Can you please teach us how to configure workflow setup for expense management. i have submitted workflow but its not showing in Expense reports assigned to me
This is so helpful. How can I set up an expense policy to require receipts for all expenses? I tried and was not able to get it to work. Thanks in advance!!!
Hi Valerie, Check the expense policy date, this date should be before the expense entry is posted. Making receipt mandatory will work only for header level and not at line level.
Hi Sir， i got a problem when i try to post the expense report with Cash payment method , it display have error , i want to know what the necessary setup of cash payment method for expense? connect the Employee with one vendor ? Setup the offset account of this one vendor? The error when i post is ' The transactions on voucher do not balance as per 9/4/2021. (accounting currency: 60,000.00 - reporting currency: 0.00) '
how to cater for third-party expenses for example, a company paying an employee's personal expense directly to the third- party who is not a vendor to the company
Hi Elvis, Usually personal expenses will be from credit card transactions and the credit card provider would be created as a vendor. So can you explain a business scenario for your point
@@BharathJainD365 example, an employee incurs personal expenses like on his insurance or remittances to security fund or payment of local service tax to the regulator.theses relate to the employee personally but through an understanding with the employer, the fees are deducted and paid by the employer to the insurance company or the fund directly
@@elvismugisa521 how I see this is, insurance payment is done for all employees right, so we can create insurance company as vendor and make a bulk payment and deduct from each employee accordingly
Create employees as workers, add them to your legal entity in HR module. Once you are done with this step all the employees will be available in expense management
Good effort and explanation. Few tiny mistakes, Air fare spelling, Instead of Approved reports spelled as advanced reports etc. Better to take care with clients 👍👍
Great explanations in every video. Waiting for more videos please try to upload frequently it is really helpful.
Thanks in advance.
Kudos! I've been cracking my head for a long time on this module, thank you so much for this detailed tutorial and explanation!
Thanks for the feedback
@@BharathJainD365 Thank you for the detailed tutorial. Can you please share the link for Import and maintain credit card transactions
This is so helpful , thank you for sharing so clear
Good Explanation .. Thank u so much
Thank you so much and continue to explain the new in D365
Thanks, sure i will upload more videos
Thanks a lot , it's very helpful
Nice explanation..
It was helpful!!
Can you please teach us how to configure workflow setup for expense management. i have submitted workflow but its not showing in Expense reports assigned to me
Thank you very much friend, pls let me know if you have work/help required from hyderabad.God bless you
very good video. Please can you update with latest update of 10.0.33
This is so helpful. How can I set up an expense policy to require receipts for all expenses? I tried and was not able to get it to work. Thanks in advance!!!
Hi Valerie, Check the expense policy date, this date should be before the expense entry is posted. Making receipt mandatory will work only for header level and not at line level.
Hi Sir， i got a problem when i try to post the expense report with Cash payment method , it display have error , i want to know what the necessary setup of cash payment method for expense? connect the Employee with one vendor ? Setup the offset account of this one vendor? The error when i post is '
The transactions on voucher do not balance as per 9/4/2021. (accounting currency: 60,000.00 - reporting currency: 0.00) '
Hi Bharath its very helpful resource. Could you please send me the youtube link for exp workflow setups
Hi Ajit,
I have not created any videos for workflow, if I do I will share it here
Please upload for Management reporter
Hello..Can any of you teach me the basics of the program for the position of a financial advisor.. only the GL😢😢
how to cater for third-party expenses for example, a company paying an employee's personal expense directly to the third- party who is not a vendor to the company
Hi Elvis,
Usually personal expenses will be from credit card transactions and the credit card provider would be created as a vendor. So can you explain a business scenario for your point
@@BharathJainD365 example, an employee incurs personal expenses like on his insurance or remittances to security fund or payment of local service tax to the regulator.theses relate to the employee personally but through an understanding with the employer, the fees are deducted and paid by the employer to the insurance company or the fund directly
@@elvismugisa521 how I see this is, insurance payment is done for all employees right, so we can create insurance company as vendor and make a bulk payment and deduct from each employee accordingly
How to assign employees in expenses management
Create employees as workers, add them to your legal entity in HR module. Once you are done with this step all the employees will be available in expense management
Tnq..
Good effort and explanation. Few tiny mistakes, Air fare spelling, Instead of Approved reports spelled as advanced reports etc. Better to take care with clients 👍👍
Hi sir
Please upload more videose on D365
Yes, i will do that
Led bananasa