15

Streamline Bank Reconciliation Matching

Streamline bank reconciliation manually match and remove match. Clients are struggling with the bank reconciliation auto match going from a single click to clear a transaction to many clicks to remove match if wrong and then match manually. Here are suggestions.


1) Have a m...

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Category: Financial Management (1509)

STATUS DETAILS
Needs Votes
15

Allow for Fixed Asset Card Templates

It would be great to have Fixed Asset templates that work like the vendor/customer/item card templates. That way, we can set a few templates for various subclasses, dimension codes, number of years, etc. to eliminate having to manually enter these (or finding a similar asset and copying).

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1 Comments

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Category: Financial Management (1509)

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
15

Salvage value is missing in purchase invoice

My wish is that when you buy a fixed asset via a purchase invoice, you can also post the salvage value. As it is now, you must post the purchase invoice with the acquisition cost and later post the salvage value in the Fixed Assets Journal.

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Category: Financial Management (1509)

STATUS DETAILS
Needs Votes
15

It must be possible to attach documents in a Fixed Assets G/L Journal and Fixed Asset Journals

It must be possible to attach documents in a Fixed Assets G/L Journal and Fixed Asset Journals

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Category: Financial Management (1509)

STATUS DETAILS
Needs Votes
15

Default intrastat info on customers & vendors

For intrastat reporting, the following information is needed (among others): - a tariff code, which can be assigned to each item - a transaction type, for which a default can be setup in the intrastat setup - a transport method, which must be setup on each sales or purchase documents. It would b...

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1 Comments

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Category: Financial Management (1509)

STATUS DETAILS
Planned
2022 Release Wave 2
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2022 release wave 2 through the Intrastat redesign.
Your help was greatly appreciated,  

Aleksandar Totovic
PM, Microsoft 
15

Report "Trial Balance by Period" needs a filter for "with transactions"

The report "trial balance per period" is great, but it would be even better if there was a possibility to set at filter so that only accounts with transactions are shown.. That would make the report go from about 20 pages to maybe 4.

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1 Comments

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Category: Financial Management (1509)

STATUS DETAILS
Needs Votes
15

Posted Bank Rec Reconcile Report

We need to show Statement Plus and Minus bank's outstanding transactions is equal to month end GL balance for the cash account Linked to the bank. We need a *posted* bank reconciliation report that can be used during financial audit. The report has to be able to be printed after the bank rec is...

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6 Comments

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Category: Financial Management (1509)

STATUS DETAILS
Completed
Ideas Administrator
An update to the Bank Statement report will be available in Wave 1, 2022 (April)

The Bank Statement report will carry over the Outstanding Payment and Outstanding Check amounts as of when the bank reconciliation is posted.

Best regards,
Brian Nielsen, Program Manager
Business Central Team
15

Bank Reconciliation Auto Matching Function - 1

Current Path: Bank reconciliations auto matches only one to one, and can match one Bank Statement Line to many Bank Account Ledger Entries manually. Happy Path: Auto matching and manual matching can occur based on following basis: a. One to one (exists for both auto and manual) b. One Bank State...

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0 Comments

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Category: Financial Management (1509)

STATUS DETAILS
Completed
Ideas Administrator
Many-to 1 matching was delivered in wave 2, 2021 release (October)


Best regards,
Business Central Team


15

Workflow Approval Status for General journal Batch and General Journal Line

There should be an approval status on the General journal Batch and general Journal line. Also, once the Batch or the Line is pending for approval or approved, fields should be uneditable.

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1 Comments

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Category: Financial Management (1509)

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
15

Recurring General Journal - reverse on specified date

Currently the reversing functionality within the recurring general journal only allows you to reverse the next day. It would be extremely useful to allow reversal on a specified date in the future. Example: customer wants to automatically reverse the following transaction in 3 months (at the begi...

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1 Comments

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Category: Financial Management (1509)

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