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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.
What option have you selected for the 'Personal Expenses Paid by' field on the 'Expense Management Parameters' page under 'General'?
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.
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.
The users create new expenses and reports through the Expense Management workspace.
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.
Sure.
This is via the Expense workspace:
This is via the module Expense Management > My expense reports > New:
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