Expense management document types listed

(5) Share

Report

Posted on by Rich

392

When creating an expense claim through the F&O UI, the user has an option to add an attachment. Our understanding is that the Expense management parameters > General > Default document type field should be the value that the user sees

For the screenshot below, however (Workspaces > Expense management, new claim, add expense, add attachment), the user's had to manually select that document type: by default, it's the first option in the Organisation administration > Document management > Document types list. I've tried resetting the user's usage data, but that hasn't helped.

Can anyone please advise whether there's some other config for document types that can make only certain types visible in expense management, and/or where I should set the default?

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (3)

Answers (2)

Sort by

Verified answer

Sohaib Cheema 49,664 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi,

That is well known natural/default behaviour of Dynamics. It always take first value (using alphabetic order from the list of all types of documents)

I have seen organization having a document named as A - File.

With such arrangement, dynamics will get this document by default as it comes on top using alphabetic order.

Your other options include customization, which you can avoid, using file names, as provided in example.

Was this reply helpful? Yes No
Rich 392 on at

Like (0)

Report
Copy link

Link copied!

Thanks Sohaib. We've prepended a dot to the document type name, very similar to your suggestion. I'd be curious if anyone knows what the parameter in my first screenshot does, if it's not for this!

Was this reply helpful? Yes No
Verified answer

Sohaib Cheema 49,664 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi @Rich

The parameter you are referring to works only, if you are using Expense Management Workspace and adding a receipt at Receipts tab

Screenshot below for the reference:

Was this reply helpful? Yes No