Currently in Microsoft Dynamics 365 FO, in the expense management module we have the ability to set up expense category to be use in project. This setting allow us to post the expense on project using project ledger account displayed on the expense category when the setting "use in project" is set to yes.
Unfortunately, when we use this setting both with a miscellaneous expense type, which allow us to create expense subcategory, ledger account and sales tax groupe set on the subcategory level do not override those already set on the expense category.
As a result, users can set up expense category on project with subcategory, hopping to use different ledger account and sales tax on the itemization level but the system will record only one ledger account and sales tax group, those set on the expense category level.
To conclude, either Microsoft disable subcategory when "use in project" is set to yes (which drive us to set up one expense category by ledger account / sales tax group combination), either (and this will be the better improvement) they find a way to link subcategory ledger account and sales tax group to the expense report when "use in project" is set to yes.
I hope their will be enough people to vote for this improvement to see it in the next release.
Regards,
Comments
Agree with this proposal. On top of it, it should be possible to define the accounts in the project posting profile (f.eg. Cost) on that Sub-category level and not stay on the Category level. This would allow to enter project budget for Expenses on the "Parent" category while still having the details in the Expenses.
Category: Expense Management
Dear MS, I cannot seem to up vote this via IE, Chrome.. The screen goes blank near the icon and nothing happens. But I can upvote other ideas...
Category: Expense Management
I agree, when having categories across the two areas, to make it easy for the user, its critical this works well, Since the system allows the categories to be shared across entities and modules
Category: Expense Management