Improved integration with OCR-Service (Readsoft)
The Ocr-service that is integrated with Readsoft is a neat functionality but it is very hard to extend in BC online. Much of the standard code is old and are missing integration events. The datamodel from Readsoft provieds a much broader set of information that what is used in the Incoming docume...
APPLY PAYMENTS TO SEPARATE LINES IN AR
Some industries deal with the challenge of customers that pay invoices line-by-line. This is especially true in health care and professional staffing industries where one invoice contains line items for each resource and their billable hours. If an individual line on an invoice is in dispute, whi...
Be able to setup Unrealized VAT behaviour independently for Sales and Purchases
Companies in Spain sometimes only have a few Vendors in which the legal due of VAT occurs at the time of posting the Payment and not the Invoice. Activate the "Unrealized VAT" field in "General Ledger Setup" table changes the behavior of Sales as well as Purchases simultaneously. Further, this...
ACH & PP
On the positive pay file my ACH documents are appearing which users have to go in manually and delete. It would be nice functionality if the Positive pay file only filtered on Computer checks.
Email Notifications of Change of Bank Account Details
When you receive email notification that a bank account has been changed on a Vendor account it would be really helpful for the Vendor Number or Name to also be included. This would make it much easier to track and follow up on changes to verify
Cash flow payment terms code to reference the average collection period days
Could the cash flow payment terms code reference the average collection period days?
Recurring Ledger
It would be great if you could send the ledger to an Excel sheet, change the date and description/text and send ot back to the ledger instead of having to change it line by line.
Indicate a General Ledger Entry Document No does not require a matching Incoming Document
Problem. We make use of the functionality that shows general ledger entries that do not have a matching incoming document against them. This is used as part of financial audit. However there are transactions that do not require a matching document (less than financial thresh-hold) or for another ...
Deferral Description- additional parameters to specify a description that will be shown on entries for the deferral posting
Current functionality allows the users to 1. use period parameters - https://docs.microsoft.com/en-us/dynamics365/business-central/finance-how-defer-revenue-expenses#to-set-up-a-deferral-template or 2. change the description for each document line in Deferral Schedule. 3. change the descriptio...
Dimension Correction tool improvement
The new Dimension Correction tool on GL Entries is great. However in order to prevent problems with Cost Accounting it would make sense to disable it but be able to allow it when the change is needed. One of possible solutions would be to control whether dimensions are allowed to be changed in c...
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