29

Print Cash Receipts

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

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Completed
Ideas Administrator

This is added with teh 18.5 Feature Relase October 2022
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs

25

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 (51)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. We have reviewed this functionality ask previously.  Unfortunately, given the impact throughout the entire system and on customizations, this is not something we can consider at this time.. 
Best regards. 

21

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 (51)

STATUS DETAILS
Under Review
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

17

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 (51)

STATUS DETAILS
Declined
Ideas Administrator
Thanks for the suggestion.
With the Lifecycle of Dynamics GP at this time, this suggestion would be out of scope.
Thanks
Terry Heley
15

Email RM Statement - Multicurrency Blank Form

Can the Multicurrency Blank Form be setup to allow you to email it through the Word Templates on the RM Statements as currently only the Blank Form will allow you to?

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1 Comments

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Category: Financials - Accounts Receivable (51)

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. 

13

Customer statements - open items only

The most common request we receive from our customers regarding statements is to only show open items. Currently, the only solution is to use the Paid Transaction Removal tool. If you are too aggressive with removing paid transactions, you create a whole new set of issues. Suggestion: Add a...

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1 Comments

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Completed
Ideas Administrator
This has been completed in the 18.6 release.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn

Thanks
Terry Heley
Microsoft
 
12

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 (51)

STATUS DETAILS
Needs Votes
11

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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0 Comments

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Under Review
Ideas Administrator

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

Best regards. 

10

Add void as a selection option in AR Transaction Inquiry screen

Along with the Work, Open, and Historical checkboxes, add a Voided checkbox to include voided transactions.

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Needs Votes
10

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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0 Comments

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Under Review