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Open other's expense

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Posted on by El x

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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... 291,269 Super User 2024 Season 2 on at

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Open other's expense

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?
Hana Xue Microsoft Employee on at

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Open other's expense

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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