Ability for Manager's to review expense reports already approved
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.
Export to CSV should include proper headers
Users frequently want to export data to Excel to analyze. Unfrotuantely, when they export many of the reports, they show as stacked, and require manipulation to be usable. Export to CSV is the only option, but the headers appear as "textbox_1, textbox_2". According to Microsoft, this is by des...
Expense Management - Expense Report Amount Paid to Employee should be accurate
Currently when an expense report is entered for multiple payment methods, the totals for the amount paid to employee do not calculate properly. This is a bug and causing users to doubt the capabilities of Dynamics. Scenario 1 - Employee enters expense report for mileage and meals. Meals are pu...
Enable click through to Expense Report on Credit Card Transactions
On the out of the box report available via Expense Management > Period Tasks > Credit Card Transactions you can see credit card transactions for your employees and includes the Expense Report Number hyperlink. However, when clicking on the hyperlink the system provides an error that "Unable to V...
Deduction Workbench - Add writeoff/deny date
Currently the Deduction Workbench allows you to view information regarding the reason codes for the various write-offs and deduction denials. Our accountants would like to be able to see the layout with the date that the deduction was posted to the GL which would correspond with the modified dat...