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Dynamics 365 Community / Forums / Finance forum / Expense Report - Guest...
Finance forum

Expense Report - Guests and CoWorkers

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Posted on by Andy_T 330

When I call up a list of coworkers on an expense report (using expense category 'meals') I do not see all workers, there are some missing.

Is there a parameter somewhere on the worker record or expense management parameters that determine which workers appear in the list?

Categories:
Financial Management
  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Expense Report - Guests and CoWorkers

    Hello Andy,

    Great to hear.

    If there is nothing else please be so kind and verify the answers to get this one closed.

    Many thanks and best regards,

    Ludwig

  • Andy_T Profile Picture
    Andy_T 330 on at
    RE: Expense Report - Guests and CoWorkers

    Hi Ludwig

    This has sorted itself out after an upgrade to the latest release.

    I can now see all coworkers as expected.

    Thanks

    Andy

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Expense Report - Guests and CoWorkers

    Hello Andy_T,

    I do not fully understand your last feedback.

    Can you let us know how the coworkers are setup and what assortment of legal entities you refer to?

    Many thanks,

    Ludwig

  • Andy_T Profile Picture
    Andy_T 330 on at
    RE: Expense Report - Guests and CoWorkers

    They are in different legal entities - however the coworkers that do appear in the list are from an assortment of legal entities (i.e. they are not all from the legal entity where the expense is being raised).

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Expense Report - Guests and CoWorkers

    Hello Andy_T,

    Are the employees that you miss employed in a different legal entity?

    You can check this in the employee form in the worker tab by selecting the employment history button.

    Best regards,

    Ludwig

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