Be able to copy/export Account Schedules
We often run the same financial report in slightly different versions, such as an detailed income statement and a summary income statement. It would save a lot of time if we could simply copy an Account Schedule and edit it, rather than building an account s...
Allow date formulas when running reports on job queues or when scheduling reports
Some reports are run regularly and require date parameters. Examples are: * Inventory valuation * Customer Statement These reports cannot be run successfully on a job queue, as the report date parameters are fixed. Likewise, these cannot be scheduled to run say every month, and appear in the rep...
Control the size of PDF when using "save as pdf" option.
Hello Team, Is there a setting the can influence the behavior of integrated 'Save as pdf" in Business Central? The “Save as Pdf” functionality is used in order to mail a pdf to a customer. This ends up with large PDF (15MB approx.) which is causing troubles in sending the PDF through an e-mail...
Expose all fields from Sales Documents to Sales document datasets - e.g. External Document No. in 1306
Hi, Our customer types their customers Purchase Order Number in the Sales Invoice in the External Document No. field. It is a demand from many customers to have this information in the documents. When I search for External Document No. in the dataset of report 1306 in the Word layout, then I do...
Pricelist
We wish to print af pricelist to a customer.
It should be possible to have several filtering options.
1. Filter on a specific price list.
2. Filter on all price lists. Here it should be price lists only, and not unit price from the item and no lines without a price...
Sorting option on reports request page
Same like we had on Windows client reports request page, our consultants would like to choose on what field they want to sort reports.
Rolling Periods & Quarterly Periods - Account Schedules
Suggestion: Include 12 period rolling report with dynamic headings & quarterly period column Currently in Business Central: No option for either choice. Possibility to include columns and constantly change the 'Show' column. No possibility for current quarter column with other periods in the sam...
Best regards,
Business Central Team
Filtering On Reports Not Working
You are unable to print multiple records for 1 report for different customers. Go to the Sales Orders. Find orders that have the same value in a/multiple field(s) from different customers and Filter on it/them. Example: “Salesperson Code” = ‘KS’ and “Document Date” = '01/05/18..' https://i.imgur...
Display Swiss QR with the Bill
Some of our cutomers want to use the new Swiss QR bill. But when they hit the "send it by email" button, BC genrate two different PDF and send them one by one to the customer. So he recive two different mail for the same invoice. It is confusing. The goal should be to have one unique PDF with t...
Select multiple Vendors on report filter
Currently, when executing a report it is possible to select, for example, multiple Vendors in the filter screen. However in this case, the Vendor codes have to be typed manually (with a pipe in between), instead of being able to select multiple ones by selecting them through a dropdown menu.
Administrator
Thank you for your feedback. We released this feature as part of Business Central Fall 18 (October) release.
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-work-account-schedule#to-copy-an-existing-account-schedule
Sincerely,
Ivan Koletic
PM, Microsoft