Project ID in header to be inherited on the line level
When the User changes Project ID on the Expense report header record, the lines already entered will not be automatically updated with the new Project ID. This leads to wrong expenses on projects.
Perdiem alteration : Overnight stay as per Swedish legislation
As per Swedish legislation, a person is eligible for a Perdiem, only if they have stayed overnight. To add the feature to the system, so that the system's functionality complies to the Swedish law requirements.
Workspace-Expense Management-Expense Reports-Privacy Policies Immediate Review Required
When the User creates and Expense report with pre-set Policies and choses the same category twice over, the green tick appears as if there are no policy violations. This behavior by the system is confusing and can waste the User's time in trying to find on which line and which policy has been v...
Expense to be editable through Microsoft Excel Add-in
The User is unable to publish changes to D365. Currently the TrvExpTrabsEntity data entity has the only option of "Read only", which allows only for viewing and not editing Expense records through Microsoft Excel Add-in. This limits the Partners' and Customers' options to use this functionality t...
Case management Activity -> Responsible field should be unmade Mandatory.
When working with Case management the Activity can’t be closed either from the detailed or grid view unless the Responsible field is filled in with the value. This shouldn’t be the case especially in the events where Responsibility field which represent the team has a value. Another issue is that...
Expense Receipt Storage
We hereby make an official request for creation of additional official documentation on expense receipts; where they are stored etc. We need that for legal reasons, localizations and VATs. It's vital that more detailed documentation is created on that specific matter. Thank you in advance!