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Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups

Tony Staples on 11/17/2020 12:31:53 PM
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 correctly and they may not have the knowledge on the correct tax treatment.

I would like to see the functionality created to allow the PROCESSING STAGE to split an expense. creating the ability to allocate Item Tax Groups, internal notes and amount - This would support expenditure types where splits need to be accommodated without the need for itemisation.

Ideally the functionality would be limited to work with the original line item value (avoiding any issue with workflow approval and changes in the approved amount)
Category: Expense Management
STATUS DETAILS
Under Review
Ideas Administrator

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.


Thanks,
Surya Vaidyanathan,
PM, Expense

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RE: Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups

Alicja Sobecka on 11/15/2023 8:16:34 AM

Hello,as a lot of the receipts have two/three tax rates applied it is making the work harder/longer as we have to reject the expense report with instructions how to split the line as it has to be done by the user. Often they are not aware which VAT rate they should use - it should be available to editing by financial reviewer side. Thanks! Alicja Sobecka, Financial Reviewer

Category: Expense Management

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RE: Expense Management - Processing Stage Create ability for finance to split expenses and Item Tax Groups

Mark Gray on 7/24/2023 4:27:46 AM

The mobile app should have the ability to split an expense so to allocate costs to different projects and their respective activities. example is shared costs air travel to two or three projects in a given country/region.

Category: Expense Management