Rachael Harrington Dynamics 365 F&O Associate Director

When using workflow for general journals, the user will usually be working in the lines/journal voucher page and then want to submit the journal to workflow.

Currently, the workflow control is only available from the main general journals list page, so the user needs to go out of the lines view in order to use the workflow control to press submit. This is inefficient and for some users confusing. Would it be possible to add the workflow control to the lines/journal voucher page as well as on main general ledger journals grid in order to save the user doing this?

Give us the option to allow supplier invoices to be posted against projects which are in finished status. We may wish to turn a project to finish to allow no more costs to be committed e.g. no further time charged or POs raised. However we may still have outstanding receipted POs where we are awaiting supplier invoices. Currently we have to reopen the project just to post late supplier invoices

Currently users who have noted an error in the expense report or get verbal feedback from the reviewer need to contact sysadmin team to recall the expense in the workflow so they can edit it and resubmit. It would be better if the submitter (the user or their delegate) could recall/cancel workflow or otherwise bring their report back to draft to edit without relying on contacting sysadmin.

Give us the option to 'lock' expense attachments after a claim is approved, which would prevent an approver or finance staff member removing or editing the receipts attached to the claim once the expense claim is in approved status.

Currently it is possible to remove the attachments up until the claim is in 'processed for payment' status, which risks receipts which are needed for tax evidence from being lost and damages the integrity of the audit trail around expense approval.

If the above is not possible, consider adding a confirmation dialogue when a user presses 'remove' on an expenses attachment to reduce the chance that the receipt is removed in error.

Currently there is no system based control/approval over the use of journal reversal. To avoid risk including risk of non-compliance with our audit regulations, we are having to prevent anyone from being able to use this functionality. Please can Microsoft consider the introduction of either:

• A parameter that will allow reversals posted by 'reverse entire journal' to be routed to the applicable workflow for the journal type
• A parameter that would mean that rather than an automatic correction posting, a draft journal is created when the user clicks ' 'reverse entire journal' which would then go through existing workflow
• An out of the box workflow option for reversals

Currently, if a workflow attempts to route to a leaver (deactivated user), the workflow fails. Even sysadmins are not able to reassign it to another user. It is a pain to sort out these issues - as an example we have to take a PO to draft, change the orderer on a PO and take it back through approval, so that the invoice workflow which routes to the orderer does not fail.

As a team manager, our user would the ability to set up a delegate for a leaver, and this delegate continue to receive workflow items that would have

This could be achieved by updating workflow logic to, when it encounters a deactivated user, consider whether there is a delegate in place and route to the delegate before erroring.

Companies registered in Ireland are required to file an electronic return to the revenue whenever an employee expense claim is processed. This includes the total paid per employee across the following categories:

• remote Working per-diem of €3.20,
• vouched and unvouched travel and subsistence payments, and
• vouchers and trivial benefits covered by the Small Benefits Exemption ("SBE").

Due to the real time nature of the reporting (submitting the file on the same date as each expense payment), a manual or semi-manual reporting system is inefficient and costly for businesses. Advisors such as KPMG have advised businesses to generate these files from the expense management system where possible. This requirement is therefore likely to be part of the criteria for an expenses system for Irish based businesses or groups with Irish subsidiaries.

D365 expense management could help Irish companies easily meet this requirement by including a form to map expense categories in D365 to the reportable categories above, and the ability to generate the file in the submitable format.

Listed under AR but would also apply under AP

Often duplicate customers/suppliers are created in error in the same LE.

An automated merge function would be very useful. This would close one customer/supplier, transferring open transactions and ideally historic transactions to the other record which will be used going forward.