Import faxed receipts for employees or expense reports (form) [AX 2012]

Updated: November 9, 2010

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Travel and expense > Periodic > Receipts > Import faxed receipts for employee.

-or-

Click Travel and expense > Periodic > Receipts > Import faxed receipts for expense report.

Use these forms to import receipts for an expense report that has already been created, or for an employee who is currently entering an expense report. You can create a batch import, create alerts, and set up a recurring import.

The following tables provide descriptions for the controls in this form.

Tab

Description

General

In the Directory field, locate and select the file where the receipt information is stored.

Batch

Create a one-time or recurring batch import of the selected receipt file. You can also set up alerts and privacy settings for the receipt import.

Button

Description

Select

Create a query to search for faxed expense report receipts.

Recurrence

Set up a recurrence schedule for running a batch job.

Alerts

Set up alerts regarding changes to a batch job.

Field

Description

Directory

Locate the file that contains the faxed expense report receipts.

Batch processing

Select this check box to run a batch job.

Caption

Enter a brief description of the batch job task.

Batch group

Select the batch group that the task is attached to.

Private

Select the check box to enable this task to be run only by the person who created the task.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Community Additions

Show: