Emily Stockton Associate Functional Consultant

When keying in a lease, there is a field titled "Security deposit reminder date." Users can input a date to be reminded of a lease's security deposit to be refunded. However, no reminder is actually generated from this field.

I'm proposing that this field generates a reminder in which users can receive an action center notification or email, similar to other D365 alerts.

For example, if I input a date of "7/18/2024", I should receive an action center notification and/or email on 7/18/2024, stating that the security deposit for a particular lease is due.

K records are somewhat of a new thing when it comes to filing your 1099s. Near the end of the file, K records will be categorized by state code. Currently, D365 doesn't support including this data in the out of the box export file (Accounts payable > Periodic tasks > Tax 1099 > Vendor Settlement for 1099s > Create export file).

I'm proposing that K records be supported when creating an export file within F&O. The system could group values by using the codes configured in the "Combined federal/state filing codes" screen.

Many clients require K records to be included when filing 1099s, so I think this could be a very valuable addition.

When a user needs to enter a mileage expense, they would choose the mileage expense category and key in the number of miles to be expensed. The current system functionality doesn't calculate the total at the bottom of the screen until the user clicks the refresh icon.

If users do not select the refresh icon to calculate the total, they will receive an error that keeps them from entering the expense. This is due to the mobile application having no initial knowledge of the tiers (confirmed by the product team engineer). Unfortunately, this has led to some confusion for users as they expect the total to automatically calculate for them.

I am suggesting that the mobile app automatically calculates the total for mileage expenses, rather than relying on the refresh button to be selected.

This idea is to propose that the expense management mobile app also displays the expense category name, for usability purposes.

Once expenses have been added to the mobile application, users only see the category icon and merchant value on the "Expenses" tab. When users create a new report and choose "Attach expenses", they only see the Merchant name (if this value was keyed in/selected when the expense was created). Even icons are not displayed on this form.

Not displaying the category name can create confusion for users as there are so few icons available and sometimes, the icons aren't shown.