7

Improve/Enhance Allocation Accounts to include (aka Vectoring)

Allocation accounts are great tools and can be especially powerful when utilizing Variable Allocation accounts in combination unit accounts that act as the breakdown accounts. However there are also some limitations and inefficiencies with using these tools at times. I have seen other ERP syst...

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Category: Financials - General Ledger (71)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider this in a future release.

Jodi Christiansen
PM, Microsoft 

6

Multiple documents attachment at one time

I was trying to attach multiple documents for JE support in Dynamics GP 2016 but I couldn't find the functionality to do to. However, I can attach one document at a time, which means if I have 20 supporting documents, I'll have to repeat the process for 20 times. I think that's waste of time, and...

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Needs Votes
6

Master Posting Batch Edit Report

It would be nice to have a print button so once a batch is selected, the batch edit list can be printed from here instead of having to drill back to the batch window to print it.

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

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

6

Fix account sort in Reporting Services Trial Balance

Account dropdowns in Trial Balance Detail and Trial Balance Summary are not sorted so that you can find the account you want. Broken in 2016 and 2018.

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Category: Financials - General Ledger (71)

STATUS DETAILS
Needs Votes
5

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

When posting transactions, some of my clients like to have the account selected so they can see the amounts change. It would be great to either have them auto refresh, or have a refresh button so they don't have to scroll back and forth between years or accounts to see the new amount.

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Category: Financials - General Ledger (71)

STATUS DETAILS
Needs Votes
5

Ledger ID Filter in Financial Detail Inquiry

In Financial / Inquiry / Summary, GP offers the possibility to filter by one or more Ledger IDs, displaying balances according to one ledger or a combination of ledgers. This is great functionality, which unfortunately is not available in the Financial / Inquiry / Detail Inquiry window. It woul...

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

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

5

General Ledger Transaction Approval Workflow

Would be nice if there was a general ledger transaction approval workflow like other transactions/batches have as options so you could approve transactions one at a time.

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

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

5

Copy GL Account

Would be nice to copy a GL account setup like inventory item.

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

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

5

Drilling back from SmartList to Detail Inquiry window takes wrong date range.

When drilling back from SmartList the Detail Inquiry window takes the date range based on the GP user date instead of the year the transaction was posted to. To work around this; you have to either change date range in the Detail Inquiry window and refresh, or bring the entry up directly from ...

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

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

5

Batch Edit shows incorrect GL Account

After adding the Distribution Reference to the Batch Edit report, when posting inter company transactions the GL account is incorrect as it tries to pull them from the originating company. Need ability to add the Distribution References to the Batch Edit List and also have the correct GL distr...

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0 Comments

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Category: Financials - General Ledger (71)

STATUS DETAILS
Needs Votes
Ideas Administrator

I am not sure we can do this on the report but can look into it if we get more votes on it. 

Jodi Christiansen
PM, Microsoft