Unable to perform specific tasks while transaction is on a bank rec
The user is unable to void a check if it is currently on an unposted bank rec. While performing bank recs, certain issues may be found such as a payment which was recorded in error. One could spend quite some time doing a bank rec only to find a check needs to be voided. This requires the user...
Payment Reconciliation Journal reversal
With Business Central version 18.0 bank reconciliation errors are now able to be unapplied. Errors in posting Payment reconciliatiojn Journals are currently NOT correctable when entered as an Initial Entry and only if they are enetered as an Appliaction or Journal entry. Since the AI functionalli...
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 ...
Restrict a Dimension Value range for specific master records
Right now we can default one Dimension Value on a GL. However, it would be nice to restrict a range of Dimension Values to a GL, Customer, Vendor, Job, etc (i.e. all master data records). For example, if I have a Dimension called "DEPARTMENT" and the Dimension Values are 100, 200, 300 and I h...
Automated Amortizations - Like in Netsuite (for journals and invoices etc)
For example Releasing a prepayment to the P&L and having the ability to either automatically calculate the amount spread a period OR manually edit the amount released for each month. Similar to Netsuites capability to amortize Templates: https://www.youtube.com/watch?v=G9ULVXwXL00 Journal Entr...
Employee reimbursable job expenses
this needs to be fixed ASAP for auditing purposes. The problem will get worse if not. I think someone at MS needs to do some due diligence around this issue. I have provided the solution, it just needs to be incorporated, along with a means of aligning the data correctly with the work around tha...
Ability to block posting groups
Ability to block posting groups This will give the ability to stop transactions from being posted if changes as being made in the posting setup. Could also be used to stop posting on items, VAT, AR AP and GL accounts etc that are not being used anymore or transitioning data. IE. Obsolete item...
Reverse Charge to check if VAT code exist before reverse is applied
Reverse Charge to check if VAT code exist before reverse is applied The application should check the account for a VAT number before a reverse charge takes place. This is a EU requirement to reverse the charge without it standard VAT rates should apply This also saves the need to have multiple...
Don't bury Get Recurring Purchase Lines 4 clicks deep
Get Recurring Purchase Lines is buried. It should be a short cut on the visible box.
deletion of G/L Accounts should be re-factored
The deletion of G/L Accounts should be re-factored. There is a date field in G/L setup which needs to be used: field caption is "Check G/L Acc. Deletion After". This field needs to contain a date in the past. If general requirements are met ... G/ L Balance is zero, Fiscal Year is closed, no Bu...
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