Ideas List

Share your ideas and vote for future ideas

97

Increase the size of the Reference and Distribution Reference fields

Both reference and distribution reference fields in GP's GL can only handle a maximum of 30 characters. I understand why these fields were kept relatively small when the product was developed in the early 90's, but 25 years later my customers expect a little more space to write descriptive inf...

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6 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. We have reviewed this functionality ask previously.  Unfortunately, given the impact throughout the entire system and on customizations, this is not something we can consider at this time.
Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

47

Add user-defined fields to Transaction Entry

Add at least 2 text user-defined fields (at least 20 characters) to Transaction Entry (entering journal entries). This is a very common request from our clients

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1 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator

https://community.dynamics.com/gp/b/dynamicsgp/posts/additional-user-defined-field-in-general-ledger-transaction-entry

47

Batches for Bank Transactions

The ability to create batches for Bank Transactions. Important to add this for being able to check data entry prior to post and for segregation of duties.

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0 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. With the complexity and size of this request, we have no plans to implement this.  You could contact an ISV to see if they have options for this functionality. 

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

31

Update account descriptions using Mass Modify

Add the option to update account descriptions using the segment descriptions in Cards > Financial > Mass Modify (without making any other changes to the accounts).

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0 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator

This feature was added in the Fall 2021 Release due out October 1, 2021
(99+) Microsoft Dynamics GP (2021) New Feature Blog Series Schedule! - Microsoft Dynamics GP Community

30

Add column sorts to Segments lookup window

In Financial > Setup > Financial > Segment, add the ability to sort by Number or Description in the Segments window (lookup on Number).

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1 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator
This is a feature with the 18.5 Release of Dyanmics GP October 2022
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
29

Don't ask to add new account when the lookup is engaged in Account maintenace

In the majority of lookup windows, you can type in the first several characters of the ID before doing a lookup, and when you select the desired record from the lookup window, it brings you back to the maintenance window and populates with the selected record.  If you take those same step...

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1 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator

This is completed in the 18.6 release.  
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
Microsoft

28

Automate FULL (multi-year) reconcile

The GL Reconcile is a very common process that is required under many circumstances.  It is very tedious to reconcile "the right way" which is to do it one year at a time from oldest to earliest historical years first, then repeat the process for the open years.

I think it would b...

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2 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator

Please review the feature documentation

27

Limit Excel Copy/Paste Decimals Places to Currency Setup

It is possible to do an Excel copy/paste for more than decimal places than the currency is setup for. These do not show in the UI, which is misleading, however, the extra values are in the GL10001 table. These will also post, if balanced. At the very least, an error should be thrown for entrie...

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1 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator

Please review the below blog for further information on this feature.

22

Add scrolling arrows to Account Segment Setup window

In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.

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0 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator

This is completed in the 18.4 Fall 2021 release
 

 

 

Terry Heley | Sr. Escalation Engineer | Microsoft Dynamics

701-492-6376 (o) | 701-412-5619 (m) | theley@microsoft.com

MSFT_logo

 

19

Have Refresh Button on Financial Inquiry screens (like on home page)

Have a refresh button on the top of various screens - like the financial inquiry detail/summary screens so the user doesn't have to scroll to another account and back or open another window to refresh the information.

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0 Comments

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Category: Financials - General Ledger (76)

STATUS DETAILS
Completed
Ideas Administrator
This was completed in the 18.6 release.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
 
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