25

Keep Manual Bank Rec Page and Settings

MS recently removed the manual bank rec page and the setting to allow users to see this page. MANY clients do not want to use auto matching and/or bank linking due to the issues with Yodlee. Update BC to allow the usage of the manual bank rec page and re-activate the settings on the General ...

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2 Comments

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Category: Financial Management (1504)

STATUS DETAILS
New
Ideas Administrator
When using the standard bank reconciliation page you don't have to use neither auto-matching nor bank feeds (i.e. Yodlee), You can do manual bank rec from this page too.
If you do not want the auto-matching to apply when you import from file you can turn auto-matching off on the bank account card. 

25

Master Data Mangement setup as Delegated Admin

As a delegated admin, I would like to be able to setup the Master Data Management (MDM) for our costumers, as I know Microsoft will not make it possible for Delegated admin to maintain job queue, I find ad need of separate the feature of setting up the synchronizing table and the creation of j...

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1 Comments

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Category: Financial Management (1504)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
25

Suggestions to improve the Spanish Make 347 Declaration reporting.

Most of our BC clients claim for two reports (could be just pages) very common in Spain in other BC competitors such as Sage or SAP:


* 347 Summary, which would be a simple related page to customer/vendor card where the user can see the amounts for each quarter and the annual a...

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2 Comments

Read more... 2 Comments

Category: Financial Management (1504)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
25

Approval Workflow for Deposit

One of key functions in BC, Deposit, lacks approval workflow. It would be great to have approval workflow enabled, and block users from posting before getting approval from manager.

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1 Comments

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Category: Financial Management (1504)

STATUS DETAILS
Needs Votes
25

Consider payment discount for direct debit collection

Consider payment discounts on the customer ledger entry when creating direct debit collections as it is already available for payments.

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2 Comments

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Category: Financial Management (1504)

STATUS DETAILS
Needs Votes
25

prepayment credit memo should automatically apply open prepayment invoices

If you create a credit memo using "copy document from a posted sales invoice" you get the fields "Applies-to Doc. Type" and "Applies-to Doc. No." filled in the credit memo. On posting the credit memo the open entry for the sales invoice gets closed (and also the credit memo). The same should hap...

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1 Comments

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Category: Financial Management (1504)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
25

Add Posting Group to list of fields you can add in by personalising screen on General Journal

If paying both payroll and expenses for example using the employee card then the general journal takes the posting group set on the employee card and only 1 can be stored on the card. To negate the need for 2 employee records per employee i.e. 1 for the expenses and 1 for payroll you have to c...

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1 Comments

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Category: Financial Management (1504)

STATUS DETAILS
Needs Votes
25

General Ledger Allocation Accounts

Ability to create Allocation accounts similar to what Dynamics GP and Dynamics SL have to enter into standard general journals.

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5 Comments

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Category: Financial Management (1504)

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, 

Theresa Nistler

PM, Microsoft 


25

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...

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2 Comments

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Category: Financial Management (1504)

STATUS DETAILS
Declined
Ideas Administrator

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
 

25

Create general journal & vendor invoice from Excel add-in

Please add the ability to start or create a general journal entry from inside the Excel add-in.  Currently users are required to create a journal batch in 365 so the system will assign a batch number, then you launch Excel.  The batch number is passed in to Excel.  Why can't we ...

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1 Comments

Read more... 1 Comments

Category: Financial Management (1504)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are considering adding it to our longer term roadmap. 

Your help is greatly appreciated, 
Mike Borg Cardona
Program Manager, Microsoft