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...
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 disbursemen...
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...
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.
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.
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.
Checks print screen preview/ print directly to printer without saving
Do the same process of printing like in invoice they have the print on screen and after they can print directly to the printer without saving the file as .pdf or other formats.
Enable the bank reconciliation approval workflow to all bank reconciliation
Currently the reconciliation approval workflow is only available for advanced reconciliations. It would be good to also have in the standard reconciliation as there is a risk whereby new transactions can be posted through the standard reconciliation without the need for approval.
Default store positive pay location directory folder from bank account record
Currently there is no option for the user to easily and visually identify a default positive pay location directory, where positive pay files gets auto generated and default saved and stored. Not having an option to define a default directory with write access from the bank account, the user may...
Provide BAI2 Bank Payment Files or a location where we can share them
Almost all UK businesses trade with 1 or more of 5 banks. We were surprised to find that our system integrator had to develop two payment file formats for HSBC and Lloyds Bank - and for which we had to pay over £13,000. If you have thousands of D365FO installations in the UK, these BAI2 ...