Financial tags - automatic sorting on new values in custom list
It would be beneficial for end users to have auto sorted values from A-Z point of view when they open the list to choose from. As per now when new values are added to custom list, they are at the end, so it is harder to scroll and find the proper value to use.
Side by Side attachment viewer for journals
Expend the side by side viewer functionality currently available on pending invoice form to the general journals form to help easily view the attachments for journals lines. This functionality could help the review and approval process for journals.
Description field in General Journal should not be a hyperlink
When entering a journal the description field is a hyperlink. However general journal descriptions are normally free text fields and we don't have set descriptions for them. When the users return to the field to edit it, they are thrown into the list of predefined texts, and have to close the...
Dates in Accounting Source explorer in users format
When downloading the data from the Accounting Source Explorer (using the Export button, not the office adding), all of the dates are in US format (mm/dd/yyyy). This date should be in the format of the user. This format requires users to change the date to their format for the report to make...
Reverse transaction - reason comment
Customer posted a ledger transaction and reversed the same with the reason comment while reversing transaction. However, customer unable to find the comments updated while reversing the transaction in voucher transactions view and in reverse tracing view. And also tried to insert the column bu...
The ability to select multiple companies for Accounting Source Explorer
We run Accounting source explorer several times a month. Right now it only has the ability to run one company at a time. It would be a great ability to generate accounting source explorer data for all/selected/multiple companies at one time. Thanks!
Add Central Bank Rates to the OANDA exchange rate provider in D365
The OANDA exchange rate provider in D365 allows customers to take daily market rates - Average- Bid- Ask etc. For financial reasons companies may be required to use Central Bank (end of day) rates for their conversions.
Please update the OANDA exchange rate provider to allow ...
Statement by dimensions
When customer generates the Statement by dimensions is getting a warning “An error occurred when running report LedgerTransStatement.Report in batch. Contact your system administrator for more information”.
Customer can only gene...
Restructuring of Chart of Accounts Dynamics 365
We have requirement to restructure the COA which includes replacing Old accounts with New Global Accounts along with default dimension tagged to the new accounts.
For example: - Customer has created new COA as global accounts. - Earlier they have local accounts for e.g. ...
General Journal Line Numbering
DESCRIPTION OF THE PROBLEM: When adding lines in a general journal, the first line number generated is ‘1’. We click on new, the next line is added ABOVE and the line number is ‘-1’. When the line with number ‘-1’ is selected, the next line number generated is ‘-2’. If line number ‘1’ is selected...
Administrator
Request noted.