Auto Matching capability is not available as a feature on Expense Management Mobile App
As confirmed by MS Product team, Auto Matching capability is not available as a feature on Expense Management Mobile App.
The feature is currently available only in FnO framework.
Please consider developing this to Mobile app as multiple organizations require.
Sales tax group is not defaulted on the Expense line for imported credit card transactions
In D365 F&O, imported credit card transactions currently does not default in with the sales tax group once added to an expense report.
This is logged through the LCS query raised numbered as 658188 Sales tax group is not defaulted on the expense line for imported credit card t...
Expense Management App improvement ideas
Scenario 1:
a) The app currently does not support built-in push notifications. Users responsible for approvals should receive notifications directly within the app.
b) Similarly, when an expense is rejected, the submitter should be notified and be able to vi...
Filter coworker list in Expense Management to show active employees only
The Co‑workers lookup used for guest expenses includes all worker records, including terminated or inactive employees. The lookup does not respect employment end date, worker status, or active user status.
This results in long and confusing coworker list...
Expense Management Release notes are segregated with Project and Operations which is creating high risk for Businesses that use only Finance and Operations
Business Problem -
Expense Management, which is predominantly used in Finance, has periodically been a part of Finance or Supply Chain release notes which is not current situation. However, the current release notes relat...
Expense management - VAT rate is not the same
We have a situation where a receipt could be uploaded using OCR with different VAT rate calculations for e.g. eat in/eat out, sugar tax.
When the user uploads the receipt, the VAT is calculated at 20% but depending on the item, product, situation the VAT could be variable.
The VAT ...
Expense report status does not update to Paid
Current Issue:
Once a cash advance is approved, its status is shown as Paid. However, in the linked expense reports, there is no option to select Paid as the status; the only available status is Processed for Payment.
The Expense Management PowerApp currently lacks the ability to name pictures and enter notes
The Expense Management PowerApp currently lacks the ability to name pictures and enter notes, a feature that was available in the old Dynamics app.
For employees travelling a lot, it is of importance to be able to name pictures and enter notes.
Workflow history and workflow notifications in Expense app
I have several customers who want the expense app to show workflow history/notifications so that employees can see why an expense has been rejected, for example.
It should be easier to see if an expense has been rejected and why.
In the upper left corner, you have the “person” ico...
Intercompany expense report financial dimensions
When creating a local expense report, and selecting the project on the header, the financial dimensions are defaulted from the project setup
When creating an intercompany expense report (selecting a different legal entity and project on the header) the financial dimensions are...