26

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...

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9 Comments

Read more... 9 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Completed
Ideas 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

25

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...

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1 Comments

Read more... 1 Comments

Category: Reports and Business Intelligence (302)

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
24

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...

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (302)

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
24

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...

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

Are you by any chance using embedded fonts in the layout? This is one way that the PDF document size can grow to MB size (other than just having a lot of data in there)
 
Sincerely,

Kennie Nybo Pontoppidan

PM, Microsoft
23

Create and update APIs to get the pdf of a report in Power Automate

There are some APIS that support it, https://thinkaboutit.be/2023/03/how-do-i-get-business-central-pdf-documents-in-power-automate but many APIs that do not support it.


Currently you can only use it on:

22

Filter out closing entries

It would be nice to exclude closing entries from financial reports when using a date range that crosses over year end. This functionality exists on "G/L Balance by Dimension", but it is not present in Account Schedules or other financial reports. On the flow field filters, it would be nice to ent...

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1 Comments

Read more... 1 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
22

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...

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4 Comments

Read more... 4 Comments

Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team
22

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...

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1 Comments

Read more... 1 Comments

Category: Reports and Business Intelligence (302)

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
21

PDF Encryption

One of the requirements by the Revenue Service is that PDF documents which are sent electronically from Business Central need to be encrypted, for both exporting a PDF from the Modern Client or through custom code in a batch process. This is possible to do through development for On-Premise depl...

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (302)

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
20

Date Formula support on Job Queue Report Request Page options

The feature that was released allows users to use the date formula to define when to run the scheduled job - i.e. "CM+1D" in the 'Next Run Date Formula' field will schedule a report on the first day of the next month.


This feature is actually not useful if you're scheduling a ...

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0 Comments

Read more... 0 Comments

Category: Reports and Business Intelligence (302)

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