Open other's expense

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Posted on by El x

Expense Report Delegates

Can anyone please show where is a Open other's expense reports button located? I set up Delegates for 2 workers from the same company but nothing changed at the EP. Second question is it possible to assign delegated from a different companies (Ax does not control if the delegate name is from current company. It's only controls that the employee is from a current company)? MS learn said it's possible to approve Expense Report for someone from a different company but I found nothing if it possible to submit for someone from a different company. Thanks

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André Arnaud de Cal... 301,908 Super User 2025 Season 2 on at

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Hi El x,

When you talk about "EP" and "Ax", can you confirm if you are using Dynamics 365 or an older product Dynamics AX and which version?

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Hana Xue Microsoft Employee on at

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Hi,
I also didn't find the button you mentioned "Open other‘s expense reports" in my test environment.

You can check out this article about expense report delegation:
Delegate an expense report - Training | Microsoft Learn
Best Regards,
Hana

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