Skip to main content

Notifications

Announcements

No record found.

Project Operations forum
Answered

Time and Expense

Posted on by 4
My accounting department currently has me attach receipts through the notes. The first expense report I ever did I, naturally, attached the receipt to the receipt tab. They claim they can't see that and insist I attach as a note. This seems counterintuitive to the way the system is set up. 
Is there some setting they are missing that would enable them to see the attached receipt and use the system as intended?
 
Thanks!
  • Verified answer
    eepp Profile Picture
    eepp 59 on at
    Time and Expense
    We do the same thing because we don't have the Finance & Operations module. We found that attaching receipts to "Receipts" prevents downstream users from accessing them after they've been approved. 
     
     

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans