web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Travel Requisition Man...
Finance | Project Operations, Human Resources, ...
Answered

Travel Requisition Manually Change Reconciliation Status to Closed

(0) ShareShare
ReportReport
Posted on by 5ya 175

Hi,

I  am interested what is the procedure to manually close the Reconciliation status of a Travel Requisition.

1) When it is mapped to an Expense report, once the amount is covered, it is closed automatically. What should be done when there is still an amount not reconciled from the TR, however it should be closed and not used?

2) Also, is there an automatic job, that can close TR with unreconciled amounts?

Thanks,

Petya

I have the same question (0)
  • Verified answer
    qianwang Profile Picture
    qianwang 7,168 on at

    Hi 5ya,

    1)There is a "Close" button at the top of the travel request form. You can use it to manually change the reconciliation status.

    2)I haven’t seen an automatic batch job function to close TR with unreconciled amounts. Because, once the TR is approved and closed, it cannot map to an expense report.

    Regards,

    QianQW

  • 5ya Profile Picture
    5ya 175 on at

    Thank you very much, QiaanQW!

    Best regards,

    Petya

  • khanmdmx Profile Picture
    khanmdmx 55 on at

    Hi QiaanQW, thank you for the information above, very useful.

    I have an example where a travel req was requested for $2000. But only $1500 used. $500 remains in 'Amount to reconcile'. In the committed cost of the Project, we still have committed ost of $2000.

    Keeping the committed cost at $2000 will result in an overspend on the project. How do I reduce the committed cost of the project?

    looking forward to your reply. thank you

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans