11

Hash value on bank files

When creating (direct debit) bank files, hash values should be created to secure that the bank files have not been tampered with when the bank receives them.

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
11

Customer Contact Email Validation

When you enter a customer contact and select email, there should be a check that you're entering an actual email. I can create a contact now, select email and put 1234 and it accepts it.

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
11

Provision for inter- operating units billing in D365 Finance and Operations

The functionality of raising invoices amongst business units or branches of the same legal entity should be available in ERP. The idea is whenever any invoice is raised by an operating unit to another operating unit, the corresponding invoice journal should be auto-created in the system and GST ...

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
11

Collection Status in Payment Proposal

Bring in the Collection Status from the Aged Balances/Credit & Collection Module into the AR Payment Proposal. Would also be useful if when generating a Payment Proposal that you could filter on the Collection Status.

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
10

Bulk submissions and bulk approval of Free text invoice

Customer creates recurring AR invoice once a month and there are a lot of invoices which need to be submitted individually. The customer wants to submit multiple AR invoices at once for the approval. Adding to it, there should be a criteria to approve multiple AR invoices at once.

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Category: Accounts Receivable (273)

STATUS DETAILS
New
10

Contact information change is not appearing properly when saved

Issue appears when trying to change contact information on customer record. When address is added, after clicking Save the address is disappearing and whole page needs to be refreshed in order for address to appear. If a couple of addresses are added in contact information and click 'refresh', so...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
10

Interest note waive or reversal

1. Voucher should be the same as Interest note or Reversal transactions 2. Invoice number should have Interest note number - not invoice number 3. Transaction type should be Interest - not customer 4. Voucher posting type should be customer interest - not customer revenue. Just parameters should ...

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
10

Payment schedule - reset - new arrangement

In some cases it is needed to setup a new payment schedule for the remaining installments after the first installments have been paid as the customer has a new agreement. We do not have any way today to undo the payment schedule. The complete transaction needs to be reversed. If payment have b...

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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Under Review
9

Maximum amount for direct debit mandate

Clients/Customers can tell their bank to allow direct debits up to a certain amount. When a direct debit is suggested with an amount larger the maximum amount the bank will block the direct debit. This can result in cost for a rejected direct debit which can be avoided by adding the maximum am...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
9

Allow to choose other legal entity employees in Employee responsible field for the Customer/Prospect master

The Employee responsible field on the prospect and customer is constrained by a pre-defined non-removeable filter limiting its values to employees that are/have been employed by the current legal entity only. But the same it allows to choose the employees from other legal entities in vendor m...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes