We are currently implementing the Expense Management module in Dynamics 365 Finance & Operations (version 10.0.46) for the first time. As part of this implementation, we plan to use an integration to create expense reports.
Based on my understanding, all employees must exist as workers in the Human Resources module and as vendors in Accounts Payable, with the two records linked accordingly. This setup is already in place from our previous expense integration, which posted expenses via General Journals. However, the new integration requires the use of Expense Reports within the Expense Management module.
I am assigned the System Administrator role and am able to create and submit expense reports for myself without any issues. I have also set up multiple workers who have delegated their authority to me. However, when I create an expense report on behalf of a delegated worker and attempt to submit it, I receive the following error message:
Insufficient rights to submit for user {GUID} - the user who delegated the expense reports to me
When I assign the Expense Administrator role to the corresponding user, I am then able to submit the expense report successfully.
Could you please advise whether there is an alternative way to submit expense reports on behalf of delegated users without assigning them the Expense Administrator role?
We do not plan to create all employees as users in Dynamics 365 F&O with assigned security roles, as this would significantly increase our licensing costs.
Our target scenario is to receive expense reports through an external integration, where all users, hierarchies, and cost centers are maintained, and to submit and approve those expense reports on the employees’ behalf within Dynamics 365.
Thank you very much for your assistance.
