Different Per Diem rates for travel to multiple locations in single trip
Ability to create a single expense report for per diem for a user that has traveled in the same trip to different locations. The user should receive a per diem rate that is reduced on the travel days, first and last, but only reduced on the rate that is for the location the user is flying to. Th...
Cash Advance - financial dimension validation prior to submitting to workflow
Currently, if a user creates a cash advance and forgets to fill in the financial dimensions or they are incorrect, the system will not catch the error until the 'post and transfer' step (finance). This causes delays in the process because finance will need to set the cash advance back to a dra...
Ledger to Expense Management reconciliation for Cash Advances
Similar to the way we have a ledger to AP reconciliation report, we need the ability to reconcile against the cash advance balances within the expense management module.
Expense Management - retain link between receipt and expense line after deleting from expense report
When an expense line is removed from the expense report and it becomes available to be attached to a new expense report, the link between the expense line and the receipt has been broken when it was removed from the original report. For users that have already associated the receipt with the e...
Ability to have "Known as" name displayed in D365FO and in notifications while keeping Legal Name as First and Last Name
The system should allow the 'Known as' name, which would be the preferred name that an employee goes by, to be displayed on all forms throughout the system (Workflows, PR requestor, Expense Reports, email notifications, username etc). This field would allow the legal name to be used as well fo...