86

Automatically Post after Approval

We would love the option to be able to auto-post after approval. So in the standard workflows, have the ability to post once approved.

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5 Comments

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Category: Financial Management (818)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
Could you please provide a clear business scenario where this is needed? 
There are different kinds of operations that may be executed by users after document is approved. As mentioned below converting a quote to order, different kinds of postings (receiving, shipping, invoicing...) which one of those you had in mind? 
Also this presumes user who approved the document has permissions / license to post the document which may not always be the case. 

Sincerely,
Business Central Team
84

Add Reversing Entries to General Journals

Currently Reversals are only available in the Recurring General Journal. My request is that the reversal functionality be added to the general journal (by nature of a checkbox). If the checkbox is marked on a line, it would indicate that the transaction is reversed on the first day of the followi...

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1 Comments

Read more... 1 Comments

Category: Financial Management (818)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2020 release wave 2.   

You can choose to **Copy to Posted Jnl. Lines** in **General Journal Templates** to enable copying of journals to **Posted General Journal**. You can also enable or disable **Copy to Posted Jnl. Lines** on a specific **General Journal Batch** that belongs to General Journal Templates where Copy to Posted Jnl. Lines was enabled. 

On the **Posted General Journal** page, you can now use the **Copy Selected Lines to Journal** function to create a copy of a general journal line or a batch with opposite signs (a reversing journal), a different posting date or document number. **Copy G/L Register to Journal** function will copy all journal lines that belong to selected G/L Register to targe General Journal. 
On **Recurring General Journals**, in **Reverse Date Calculation** column, you can now enter the date formula that will be used to calculate the date with which reversal entries will be posted where Reversal Recurring Methods are used. Please note that **Reverse Date Calculaiton** can be added to Recurring General Journal through page personalization. 

This feature is available to be enabled as standard for all Business Central customers in Business Central 2020 Release Wave 2. To enable this feature, sign in to your online environment and open General Journal Templates page and choose to **Copy to Posted Jnl. Lines** for General Journal Templates where you want to enable this feature. 

Learn more about what's new and planned for "Use the Copy Journal function on Posted General Journals and control date for reversing entries in Recurring General Journals" in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/smb/dynamics365-business-central/use-copy-journal-function-general-journals-gl-registers-when-reversing-entries  

Your help was greatly appreciated,  
Business Central Team

84

Export to Excel

Recommendation to add “Export to Excel” as core feature to all page layouts (consistent with Dynamics NAV 2017).  This is one of the key selling features that is repeatedly messaged regarding Dynamics products: that users have access to the familiar “Microsoft feel&rdquo...

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7 Comments

Read more... 7 Comments

Category: Financial Management (818)

STATUS DETAILS
Completed
Ideas Administrator
We'll keep 'Edit in Excel' untouched, but are _adding_ an ability to Open in Excel where filters and list columns customizations are taken into account. No 'publish' back to Business Central in that mode though. This feature will be avialiable in the next monthly update.

80

Expansion of Dimensions Correction function to cover all related entries

In Wave 1, 2021 the Dimension Correction functionality was introduced (very happy for that addition). However corrections only affect the G/L Entries not the related entries such as vendor ledger entries, customer ledger entries, item ledger entries, FA entries etc. Consequently if you change di...

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1 Comments

Read more... 1 Comments

Category: Financial Management (818)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thanks for your suggestion.

Indeed it would be ideal to have all ledgers corrected when you do dimension correction. We focuses on enabling correct financial reporting for Wave 1, 202, hence on G/L.
We have the 'all ledgers' idea in our backlog and will consider it for a future release.
Meanwhile, I would suggest you to check out AppSource for apps that do offer more extensive dimension correction solutions. They might cover your requirements.

Best regards,
Brian Nielsen, Program Manager
Business Central Team 
79

Deferals - Allow Posting From and To Dates

When using Deferrals with the allow posting from/to dates within user setup you will often get an issue where you cannot setup up the deferral because of the posting date restriction. It is often the case that you would want posting restrictions but allow a deferral to be created that goes beyond...

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6 Comments

Read more... 6 Comments

Category: Financial Management (818)

STATUS DETAILS
Completed
Ideas Administrator
This feature is now completed:

The feature will be available in 2022, Wave 1 release (April)

Look for aka.ms/bcreleasenote for more info.

Business Central Team
75

Check Overflow

Currently: if you pay more then (I think 13 Vendor Invoices) it triggers a check overflow which has the effect of "burning the next X checks ( depending on the number of invoices your paying) I.e. it will void 3 checks if you are paying 40 invoices. 

Suggestion: Create option to pr...

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15 Comments

Read more... 15 Comments

Category: Financial Management (818)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Theresa Nistler

PM, Microsoft 

74

Calculating and posting currency exchange rate differences in banking transactions

As required by accounting law in some countries, mostly in Eastern Europe, foreign currency cash withdrawals from the cash desk and bank accounts should be converted based on the currency exchange rate as of date when the payment in the foreign currency was made to the cash desk or bank account. ...

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1 Comments

Read more... 1 Comments

Category: Financial Management (818)

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,
Business Central Team
74

Workflow Approval and Approval Options for FA G/L Journal

Currently if you create a workflow for general journal batch approval, you have to create an option to select the general template or the fixed asset g/l journal will get caught up in the workflow approval process. There is no means to submit for approval or to approve on the FA G/L Journal pa...

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3 Comments

Read more... 3 Comments

Category: Financial Management (818)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for the recommendation. We'll consider adding this functionality for workflow in a future release of Business Central.

 

Regards,

Jared Hall

72

Use "Bill-to Customer e-mail" instead of "Sell-to Customer e-mail" when e-mailing invoices

Currently, when you create - for example - a Sales Order with a different Sell-to Customer and Bill-to Customer and make an invoice. The invoice states the Bill-to Customer correctly, however when you e-mail the invoice the e-mail address of the Sell-to Customer is used. When you email an invoice...

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6 Comments

Read more... 6 Comments

Category: Financial Management (818)

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,
Business Central Team
71

Consolidate Customer and Vendor Balances

It is possible to register one company as both vendor and customer. And usually in such case, it is natural that Customer and Vendor balance for the same company to be consolidated at the end of the month, so that you are not making unnecessary payments or receipts. In standard function you ca...

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2 Comments

Read more... 2 Comments

Category: Financial Management (818)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We will consider adding it to our longer term roadmap. 

 

Your help is greatly appreciated, 

Theresa Nistler

PM, Microsoft