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Olivier Couturier

Olivier Couturier

Joined: 1/30/2023

  • Creditor Reference not recognized

    Wed, 08 Jul 2020 13:15:16 GMT – Dynamics 365 Finance – Needs Votes 

    We can receive QR Bills with Creditor Reference according to ISO 11649. D365FO doesn't recognize this format and it is not possible to post a transaction with such reference. Since it is an international format, called to be used by other countries, this format should be managed by Dynamics.

  • Mileage - Enable distance calculation

    Fri, 16 Feb 2024 14:02:43 GMT – Dynamics 365 Project Operations – New 

    Hi


    It would be interesting to enable the distance calculation in the New Expense App or in the new workspace. Employee would just have to enter the starting and destination addresses and select the more convenient map for him. It would replace the current field where the employee has to enter himself the distance.

    For the employee, it would be a better experience.

    For the controlling team, it would mean less control to provide for this kind of expense as they know that the distance has been calculated by the app.

    For both, the work is facilitated and made easier.

  • Consistency checking between receipt and expense

    Fri, 16 Feb 2024 14:16:42 GMT – Dynamics 365 Project Operations – New 

    Hello


    As we now have the possibility to use OCR with the new Expense App and Workspace, it would be very useful to put in place consistency checking between the receipt and the expense. Indeed, when credit card transactions are integrated, the employee just has to attach a receipt but the system doesn't try to do first checks. The controlling team must then open up the receipt to ensure that it corresponds to the expense.

    OCR is able to extract data from the receipt and AI should be able to compare amount, merchant, credit card... Only credit card transactions with a certain level of confidence would be submitted to workflow.

  • New Expense App - Dimensions

    Fri, 16 Feb 2024 14:30:45 GMT – Dynamics 365 Project Operations – New 

    Hello


    In the New Expense App, it is currently not possible to see and edit the financial dimensions.

    The goal is to make them available the financial dimensions in the App and to also have the possibility to split them.


    The employee has to use D365 to adjust them, so for some of them the App is not useful...


    Thanks

    Olivier

  • Expense App and OCR: Store more data from receipts and enable

    Tue, 27 Feb 2024 07:43:36 GMT – Dynamics 365 Project Operations – New 

    Hello


    Currently, Supplier, date and amount are recognized and stored in a table.

    In order to facilitate the matching between the receipt and the expense, il would be helpful to also store the credit card number if it is on the receipt and the invoice\receipt number.

    The credit card number may be used to match the receipt with the expense even more if expenses are imported from banks.

    The invoice\receipt number may ensure that it is used only once.


  • Recognition batch processing with cut off date

    Tue, 27 Feb 2024 09:45:36 GMT – Dynamics 365 Finance – Needs Votes 

    Hi


    Currently, when we use the recognition batch processing, only schedule lines with an end date earlier than the current date are recognized.

    It would be useful to have the possibility to specify a cut off date in the parameters in order to recognize schedule lines even in the future.


    Rgds