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Travel and Expense

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Hi,

We are implementing AX 2012 R3 and planning to use the Travel and Expense module.

I have gone through many manuals and videos on it but no where I am able to find what the financial entries posted which raises the below major concerns.

  • How can I see what is the outstanding from any employee who has taken cash advance and not yet settled
  • Incase employee takes 5000 $ as advance and gets approved claims of 6000 $, how can I see that company has to pay the employee 1000 $, how do I pass this entry

  • Incase employee takes 6000 $ as advance and gets approved claims of 5000 $, how can I see that employee has to pay the company 1000 $, how do I pass this entry

  • Incase an employee takes multiple advance eg. 5000$, 4000$, 6000$ and then put claims irrespective of the cash advance eg. first claim of 7500$, how will the system settle this transaction and how will I know what is outstanding.
  • Currently there is no plan to define the employee as a vendor or have employee as dimension, let me know if that helps resolving the above issues.

Any feedback  on the above will be highly appreciated.

Regards,

Vishal


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