Intercompany expense report

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In the process of creating the intercompany expense report.

Could not see the 'Intercompany expense report' checkbox on the Expense report in AX7 even after 'Allow intercompany expense lines' parameter is checked?

Am i missing any other setup?

Kind Regards
Sarang

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarang Kusare,

What report are you using exactly?

Can you post the navigation path?

Regarding your report issue, I would like to know whether you have tried using Management Reporter for this reporting requirement? That is because the Management Reporter can easily incorporate accounts and financial dimensions from multiple companies and can give you the data you are looking for quickly; of course, provided that you make use of financial dimensions, such as the Project ID when recording vouchers.

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig,

I meant the Expense document from expense creation process to enter the inter-company expenses, not related to reporting.

Kind Regards

Sarang

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Community Member on at

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Similar to this in AX2012.

I could not find this in Dynamics 365.

regards

Sarang

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarang,

Can you post the navigation path & name of the feport that you use in AX2012?

I am still not sure what report you use.

Many thanks,

Ludwig

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Hi Ludwig,

I am trying to enter the intercompany expenses in the system. But in new AX i cannot see the 'Intercompany expense report' checkbox / toggle on the expense report document, so that i can enter the intercompany expense.

In new AX, on the expense document, i do not see that toggle anywhere:

Thanks

Sarang

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarang,

There is a specific intercompany parameter in the expense management module. Is this one activated in your System?

Best regards,

Ludwig

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Community Member on at

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Yes i have. Please find below:

Thanks

Sarang

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Ludwig Reinhard Microsoft Employee on at

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Ok.

Then check your GL intercompany accounting setup.

This must be done to select the other companies.

Note: You only Need to enter the companies - no accounts.

Best regards,

Ludwig

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Hi Ludwig,

The intercompany setup too is done in GL. PFB.

My question is why on the expense report in new AX, i am not able to find the toggle switch for the marking the expense report intercompany, so that i can enter the intercompany expenses in the system?

Thanks

Kind Regards
Sarang

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Herre 240 on at

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Sarang, it looks like the parameter is not there anymore. You can enter the company on line level, once you add the field to the grid. See below.

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