Financial Reports Export Option
The "include all reporting units" option when exporting Financial Reports should default to "Yes" instead of "No". The default of "No" will not include all of the data for the report, and if you set to "yes" when exporting then it doesn't remember your selection the next time you export a report...
Data Entity for Reporting currency Adjustment journals
A new data entity should be created for Reporting currency Adjustment journals to upload adjustments for Reporting currency. So far, in the current versions, this entity is not existing, and companies must create their own entity or enter the adjustments manually from UI. Think about this scena...
Ability to select and post or delete multiple journal entries across Legal Entities within the Global General Journal form
While a user can view and select singular journal entries in the Global General Journal form, you're not actually able to post or delete multiple entries unless they're all from the same branch/company/D365 Legal Entity. This is...
Make attachments mandatory for General & Budget Journals
Making it mandatory to attach supporting documentation to journal entries would be beneficial for auditing purposes. If this could be a setting that can be turned on / off for each journal type rather than a blanket setting applied to everything that would be great.
Options to add default description for foreign currency revaluation transactions
Currently, system does not allow to add parameters in Default description for foreign currency revaluation transaction types.
We need this functionality to specify the purpose of the transactions.
Adjust posted Financial Dimension Values in general ledger
As financial dimensions are used only for "internal cost accounting" purposes and are therefore under no law restictions they can be changed after posting.
Unfortunately financial dimension values are posted wrong (e.g. company, site, project,...) a lot of time, and it is very time consu...
Management reporter - data mart reset - Enhancement needed on integration status logs
When resetting data mart, users can find that while integration is in Running status from the front end, there can be actual failures when checked from the backend. We need a better log to better monitor it.
This is extremely helpful in Production where access to DB is limited...
Activate Feature by company
Some features are very impactant for the group organization. For example, the "Awareness between ledger settlement and year-end close" feature has a very big impact in terms of organization, because it will force ALL companies for a group to be at the same level of closing, means ALL the compa...
Disable "Awareness between ledger settlement and year-end close feature"
Our client very often after launching the year-end closing proceeds to liquidate and merge the transactions:
For example:
The opening 20AP vouchers is liquiquidated and merged with closing 20AP transactions.
Both of these vouchers were created by “Year and close” p...
Single journal line that contains both the account and offset account information, representing both sides of the debit and credit, while creating the elimination proposal.
Currently as per design, it can be achieved with 2 lines. Let's say we've posted an intercompany transaction between USMF and USSI. In USSI, we have a balance of 100.00 debit for Intercompany receivable account 123. In USMF, we have a balance of 100.00 credit for Intercompany payable account 9...
Thank you for the suggestion. It's clear what the ask is, but I'm wondering if you could provide more information on the business requirement behind the request. How does this change improve the product or what additional functionality does it provide?
Thank you!
Kristi Slininger, Finance PM
Administrator
A Reporting currency adjustment journal entity was added into Data management on 10.0.10.