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.
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 ...
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...
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...
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 ...
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.
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 ...
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.
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.
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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