1

Document Type

Dear Development Team,


Please consider adding another category to "Document Type".


Vendors are paid and categorize as "Payment". Every other "Document Type" in Microsoft Dynamics 365 Business Central is for a vendor. There are none for customers.

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Category: Financial Management (1486)

STATUS DETAILS
Needs Votes
1

Add Document Date to Vendor Ledger Entries

Please add the Document Date field to the Vendor Ledger Entries page.

Often an Accounts Payable used will post a vendor invoice with a different posting date than the document date (which is the vendor's invoice date).

It is useful to have visibility of this date i...

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Category: Financial Management (1486)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
1

Bank Statement Number

Dear Developer,


SUGGESTION 1

Microsoft Dynamics 365 Business Central assigns a "Statement No." to a bank reconciliation. This should give you the ability to edit the "Statement No.". This should give you the ability to customize the "St...

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Category: Financial Management (1486)

STATUS DETAILS
Completed
Ideas Administrator
You can change statement no. from the list of ongoing bank recs or from the bank rec card itself [in US version only from the list]

Since we have this functionality and many users do not care about the number (because it's just in imported file from online bank or a data feed) we just pick the next number. The user can change it back to whatever they want/need.
If it is the last bank rec that you undo you can change the Last Statment No. in the bank account card so you get the correct 'next no' for subsequent bank recs.

Best regards,
Brian Nielsen
Program Manager, Business Central Team




1

Multiple Check Layout to one Company

We need to be able to set up different check layouts per bank account Card. Companies have different bank accounts that print checks and could have different check/ Stub/Stub and a Stub/ Check/ Stub layout for each bank account. Currently does not allow for different check layouts for one comp...

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Category: Financial Management (1486)

STATUS DETAILS
Needs Votes
1

Change customers and vendors on posted transactions

Many customers ask us to change the customer and vendor code on postedtransactions without having to reverse them.

It would be better to create a setup that allows you to limit the modification to only some cases by inserting filters based on the fields of the tables that you want to mod...

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Category: Financial Management (1486)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for your suggestion. 

This is not something we will enable for Business Central.

We've made it easy to correct posted invoices with the "Correct" action, that will create and apply a credit memo and open a new invoice for you.

Best regards,
Brian Nielsen
Program Manager, Business Central team
1

Ledger Settlement / GL clearing

I really hope to have the function of ledger settlement or GL clearing to match the debit and credit transactions in general ledger. This can ease accountants to analyse the open transactions that made up to the balance without having to manually track the balances out of System.


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Category: Financial Management (1486)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:  

 

Please add your valuable votes and comments to the suggestion above instead. 

 

Sincerely, 

Brian Nielsen

PM, Microsoft 



1

Bank Deposit Out of Balance Error

1

Auto-Accept Intercompany General Journals

If auto-accept transactions is turned on for an Intercompany Partner, all purchase and sales documents flow through to the Handled Intercompany Inbox in the partner company. However, Intercompany General Journals do not. These end up in the Intercompany Inbox and have to be accepted. This idea...

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Category: Financial Management (1486)

STATUS DETAILS
Completed
Ideas Administrator
This is already possible; you may need to turn on the new feature in Feature Management




1

Show Posted Intercompany General Journals on the G/L Registers Page for the Receiving Company

When an Intercompany General Journal is posted in the originating company, the transaction is visible on the G/L Registers page. However, once accepted and posted in the receiving company, the transaction only appears on the General Ledger Entries page and not the G/L Registers page. This idea...

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Category: Financial Management (1486)

STATUS DETAILS
Completed
Ideas Administrator
This issue was resolved in a previous release.

Best regards,
Brian Nielsen, Program Manager
Business Central Team
1

Allow currency exchange rate override when creating invoices/credits via REST API

In the Business Central UI, it is possible for the user to override the currency exchange rate used for sales or purchase invoices/credits.


However, the REST API does not seem to allow the currency exchange rate to be submitted for a new sales or purchase invoice/credit. The ...

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Category: Financial Management (1486)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team