default

The Expense report right pane should be optimized and enable the preview by default of unatached expenses, so the users in charge of creating the lines can see by default the pending credit card transactions that can still be imported, select the ones to be added and import them into the Expen...

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We have much better visibiulity into unattached expenses as part of the new expense management workspace that will be available in approximately June 2019. 

Sincerely,

Ryan Sandness

PM, Microsoft 

7

Real Time visibility of Expense compliance with company policies

Today the policy violations an expense line may contain appear only once you submit the expense report, which in the end may contain many lines and make the search of error really painful. Having a preview company policy violations (there is a table with such info) or a summary of messages dis...

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

This has been delivered with the Power BI for expense management solution. See below for more information. https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/expense-management-content-pack

 

 

Ryan Sandness

 

Microsoft

5

Provide masking of the credit card number when credit card number is used as CardID

In release 1611, the credit card number is masked so only the last 4 digits are shown,. In July2017, this feature was removed. This is causing issues for my company. We use the credit card number as the Card ID, but do not want the entire number to show. http://www.dynamicconsulting.com/whats...

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature in the 8.1 release and as a 7.3 hotfix (KB 4465289). These are the new values under the expense management parameter for Enter employee credit card number.

Parameter

Enum Value

Description

Prevent card number entry

0

  • User is unable to enter any card number for an employee that would pass the Luhn algorithm, guaranteeing this is not a card number.
  • Customer can upload payment file with an identifier of their choosing. If they can use a unique identifier such as employee name and number that would be best. Otherwise if they have to us a number, we would recommend card number / ID of a maximum of 10 digits aligning to 6+4 suggestion by PCI.

Hash card numbers (store last 4 digits)

1

  • Full card numbers can be entered, but are immediately hashed upon record insert using SHA512 a salt value to help make it harder to brute force match the hash.  No Luhn check is performed.  The hashed value is stored. The last four digits of the card are also stored for display purposes.

Store card numbers

2

  • User is able to enter any card number, no Luhn check is performed.
  • The number is saved as entered 
  • The system only shows the last 4 digits once stored in the system This is required for our customers to be able to use the expense module if paying a card provider based on card number, such as AMEX.

 

 

Sincerely,

Ryan Sandness

PM

3

Same Vehicle type displayed multiple times

Mileage tier rates are setup based on the Mileage (Quantity) – multiple rates are setup for the same Vehicle type under the Expense category for the Expense type - Mileage. When an expense report is created using this Expense category, when the user clicks on the drop down on the field &...

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
Completed
Ideas Administrator

This has been fixed in a recent release of Dynamics 365 for Finance and Operations.