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
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.
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...
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
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.
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
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...
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
Administrator
This is planned for April wave 2022.