MC1079708 - Dynamics 365 Project Operations - Edit per diem transaction date, exchange rate in expense management

We are announcing the ability to edit transaction dates and exchange rates for per diem expenses to improve flexibility and accuracy in expense reporting, in Dynamics 365 Project Operations. This feature will reach general availability in September 2025. A follow-up message will be published at that time to confirm availability.

How does this affect me?
This capability will enable users to:

Manually edit the transaction date for per diem expenses.
Manually update the exchange rate to be used for currency conversion.

The modified information will be utilized in subsequent expense-related calculations and postings.

Currently, the expense management system does not allow for editing transaction dates and exchange rates. This limitation may lead to compliance concerns for organizations, particularly when specific regulatory requirements for expense conversions are not met. By addressing this gap, organizations can ensure accurate expense reporting, reduce compliance risks, and enhance the overall integrity of the expense management process.

What action do I need to take?
This message is for awareness and no action is required.

Manually edit the transaction date for per diem expenses.
Manually update the exchange rate to be used for currency conversion.

Dynamics 365 Project Operations - Edit per diem transaction date, exchange rate in expense management

Message ID

Services

Details

Dynamics 365 Project Operations - Edit per diem transaction date, exchange rate in expense management

Message ID

Services

Details