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Is there a limitation to what kind of transactions can be split and/or itemized in Expense Management? I can split any transaction that was imported from a credit card file, as long as there are no violations and there is a receipt attached, but any transaction I enter manually I can't split. The split button just stays grayed out and the itemization option isn't even there. I'm assuming it has to do with imported vs manually entered, but I can't find anywhere that explains why or how that logic is in place.
Hello Lindsay,
Your understanding is correct, split is possible only for CC transactions.
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-modify-expense-reports#:~:text=then%20split%20it.-,On%20the%20Edit%20expense%20report%20page%2C%20on%20the%20Expense%20lines,assign%20as%20a%20business%20expense.
You can split a credit card transaction to include a personal expense only if the credit card transaction has been imported into Microsoft Dynamics AX. You cannot manually enter a transaction and then split it.
Thanks, Kaushik
This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.
P.S:- Please mark the answer as verified if it helps you in resolving the issue.
Hi Lindsay,
Kaushik provided the answer for the splitting. This is indeed to indicate if there are e.g. personal expenses for a company credit card.
The itemization however is configurable. On the Expense categories, per category, you can define sub-categories and optionally mark the itemization mandatory option to require the worker to provide the details.
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