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Default Description - Customer - payment, customer

The default description functionality is only triggered if you use a payment proposal, for most in the US this is not how payments are applied. They either use the enter new payments form, enter them directly in the Customer Payments journal or import the payments. It would be great if the def...

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Category: Cash and bank management (134)

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Needs Votes
0

Bank Transaction ledger account categories graph inclusion

It would be nice to future include graph dashboard option to easily graph bank transactions as per associated ledger account categories. Not having this option the user may conventionally use Power BI or other tools to extract data and/or graph bank transactions per account categories. Includi...

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Category: Cash and bank management (134)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Pat Nolte

PM, Microsoft.

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Banking wire information default instructions per customer on invoice print out

It would be nice to future include the option to print banking wire information default instructions per customer record on each invoice print out, instead of having to create document handling notes. Not having the option to easily associate banking information to the customer sales order inv...

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Category: Cash and bank management (134)

STATUS DETAILS
Needs Votes
0

Ten digit check numbers starting above 2147483647

Some Clients have ten digit Check numbers that begin with a number higher than 2147483647. Our scenario is that Branch locations are assigned a four digit value, all higher than 2147. When coupled with a six digit Check number, currently, a system message is returned stating " The value is not wi...

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Category: Cash and bank management (134)

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Needs Votes
0

Fix default field selected when requesting a manual payment

We are finding that when raising a supplier payment run for a manual payment it is defaulting to the credit box for the amount, when it should be the debit. Could this be changed changed to have a default for a customer payment being a payment, and not a much rarer credit amount please?

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Category: Cash and bank management (134)

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Needs Votes
0

Bank fund reservations by vendor and/or by product by period range

It would be nice to future be able to have flexibility to easily visually identify bank fund reservations per bank account by vendor and/or by product by a period range in amount value and/or by percentage. Not having this option, the user may not potentially visually guarantee funds disbursem...

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Category: Cash and bank management (134)

STATUS DETAILS
Needs Votes
0

U S check payment format not allowing to define payment date preferred format

Currently the U.S. check format does not allow the user to select check payment date format, not having this option, the system may default to general operating system date format settings. However the user could alternative select Canadian check format to define check payment date format. Not...

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Category: Cash and bank management (134)

STATUS DETAILS
Needs Votes
0

Bank check layout signature pen image capture

It would be nice to have the option to integrate with a signature pen device to capture legal entity authorized signature representatives for purpose of signature encryption and security.

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Category: Cash and bank management (134)

STATUS DETAILS
Needs Votes
0

Bank account date format not editable

Having the option for the user to select a bank date format maybe helpful, for any new bank transaction. Currently the bank date format may displays grayed out for all users.

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Category: Cash and bank management (134)

STATUS DETAILS
Needs Votes
0

Bank statement conventional capture

Currently the bank account reconciliation allows end user to activate bank statement uploads, however this option cannot be turned off. Having the option for the user to ocassionally manually capture bank statement (s) for purpose of bank reconciliation maybe helpful.

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Category: Cash and bank management (134)

STATUS DETAILS
Declined
Ideas Administrator

Importing of bank statements is enabled when advanced bank reconciliation is turned on.  However when this feature is enabled a manual bank statement can still be entered by navigating to Cash and bank management > Bank Statement Reconciliation > Bank Statements> +New.  This statement entry requires that each line of the bank statement is entered to complete the reconciliation.

 Sincerely,

 Pat Nolte

 PM, Microsoft