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Expense category "Personal" not in dropdown for selection

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Good day,

We have an expense category "Personal" that for some reason is not available in the dropdown for selection when creating a new expense. Below is the setup of the category and parameters. 

Is there a setting somewhere that we've missed? I can't find where to setup the Expense Type so not sure if that's something that can have an impact.

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  • Nicky_J Profile Picture
    Nicky_J on at
    RE: Expense category "Personal" not in dropdown for selection

    Sure.

    This is via the Expense workspace:

    pastedimage1686247279928v2.png

    This is via the module Expense Management > My expense reports > New:

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Expense category "Personal" not in dropdown for selection

    I am not able to see the same UI you have posted in D365 Environment. It looks different. See attached screenshot.

    Can you right click on the New expense form >> See the name of the form from Form information.

    Thanks,

    Girish S.

  • Nicky_J Profile Picture
    Nicky_J on at
    RE: Expense category "Personal" not in dropdown for selection

    The users create new expenses and reports through the Expense Management workspace.

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Expense category "Personal" not in dropdown for selection

    Can you tell us about the navigation for "New expense" form?

    We will find how the lookup was built in and will give suggestion based on that.

    Thanks,

    Girish S.

  • Nicky_J Profile Picture
    Nicky_J on at
    RE: Expense category "Personal" not in dropdown for selection

    It was set to Paid by Company, I changed it to be Paid by Employee but it did not make any difference. The category is still not visible.

  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2025 Season 1 on at
    RE: Expense category "Personal" not in dropdown for selection

    What option have you selected for the 'Personal Expenses Paid by' field on the 'Expense Management Parameters' page under 'General'?

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