Bank reconciliation automatic matching improvement
The process could be improved by giving the options for setup of rules on the automatic matching. For example concatenating Description, Value and Date (within specified date tolerance) and only match if the transactions match the rules specified. It would also be beneficial if you could decide...
Application of general Ledger Entries
Some country localisations (E.g. NL and BE) has the possibility of making application on general Ledger Entries. Can this functionality be made part of W1, so all countries can benefit from it?
Function post and new
There is a good function “post and new” available on unposted sales documents. Very good function, but this function is more needed on purchase invoice/purchase credit memo. Sales invoices are registered with batch functions/automatic creation of periodic sales invoices. For purchase invoices the...
List views should save the users sort order
All list views should save the user's sort order either by using personalization or just when they sort on the screen. Currently even if you go into personalization and change the default sort order, the sort order of the list is not saved. This is consistent across all lists and should be chan...
Fixed Asset Card too simple
There is a Fixed Asset Card which can display Deprecation Books either in simple or 'compex' mode. Simple mode is automatically triggered when there is only one Deprecation Book but if more of them exist, normal mode with Subpage List is being shown. So our Test User is not satisfied with the fac...
Option to include the settlement line with the functionality for the EFT file formats.
Need additional EFT functionality in D365. We have a client who is using the CCD file format in D365, but it has been rejected by the bank due to the lack of a debit line. The ability to add this debit line does not appear to be part of the current functionality (confirmed by Microsoft S...
Suggestion for NA EFT functionality to include autosettlement lines as part of the export file. Required by some banks.
EFT Export - File Creation Number in Detail and Footer Field Lookup Table
In Data Exchange Definitions, for creating EFT file exports: The Detail Field Lookup Table (10304) and the Footer Field Lookup Table (10305) should include the File Creation Number (item 7 in table 10303). This is a requirement for the standard EFT file upload standard CPA 005 1464. CPA 005 14...
All Vendor/Customer/GL enquiry windows dont show name
All Vendor/Customer/GL enquiry windows only show Vendor/Customer No, you cannot design and add Vendor/Customer Name which would be the preferred column example would be the vendor/customer Ledger entries
Post to G/L in detail
Currently when you post a transaction from a sub-ledger (e.g. Sales Invoice or Purchase Invoice), this system summarizes all the line items that hit the same G/L account and post to the G/L as a single line per account. This makes it very difficult to reconcile as the amounts you see in the G/L w...
Thank you for your feedback. We are not considering the suggestion at this time we don't plan to change current desing. If you want to get more details from General Ledger entries, try running G/L Register report with Show details options turned on.
Sincerely,
Business Central Team
PM, Microsoft
Would like to be able to print a memo on Checks in D365 for Financials
checks typically have a memo field in the lower left corner which allows you to describe what the check is paying off, we have had this request to get this functionality added to Dynamics 365 for Financials.
Administrator
Best regards,
Business Central Team