63

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

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7 Comments

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Category: Expense management (125)

STATUS DETAILS
New
49

Number sequences in the Expense Management

In the Expense Management, any number sequence assignment is only enabled "through the back door" in the number sequence master table.

As in other modules, pls. provide a parameter setup form where you can assign number sequences directly in the module.

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Sara Schilke

PM, Microsoft 

39

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...

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3 Comments

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Category: Expense management (125)

STATUS DETAILS
New
35

Data Entity for Expense Lines

Create data entity in D365 for Operations to facilitate the population of a expense reports via excel upload.

There is an existing data entity for credit card uploads, but this isn't sufficient as credit card uploads cannot be deleted in the case of mistaken entry.

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4 Comments

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Category: Expense management (125)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Sincerely,

Sara Schilke

PM, Microsoft

34

Save possibility of addresses on Mileage expense lines

Many employees use Mileage, and mostly the same destinations occur. It would be great if there was a possibility to save employee specific addresses, that can be selected from a drop down. Or as the timesheet Save favorites functionality. Or even better, if it could be a possibility to save expen...

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3 Comments

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Category: Expense management (125)

STATUS DETAILS
New
32

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...

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2 Comments

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Category: Expense management (125)

STATUS DETAILS
New
29

Ability for Manager's to review expense reports already approved

Manager's need to have the ability to view their employee's expenses after approved to track spend against budget.  Should have the reporting ability to see department/operating unit as a whole, as well as drill down to specific expense lines for a given time period.  

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3 Comments

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Category: Expense management (125)

STATUS DETAILS
Planned
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

26

Opening multiple attachments in an Expense report

In the Expense report form, we are not able to select and open multiple attached expense receipt files at the same time. We have to save the expense receipts in a file and open individual receipt file which is time consuming. It would be good, if we can have the option to select and open multi...

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2 Comments

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Category: Expense management (125)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Sincerely,

Sara Schilke

PM, Microsoft

25

Copy Expense report - Split is ignored

When user creates a new expense report using copy functionality - system will not copy accounting distribution. The split is ignored.

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1 Comments

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Category: Expense management (125)

STATUS DETAILS
New
23

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.

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0 Comments

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Category: Expense management (125)

STATUS DETAILS
New