67

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 (140)

STATUS DETAILS
Needs Votes
65

Post Expense transaction on the Expense report posting date not on the transaction date

At the moment, depending on the Expense management parameter set up, Expenses invoices and GL transactions are posted on the date added on the Expense report line or, if period is closed, on the 1st day of the open period. An option to post expense transactions on the posting date would bring a ...

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2 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
60

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 (140)

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 

43

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 (140)

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

42

Expense Management Travel Requisition functionality is limited when reviewing and approving expense reports

The current travel requisition/expense report works in the following way: There is a Expense Management parameter requires travel to be pre-authorized before claiming the expense. The flag is "Pre-authorization of travel is required". With this switched on, Expense reports must have a travel re...

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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
41

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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4 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
37

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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4 Comments

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Category: Expense management (140)

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

29

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 (140)

STATUS DETAILS
Declined
Ideas Administrator

This capability is not being considered for the near future. 

Thanks,

Surya Vaidyanathan

PM, Expense

 

26

Access to expense workspace and expense reports even when not being a worker

When trying to access the workspace and the forms below, you will get an error if you are not created as a worker in the system. That makes no sense! This customer is implementing D365FO for a sub-division only, but workers employed in the main company will be performing certain tasks in D365FO, ...

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0 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes
23

MobileApp: to have captured expense receipts to auto populate date, amount etc.

The Expense management Mobile App could be more helpful to the users. The users in general find the Expense handling in D365 and the Mobile App quite heavy and not so user friendly. One of the wishes was that the App helps the user a bit more. As when a user has captured a receipt on the Mobile A...

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2 Comments

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Category: Expense management (140)

STATUS DETAILS
Needs Votes