1

Payment application rules - Machine Learning

Payment application rules are too static. BC should use Machine Learning to remember a user's corrections, and change the application rules based on this.

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Category: Financial Management (892)

STATUS DETAILS
Needs Votes
1

Sending email to all customer

Today we have to copy all customers emails and manually insert them in outlook/mail to e.g. send an email to all customer about new lokation, or closed days because of holidays etc. It could be nice to have a function under the customer list - which collect all the selected customer at one time ...

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thanks for your suggestion.

We do have a feature that can be used for these scenarios.
Find more info here about Segments and Interactions: https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-segments

Best regards,
Brian Nielsen, Program Manager
Business Central Team


1

Allow multiple Yodlee bank account feeds to be connected to one Bank Account in BC

Allow users to assign multiple Yodlee bank accounts connections to a single BC bank account. The Yodlee connection considers each individual credit card a "bank account" rather than providing a feed for the consolidated credit account, requiring BC users to setup and manage individual bank accou...

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Category: Financial Management (892)

STATUS DETAILS
Needs Votes
1

Retaining detail in Consolidations

Currently I have a client who has multiple steps to their consolidation. Company A, B and C consolidate into Company X, which has a number of companies at that second level that roll up into Company XY. This is because all entries that get consolidated are added together (debits and credits) to b...

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Category: Financial Management (892)

STATUS DETAILS
Needs Votes
1

Use the Due Date on a Cash Flow Forecast Entry for a Purchase Order

Currently, when a Due Date is manually typed in on a Purchase Order, the Cash Flow Forecast entry date is a recalculated date based on the Purchase Order's Payment Terms. For example, a user creates a Purchase Order with a Payment Terms of Net 30. Assuming the Document Date is March 1st, the ...

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Category: Financial Management (892)

STATUS DETAILS
Needs Votes
1

Bank Reconciliation Page Space

We have several clients who prefer the bank rec format without auto match format, however each subpage only allows you to view about 5 records at a time. Any way to increase this would be much appreciated.

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
The Bank Rec. Worksheet page will have an improved UI in Wave 1, 2021  (April), allowing you to view more lines in each Fasttab. It also gives you the possibility to use Focus mode for the Fasttabs, opening the Fasttab in a separate page that will give much more space for lines.

Best regards,
Brian Nielsen, Program Manager
1

Add the FOCUS MODE page expansion option to the BANK RECONCILIATION page (Deposits & Checks portion)

Currently, the US version of the BANK ACCOUNT RECONCILIATION page is showing a limited number of lines for the Checks and Deposits section of the page. The user is NOT able to expand this section of the page. Adding the FOCUS MODE button to the TOP RIGHT-HAND Side of both the Deposits and Checks ...

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thanks you for your suggestion.
This has already been implemented and will be available with Wave 1, 2021 (April) release.
In addition to adding focus mode we have also expanded the Fasttab, so you now can have more lines visible if you prefer working on the worksheet page.

Best regards,
Brian Nielsen, Program Manager
1

Bank Statement Numbers - Allow Alphanumeric

I have a client that is doing mid-month bank reconciliations and would like to Alphanumeric (i.e., Jan2021, or 2021-01 ) so he can visibly recognize which statement is which.

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0 Comments

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Category: Financial Management (892)

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
1

perform insert, Modify, Delete like in Dimension table from other Applications using Power Automate

enable using the power automate to Insert/ Create automatically values in the dimension table and the dimension value table.

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Category: Financial Management (892)

STATUS DETAILS
Needs Votes
1

REVERSAL ENTRY SHOULD HAVE REVERSED=TRUE OR FALSE IN LIST VIEW

All reversal entries listed should have True / False in the list view itself under G/L Entry view so anyone can easily change or reverse entry only that which are false for reverse transaction.

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1 Comments

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Category: Financial Management (892)

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