9

Link Bank Account with Token Password

I have a client who is trying to link their bank account to Dynamics 365 but their bank requires a token password to log into the website. The link bank account wizard does not have the field for token passwords and so it rejects their login. 

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1 Comments

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Category: Financial Management (1015)

STATUS DETAILS
Needs Votes
9

Detailed Tax breakdown in Orders, Invoices, and Quotes based on province

We would like to be able to see a more detailed breakdown of taxes instead of just the Total Tax amount.

 

This is what the Order, Quote, and Invoice Tax section looks like:

 

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0 Comments

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Category: Financial Management (1015)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Ivan Koletic

PM, Microsoft

8

Bank Deposit v20 Further Enhancement

Hi


The addition of a bank deposit window in the v20 release is a great addition to the product. The problem for most business that I deal with that would like a deposit functionality is that the lines on the deposit are used to create the transactions.


For mo...

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0 Comments

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Category: Financial Management (1015)

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
8

Closing rate in Consolidation should auto-populate based on consolidation parameters

The Closing Rate in consolidations should be directly tied to the Consolidation parameters such that it auto-populates based on the Consolidation Period Ending Date. Right now the closing rate must be manually keyed in before running the consolidation process, which gives rise to greater risk ...

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1 Comments

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Category: Financial Management (1015)

STATUS DETAILS
Needs Votes
8

Company Registration Number

I suggest adding a Box on the Customer Card page for a Customer Company registration number, there is no box for this currently and we are putting the number in the Notes box at the moment.


It would be great if this could be added going forward.



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Category: Financial Management (1015)

STATUS DETAILS
Under Review
Ideas Administrator
What registration number are you referring to? What country version is this for?

For EU countries the VAT registration number is placed on the Invoicing fasttab on the Customer card.

Business Central Team
8

Customer Statement report to only show Open entries

The customer Statement within the standard application show all entries to customers and only allows you to filter on whether a customer has a balance or not. There needs to be an option where you can state you only want to see open entries, rather than using an external reporting tool.

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Category: Financial Management (1015)

STATUS DETAILS
New
8

Error al eliminar una anulación de pago electrónicos en dario de pagos

Cuando se exporta el archivo de pagos electrónicos desde diario de pagos, lo exporta aunque el campo “tipo de pago por banco” sea en blanco/vacío pero a la hora de anular este mismo pago electrónico, está comprobando si el campo “tipo de pago por banco” está relleno y al no encontrar ninguna líne...

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0 Comments

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Category: Financial Management (1015)

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
8

Prepayment functionality for blanket orders

Summary: Our customer would like Microsoft to develop prepayment functionality for blanket orders, for both the sales and purchase side of Business Central. A customer of ours has the following situation. They generally work with blanket orders. The blanket order is a contract, which comes wit...

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0 Comments

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Category: Financial Management (1015)

STATUS DETAILS
Needs Votes
8

Add action "Import Bank Statement" on a Payment Journal

There is an action called "Import Bank Statement" that can be called from General Journal. The same action would be needed on a Page Payment Journal.

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0 Comments

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Category: Financial Management (1015)

STATUS DETAILS
Needs Votes
8

Option to merge sales invoice and attachment/s into one pdf

Many of our customers have demands from their customers to just send one pdf containing both the salesinvoice and any attachments. This is because many customers use 3rd party products like Kofax/Exflow and here it is not simple to handle the attachments in an automated way. So more and more cu...

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0 Comments

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Category: Financial Management (1015)

STATUS DETAILS
Needs Votes