Ability to Post expense liability in currency different than master company currency
Expense Module: We have contractor and employees where their expense liability (currency in which they need to be paid) is in a different currency other than the master company currency. Need a way to post the liability to the contractor and the employee in the currency in which they need to be paid
Expense Management Mobile App does not support adding or editing Financial Dimensions
With the current design of the Expense Mobile App does not support adding or editing financial dimensions. Due to which the User has to go back to Web Client to Submit the Expense Report. If we have option to add or edit the Financial Dimension in Mobile App before Submitting Expense Report, it w...
Feature is now available as part of Expense Mobile App.
Expense Mobile App Version: 3.3.3383.1
Supported Dynamics 365 Finance & Operations Versions:
- 10.0.45 (10.0.2345.206 or later)
- 10.0.46 (10.0.2428.152 or later)
- 10.0.47 (10.0.2527.84 or later)
Add Cash Advance to Expense Delegation
Expense Delegation enables a user to submit an expense on behalf of another worker. Extend this functionality so that a delegate user can submit a cash advance requests on behalf of that worker as well.
We’re pleased to announce the completion of this functionality. This posting is provided “as is” with no warranties, and confers no rights.
Default descriptions - Expense report transaction - optional variables set up
Default descriptions - Expense report transaction - optional variables set up The user wants to have defaulted in voucher transaction description the information provided in the field Additional information from expense report line. They have tried to use the below default description setup: ...
Hi Team,
This issue was resolved in version 10.0.45 and has also been backported to version 10.0.44 under bug ID 1051618.
Regards
Mukesh Mutreja
Add Ability to Log Mileage Using Mobile App
Mobile App for Microsoft Dynamics 365FO does not allow logging of mileage. This is critical for many users.
We have released the new Expense management Mobile app. Mileage expenses can be created using the new Mobile app.
Below is the link for new mobile app.
Dynamics 365 expense management mobile app overview | Microsoft Learn
Ability to delete incorrectly loaded credit card transactions in Expense Management
We have a scenario where a user by mistake imported credit card transactions twice for a particular month using standard D365 credit card transactions import functionality in expense management module. Also, in another month, they uploaded transaction but didn't sort descriptions properly due t...
This feature is available as part of 10.0.17 release . Please refer Credit Card Configuration for details.
Thanks,
Surya Vaidyanathan
Product Manager, Expense
Add functionality to allow the delete of imported credit card expense transactions
If the CCTransID is different in the file customer could import the same transaction for the same day/worker/expense 10,000 times. IDEAS Portal should be raised to add functionality to allow the delete of imported credit card expense transactions.
Thanks,
Surya Vaidyanathan
Product Manager, Expense
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
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...
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
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...
Thanks,
Surya Vaidyanathan,
PM, Microsoft.
Administrator
This is planned for April wave 2022.