22

Print Cash Receipts

Print cash / payment receipt document from the Dynamics GP cash receipts window.

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Under Review
Ideas Administrator

Hello Enrique, 

Thank you for the suggestion, we will consider adding it in a future release.

Jodi Christiansen
PM, Microsoft

19

Customer EFT notifications via E-mail

Many companies pull funds automatically from their customer's accounts via EFT. This is typically based around subscription services or agreements. Currently GP does not have the built in functionality to automate emails to customer to inform them of the invoice(s) or the amount(s) that are pu...

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion. We will consider this functionality in a future release. 

Jodi Christiansen
PM, Microsoft 

8

Automate AR (Accounts Receivable) Aging

Have the AR Aging routine in the Sales module run automatically. Currently the Aging has to be run each time before printing statements, or running an AR aging report. This should be automatic like it is in the Purchasing (AP) module.

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
New
8

Auto Deposit enhancement

We very much like that this has already been improved to allow for a total batch deposit, instead of one my one. However we have a lot of customers that do a lot of cash receipts for wire transfers, and those would not be posted by batch in bank deposits, they would have to be posted individuall...

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
New
8

AR Payment Reports Should Show Check Number

Any report in AR that deals with cash receipts should show the related check number (instead of payment number) - ie Statements, Aging Reports

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider it for a future release.

Jodi Christiansen
PM, Microsoft 

7

Workflow for Customer Additons/Changes

Add Workflow functionality similar to Vendor Approval for additions/changes. We would use this mainly for auditing purposes to verify who made changes related to payment terms, salesperson, and credit limits.

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

7

Ability to process Intercomapny Transactions in Receivables Management

Client would like to see the ability to post Intercompany Transactions in Receivables Management. The application only allows Intercompany Transactions for GL and PM. To process this type of transaction in RM would take a 3rd party or customization of some kind. Client expects this would be so...

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Under Review
5

National Accounts addition

If you give a credit to a specific customer who is part of national accounts, why is it necessary to create separate debit memos and credit memos when "moving" that credit to another child of a national account? Many companies pay with one check for many locations, mixing in credits from one c...

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

3

RM Statement Word Template - Adding Short Form Email Functionality

Please add Word Template Email functionality to the RM Statement Short Form. Currently this functionality is only available on the RM Statement Blank Paper Form. Ideally Word Template Email functionality should be available on all RM Statement Forms.

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

3

Fix the RM Inquiry (by customer/document) windows

With the initial release of GP 2018, opening these windows attempted to return all receivables records (work/open/history). For GP customers with larger datasets, this did not scale and the application would remain unresponsive until all of this data has been inserted into a temp table on the ...

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Category: Financials - Accounts Receivable (24)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion, we will consider this for a future release.

Jodi Christiansen,
PM, Microsoft