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Microsoft Dynamics AX (Archived)

Travel and Expense Module - Employee/Vendor Invoice Posting

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Posted on by 1,235

Hi,

In my travel and expense module, the invoices generate just fine but post to the employee's vendor account as one invoice per expense line?  I would prefer one invoice per expense report with the GL detail split out into separate offsets.  Is anyone aware of a way to configure the system in this way?

Thanks,

John

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  • RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Same issue and i have no answer, worst because all my base amounts have two taxes.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Hello John,

    I have got the same issue than you. AX posted 2 vendor invoices via the module "Travel &Expense":

    • 1 for  base amount
    • 1 for VAT

    Do you know if there is HF which solve this issue please? (The purpose is to have only 1 vendor invoice instead of 2 when you have VAT on your expense.

    Thank you,

    Olivier

  • Santosh Profile Picture
    Santosh 766 on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Yes, Employee is set as Vendor and Vendor is assign to Vendor Group and Vendor Group has default account. Still Account is missing in expense distribution.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    sorry, I have a related query.

    Vendor invoices created through Expense module create a separate line for sales tax /GST.

    This is annoying for the AP users having to total both the lines to figure out the amount and also it prints two lines in the remittance advice to vendors.

    This is inconsistent to how vendor invoices are posted when created through PO or vendor invoice journal.

    Is there a setting that we can use to post a single line including sales tax (as in the case of other invoices)

    Thanks

  • RamK Profile Picture
    RamK 2,580 on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Have you posted the expense report...???

  • Santosh Profile Picture
    Santosh 766 on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Hi Ram,

    Yes I am testing expense for my ID and my ID is set to one of the vendor. I have tested all possible combination with payment terms but not able to figure out what is failing to create vouchers.

    Thanks for feedback.

  • Suggested answer
    RamK Profile Picture
    RamK 2,580 on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Hi Santosh,

    Each employee (for whom the expense report created / to be paid) should be associated with Vendor.  I hope that you would have done this setup.  Please confirm.

  • Santosh Profile Picture
    Santosh 766 on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Hi,

    How to setup in expense so that we can get above posting journal. I have setup main account in expense category but not sure what parameter to set in payment method so that it create journal in AP as outstanding invoice.

    Is employee to be set as vendor or something else I am missing.

    If you could share your thoughts that will be great.

    Regards,

    Santosh

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    Hi ,

    How did you fix this issue? I am facing the same issue on AX2012 R3 now.. We are supposed to have one invoice on vendor for one expense report and not the number of lines the user entered on enterprise portal..

    Please let me know how you handled this?

    Thanks

  • jesse12345 Profile Picture
    jesse12345 on at
    RE: AX2012 R2 Travel and Expense Module - Employee/Vendor Invoice Posting

    The Employee Portal is creating a new invoice for each employee expense line item regardless of the date.  We tested this using multiple lines with the same date.  Multiple invoices were still created. Any other ideas?

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