1

Running balance in drill-downs & Excel

Add a running balance column next to the amount column when doing a drilldown in an account/customer/vendor and when exporting to Excel

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Needs Votes
1

Bank Fee on Customer receipt

In a cash receipt journal, or any other way to receipt a customer payment, there should be the ability to apply the full amount to the invoice being paid and also expense part of the receipt to a bank fee account. e.g A client receives USD990 for a USD invoice totalling USD1000 so need to full...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Needs Votes
1

Bank Account reconciliation statement

After the user has posted bank account reconciliation, user should be able to generate report of the posted reconciliation. Currently, if user tries to generate report of reconciliations posted in the past, system shows open as well as applied transactions on the report.


Also ...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Planned
2022 Release Wave 2
Ideas Administrator
We're working on this and expect to release it in 2022 wave 2
1

Maintaining receivables at multiple bill-to address level for customers

As companies grow geographically and into diverse verticals, customers often have multiple sites with decentralized procurement organizations. In such cases, the entire procure to payables cycles are monitored and processed by site/location.


e.g. Customer has a Corporate Addre...

Read more...

1 Comments

Read more... 1 Comments

Category: Financial Management (921)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your suggestion.

Re. the Invoice's Shipping & Billing tab - it does offer the option to select the alternate shipping address (or did you mean something else?)

Image
1

Dimensions added to Expense Type

I would like to suggest that there is the ability to add dimensions to the expense types or for the GL account drop down to point toward the account sets rather than the GL (which is only GL number based). The GL is limited to only one GL however there could be various combinations of coding t...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
New
Ideas Administrator
Can you clarify what you mean by "the account sets" and "various combinations of coding that is identified through the different account sets.". 

Is this related to an installed extension? In standard BC we don't have a concept of 'account set'.


Brian Nielsen, Program Manager
Business Central Team
1

FIX doc. error

In MS docs there is mentioned option "Allow Alteration of Posting Group" which is no loger avaiable in BC..

whole subject should be removed https://docs.microsoft.com/en-us/dynamics365/business-central/finance-posting-groups#allowing-substitute-customer-or-vendor-posting-groups-on-docum...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
New
1

Add Location to General Posting Setup or Let Location play Role in Posting Setup

Hi


It can help if we can use Location in General Posting Setup. This way Posting account can change based on location. For example if Bus Posting Group A / Gen. Prod Posting Group B sells from Location 1 then posting happens in different G/L accounts than Location 2.

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Needs Votes
1

Post as Lump Sum for EFT Payments

There is a new "post as lump sum" feature for bank deposits, this would be a helpful feature for EFT payments as well (when using a payment journal to "pay" purchasing invoices). EFT batch payments come out of bank accounts in one lump sum so this would help match EFT payments from BC to the ...

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Needs Votes
1

Reminders - Should not only apply to newly created invoices after a reminder code is entered.

Currently, BC only allows you to create reminders for invoices created after the Reminder Terms code was entered on a Customer Card, while Finance Charge Memos will create memos for all open invoices. Would like to have this option for reminders.

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Declined
Ideas Administrator
This is not standard behavior. Finance charge Memos also require you to have specified Finance Charge Term on the customer cards.

Brian Nielsen, Program Manager
Business Central Team 
1

Reverse Finance Charges and Reminder Charges

Users should be able to create a Sales Credit Memo using the Copy Document feature to reverse issued Finance Charge or Reminder charges.

Read more...

0 Comments

Read more... 0 Comments

Category: Financial Management (921)

STATUS DETAILS
Needs Votes