Suggest a new Idea

    • 21

      Save possibility of addresses on Mileage expense lines

      Suggested by Nives KresojevicNew 1
      Category: Expense management

      Many employees use Mileage, and mostly the same destinations occur. It would be great if there was a possibility to save employee specific addresses, that can be selected from a drop down. Or as the timesheet Save favorites functionality. Or even better, if it could be a possibility to save expense lines as favorites, and then to be able to reuse them.
    • 21

      Cannot get an approved expense report back to draft status

      Suggested by Maharaja Govindaswamy KrishnamoorthyCompleted 2
      Category: Expense management

      Cannot get an approved expense report back to draft status


       


       


      ***[AX BUILD] ***


      Customer: Application version: Dynamics 365_July2017 (7.2.11792.56024) and Platform version: 7.0.4679.35176 (Update11)


      Internally tested on: 


      Application 7.2 (7.2.11792.56024) and Platform: 7.0.4679.35176 (Update 11) <replicated>


       


       


      Business Process



      1. Describe in non-technical terms the issue – what is the customer trying to do (business process)


      Business Focused Problem Description


      The customer needs to correct an approved expense report with incorrect fields, but it is not possible to edit them.


      To edit approved expense report, the function to get an approved expense report back to draft status is very much needed for the customer.


      Timesheet has the function to reset workflow status to draft.


       


      Dynamics 365 Finance and Operations > Project management and accounting> Periodic > Timesheets > Reset workflow status


       


      They request us to add the same function to Expense report workflow.


       


      <Issue Details>


      Pre-requisite: Create an expense workflow with Auto approve condition.


       


      For the first issue:



      1. Create an expense report from Expense management > My expenses > Expense report.

      2. Add a new record.

      3. Enter the details of any expense.

      4. Specify the Project ID on the header level.

      5. Do not specify the details in the Description text.

      6. Enter the transaction date as 10\10\2001 for the expense line.

      7. Save and submit the Expense report.

      8.  


      For the second issue:



      1. Create an expense report from Expense management > My expenses > Expense report.

      2. Add a new record.

      3. Enter the details of any expense. Do not specify the Project ID on the header level.

      4. Specify the Project ID on the line level.

      5. Do not specify the details in the Description text.

      6. Save and submit the Expense report.


       


      For the third issue:



      1. Create an expense report from Expense management > My expenses > Expense report.

      2. Add a new record.

      3. Enter the details of any expense. Do not specify the Project ID on the header level.

      4. Specify the Project ID on the line level.

      5. Save and submit the Expense report.


       


      As the expense report are set for Auto approve, the report gets approved, but it is not possible to edit these fields later, which is very much needed for our records.


      THE ASK :


      They request us to add the same function to Expense report workflow.


      Business Impact



      1. What is the business impact to the customer?


      There is no way to correct expense reports with incorrect fields on D365fFO. As results, the company cannot pay expenses to their employees correctly.


       



      1. How does the problem impact their business and how bad is it? (Ability to bill, revenue loss, sales etc).


      There is a possibility that the company cannot pay expenses to their employees correctly.


       



      1. How frequently does this issue occur?


      Every time when employees submit expense reports with incorrect fields.


       



      1. Is there a workaround? If so, is the customer applying the workaround?


      No workaround on D365fFO. In previous AX, they were able to rectify these issues on their own using tablebrowser. But on D365fFO they cannot have any option other than to approach Microsoft to ask modify fields.


       



      1. How many users are affected by this issue?


      All employees


       

    • 20

      Number sequences in the Expense Management

      Suggested by Hansjuergen MuellerPlanned 0
      Category: Expense management

      In the Expense Management, any number sequence assignment is only enabled "through the back door" in the number sequence master table.


      As in other modules, pls. provide a parameter setup form where you can assign number sequences directly in the module.

    • 16

      Ability for Manager's to review expense reports already approved

      Suggested by Meredith CampbellPlanned 2
      Category: Expense management

      Manager's need to have the ability to view their employee's expenses after approved to track spend against budget.  Should have the reporting ability to see department/operating unit as a whole, as well as drill down to specific expense lines for a given time period.  

    • 15

      Reversing expense report lines

      Suggested by Microsoft – Planned 1
      Category: Expense management

      When creating a new expense report, it would be nice to allow selecting posted expense report line to create reversing line automatically. This will be more efficient and avoid manual entry errors
    • 14

      Opening multiple attachments in an Expense report

      Suggested by Microsoft – Under Review 1
      Category: Expense management

      In the Expense report form, we are not able to select and open multiple attached expense receipt files at the same time. We have to save the expense receipts in a file and open individual receipt file which is time consuming. It would be good, if we can have the option to select and open multiple attached receipt files at one go.

    • 14

      Data Entity for Expense Lines

      Suggested by Josh KnoxPlanned 1
      Category: Expense management

      Create data entity in D365 for Operations to facilitate the population of a expense reports via excel upload.


      There is an existing data entity for credit card uploads, but this isn't sufficient as credit card uploads cannot be deleted in the case of mistaken entry.

    • 13

      Ability to Post expense liability in currency different than master company currency

      Suggested by Donna DeckNew 1
      Category: Expense management

      Expense Module: We have contractor and employees where their expense liability (currency in which they need to be paid) is in a different currency other than the master company currency. Need a way to post the liability to the contractor and the employee in the currency in which they need to be paid
    • 11

      Add "Required" as an expense report visibility option.

      Suggested by Josh KnoxUnder Review 1
      Category: Expense management

      In the expense reports fields setup area of D365 for Operations, where expense report fields can be set to "Do not display", "Display", or "Read-only", add an option for "Required", making that field mandatory for population.   

    • 11

      Better visibility of Expense lines containing errors

      Suggested by Laurent GermesPlanned – Mid-Term 1
      Category: Expense management

      Expense Reports propose several views including some with grids and some with tiles ( group by date, group by category). We should have a setup available to change the color of expense lines/ tiles containing errors so the user can quickly identify what needs to be corrected and why, without having to go through all the lines to detect a potential error ( a reports may contain several pages). a predefined view "expense lines in error" showing only lines with some conflict would be helpful too.