The following configuration has to be configured in each legal entity in D365, and allows the organisation to control the base behaviour of the users mobile expense app.
Path: Expense Management à Setup à General à Expense Management Parameters
|Default payment method||This will define the default payment method for users belonging to the legal entity, this is auto populated as a default value in the app. Users can still change the value.|
|Show project fields||If this is enabled then project related fields are displayed in the mobile app.|
|Unit of measure||This determines what unit of measure (mi/km) is displayed to the users in the app. It has no effect on the actual calculation.|
|Billable – Line property||In the app users have a simple yes/no toggle for marking expenses as billable. This parameter determines what line property is used when receiving an expanse marked as billable|
|Non Billable – Line property||In the app users have a simple yes/no toggle for marking expenses as billable. This parameter determines what line property is used when receiving an expense marked as non-billable|
|Project Synchronisation||This table determines which projects to synchronise, as a minimum projects in stage “in progress” and “Finished” needs to be synchronised. The App status determines which projects to show/hide to the users in the app. Status Active are shown, status Closed are hidden from the users|