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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Open other's expense
Finance | Project Operations, Human Resources, ...
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Open other's expense

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Posted on by El x 13
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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  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    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
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,139 Super User 2026 Season 1 on at
    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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