01
Enable number sequence configuration in expense parameters form
This feature enables the configuration of number sequence for expense documents from expense management parameters form.
Expense reports re-imagined enhancements
This feature enhances the re-imagined expense experience by introducing capabilities like workflow history, travel requisition mapping, and more.
Use expense mobile application for intuitive expense entry experience
Users will be able to use the Dynamics 365 Expense Mobile App after enabling this feature.
Enable managing receipts for itemized expense lines.
The user would be able to upload/attach receipts to the itemized expense lines using this feature. Approvers would also be able to see the receipts attached to the itemized lines.
Ability to post expense liability in vendor currency for cash payment method
On enabling this feature, expense reports will be posted in a vendor currency for the cash payment method.
Auto default "Intercompany project category" in expense mobile app
Enabling this feature will auto default "Intercompany project category" in expense mobile app based on the selected expense category.
Post tax to next open ledger fiscal calendar period in an upcoming year until which periods are on hold or closed
Tax for an expense report is currently posted with an empty date when the ledger period within the current and next fiscal year is on hold or closed.
Mileage totals calculation by fiscal year
This feature enables a new setting under Expense management parameters, to perform mileage totals calculation by fiscal year, instead of calendar year.
Ability to itemize recurring expenses quickly
When itemizing expenses, currently, users do not have an easy way to capture recurring charges. As such, each expense line item /subcategory needs to be added manually for each day.
Sales Tax is calculated based on Purch Tax module for expense reports
Enabling this feature will calculate the sales tax based on Purch Tax module for expense reports.
Per-diem for expense report re-imagined interface
This feature enable users to enter per-diem expenses through expense workspace when Expense report re-imagined feature is enabled.
New expense expression builder to address issues with the inter-company expenses scenarios that use projects.
This feature allows intercompany projects to be used in expense lines when project-related expense policies are created.
Mileage calculation improvements when using mileage rate tiers.
This feature enables bug fixes and improvements for mileage calculations using mileage rate tiers.
List view of expense reports created by delegating workers.
This feature will enable a new list page - "Expenses delegated to me" that expense report delegates can use to manage expense reports for other users.
Evaluate expense policy against borrowing legal entity
A worker can create and submit expenses in his legal entity (loaning legal entity), for work that is performed for a different legal entity (borrowing legal entity).
Expense policy evaluation for receipts required
Enabling this feature policy validation will return false when policy condition is not violated and receipt is attached to the expense report.
Expense transactions will be grouped by reporting currency exchange rate.
This feature enables grouping of transactions based on reporting currency exchange rate along with existing grouping criteria.
Enable async operation when user needs to switch between sync and async operations.
@Expense:TrvExpenseEnableAsyncFeatureFeatureSummary
Auto-match and create expense from receipt
The feature leverages Optical Character Recognition to extract relevant data from receipt images and provide suggestive matches for existing expense records and allow end users to create easy creat
Ability to map cash advances to expense lines.
Feature enables users to have more control over how cash advance is consumed.
