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Finance | Project Operations, Human Resources, ...
Suggested Answer

Expense management display fields according to Expense category or Expense type

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Posted on by 25

Hello,

1. I would like to ask if is there any way to display expense report line fields according to Shared category > Expense types (e.g. Transportation, Misc...)

For example:

Transportation - it should automatically display From address and To address.

Miscellaneous - it should hide the From address and To address

2. I checked Expense fields visibility (Expense reports re-imagined). It is very limited to Expense, Hotel, Car, Airline, Is there any way to create additional Expense category from this form? or Is there any way to change existing categories like the Hotel, Car, and Airline to the ones we require?

Would really appreciate your feedback. Thank you in advance. 

I have the same question (0)
  • Suggested answer
    Charlotte X Profile Picture
    Microsoft Employee on at

    Hi Aleeia,

    I'm afraid this feature needs to be done through custom development.

    Or you can post your idea in the link below and vote for it, then your suggestion is likely to be adopted.

    Ideas (dynamics.com)

    Best Regards,

    Charlotte

  • Suggested answer
    Komi Siabi Profile Picture
    13,218 Most Valuable Professional on at

    Hi Aleeia,

    You can achieve this via customization on the form.  This would be manage using the expense category which can display or hide fields based on the chosen category.

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