Expense Report transaction date and exchange rate fields should be editable with per-diem category type.
Customer wants Expense Report transaction date and exchange rate fields should be editable with per-diem category type. Currently in D365 F&O as per diem functionality the transaction dates are reflected based on start and end date at the time of expense report creation.
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...
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 ...
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.
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: ...
Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups
Currently in D365, options are limited when trying to process an expense charge that could have multiple VAT/Tax rates.... The only current way is to configure itemisation and you can then define an Item tax Group for each sub-category - This places the burden on claimant to enter the data correc...
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.
Thanks,
Surya Vaidyanathan,
PM, Expense
Expense Management Policies - Include in criteria ISBLANK or ISNOTBLANK
Currently when designing a policy within expense management you have the following conditional statements: Equal to / Not Equal to Grater than / Greater than or equal to less than / less than or equal to I would suggest add an addition two criteria: ISBLANK ISNOTBLANK This would allow policies ...
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.
Thanks,
Surya Vaidyanathan,
PM, Expense
Reset traveled mileage
Add a functionality to reset traveled miles for all employee at the end of financial or calendar year. This functionality has been requested by all EU clients so far.
Allow removal of expense without completing details
After creating a new expense in an expense report and entering a date, allow the removal of the new expense without having to first complete the expense category and transaction amount.
Where there is an Expense report delegate and Workflow item is Rejected, have the Work item directed to Delegate instead of user
We have multiple users that have delegates assigned to create, submit and manage their expense reports. Current workflow functionality returns rejected line items to the actual user as opposed to the user's delegate. We believe it would make sense to have the option for the rejection to be return...
Administrator
Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft