Microsoft Idea

Ability to delete incorrectly loaded credit card transactions in Expense Management

Rohit Bansal on 1/24/2019 10:52:31 AM

We have a scenario where a user by mistake imported credit card transactions twice for a particular month using standard D365 credit card transactions import functionality in expense management module.

Also, in another month, they uploaded transaction but didn't sort descriptions properly due to which the expenses show incorrect description.

In both the scenarios, we should be able to delete the transactions from credit card transactions form and reload them correctly. While the transactions are in credit card transactions form, they are not committed transactions and should be able to delete.

STATUS DETAILS

Completed

Surya Vaidyanathan (administrator) on 5/18/2021 5:00:32 AM

This feature is available as part of 10.0.17 release . Please refer Credit Card Configuration for details.

Thanks,
Surya Vaidyanathan
Product Manager, Expense

Comments

RE: Ability to delete incorrectly loaded credit card transactions in Expense Management

Esther Paradoski on 12/4/2020 4:37:57 PM

I find it hard to believe this capability doesn't already exist and this "Idea" is almost 2 years old and it is still at status "New" and no response from Microsoft.

Category: Expense Management

RE: Ability to delete incorrectly loaded credit card transactions in Expense Management

Lawrence McDermott on 7/15/2020 10:38:04 AM

Agreed, we have had a few instances already where we have needed to contact MS to delete some transactions for us.

Category: Expense Management

RE: Ability to delete incorrectly loaded credit card transactions in Expense Management

Kerstin Newman on 3/4/2020 7:38:49 PM

We need this as well. Transactions get loaded incorrectly, or get duplicated by accident, and there is no way we can delete them currently other than posting them and reversing the entries, which is not ideal as they should just be deleted.

Category: Expense Management