2

Expense management - Optimised APP dedicated to expense submission/approval

In Project management there is a dedicated APP for timesheet submissions and approvals. It would be great to develop an expense app with similar functionality, so users can capture receipts, create expenses on the go and upload when connected. The APP should work both online/offline allowing use...

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Category: Expense management (137)

STATUS DETAILS
New
4

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...

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Category: Expense management (137)

STATUS DETAILS
New
5

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 ...

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Category: Expense management (137)

STATUS DETAILS
New
5

Expense management Policies - Extend expense policies to include PROCESSING stage

Currently expense policies exist for user submission and approval, can the functionality be extended to include the finance PROCESSING stage? This would support setting policies for the FINANCE or EXPENSE MANAGEMENT team to control posting (or incomplete data). Specific instances where this woul...

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Category: Expense management (137)

STATUS DETAILS
New
1

Ability to Fix Several Fin Dims on Expense Categories Posting Profiles

At the moment we can only fix a main account to an expense category. Large organizations have complex Chart of Accounts and they do require to have the option to fix more than on fin dims for some expenses. This will enhance the front user system experience severely. Thanks

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Category: Expense management (137)

STATUS DETAILS
New
12

Expense management electronic reporting to Finnish income register

The Incomes Register is a Finnish national online database. It contains comprehensive wage, pension and benefit data at the individual level - “Payers report to the Incomes Register wages, fringe benefits, fees, non-wage compensations for work, and other earned income. Both tax-exempt and taxable...

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Category: Expense management (137)

STATUS DETAILS
New
1

BUG ID#514390,Expense report multiple info log error messages related to justification

Reference BUG ID#514390,Request release the fix in coming versions. Actual Results: System throws multiple error info log message which is related to justification text. Business Impact : This is caused lot of confusion on expenses report and its difficult to read message properly. Tested Ver...

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Category: Expense management (137)

STATUS DETAILS
New
1

Default category code for credit card import

As part of importing credit card transactions, the system defaults a category into the credit card transaction when its imported into an expense report if there is no category mapped to the merchant code of the transaction. There are a couple of challenges with this approach: - There is no way ...

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Category: Expense management (137)

STATUS DETAILS
New
1

Expense Management workflow needs request change

Expense management workflows do not have request change option. This is a major drawback particularly for credit card transaction but overall it is a major issue. For credit card transactions this means if the person responsible for approval does not believe the workflow originator has assigne...

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Category: Expense management (137)

STATUS DETAILS
New
2

Need the ability to configure the system how to update the expense report accounting date.

As the current behavior, there is only one option to update the accounting date to the First day of next open period. While for the real business scenario, the user need the system to provide an option or a parameter to allow posting the approved expense report on the date when the expense repor...

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Category: Expense management (137)

STATUS DETAILS
New