Add Financial Tags to Expense Reports
Adding financial tags to the expense report experience (similar to Accounts Payable) would allow us to post valuable data to the General Ledger that is not possible today.
D365 Expense Mobile App Improvements
I have reviewed the new Expense Management App and currently the App is quite basic and needs improvements before companies can make full use of the app.
Improvement suggestions
-Parameters in D365/App that allows companies to configure additional fields...
Add general budget reservation and add control budget
In the expense management module, it should be possible to attach a general budget reservation to expense
In order to use this exepense management module for the public sector:
1) it would be necessary to provide for the possibility of attaching a budgetary re...
D365 Expense Management Mobile App should support pdf as receipts too
Currently only images are allowed to be attached as receipts in the D365 Expense Management Mobile App. PDFs should also be allowed, and OCR should also work on it.
Enable Project ID in Expense Report Header in D365 Expense Management App
In D365 Expense Management App, The project Id can only be added in Expense lines. It should be allowed to enable the Project id field feature at expense report header level too.
Expense App and OCR: Store more data from receipts and enable
Hello
Currently, Supplier, date and amount are recognized and stored in a table.
In order to facilitate the matching between the receipt and the expense, il would be helpful to also store the credit card number if it is on the receipt and the invoice\receipt number.
Include missing expense types "Mileage" and "Per Diem" in the report "Expense types per employee"
The report that I want to generate is specifically identified as "Expense types per employee", but it is missing the Mileage and Per diem expense types identified by the system, we would like to include those in the report, instead of generating three different reports separately to see everyt...
Expense management add-ins in D365 Finance for France LCS central
We cannot use in France the Expense management Addin for OCR if we are in the French LCS.
We must be in the Europe LCS.
Can we have the possibility to have it available in the French lifecycle services.
New Expense App - Dimensions
Hello
In the New Expense App, it is currently not possible to see and edit the financial dimensions.
The goal is to make them available the financial dimensions in the App and to also have the possibility to split them.
The employee has to use D365 to ...
Consistency checking between receipt and expense
Hello
As we now have the possibility to use OCR with the new Expense App and Workspace, it would be very useful to put in place consistency checking between the receipt and the expense. Indeed, when credit card transactions are integrated, the employee just has to attach a re...