Reverse Transactions to a Period
The Reverse Transaction Tickbox allows a user to select a date to reverse to. A lot of our clients work off periods - especially in Retail where they don't use Calendar Months. It would be lovely to have a parameter or control somewhere that could allow users to choose if they reverse Journals...
Mass Update module access in the Ledger Calendar form
In AX 2012 and above, there is a feature in the Ledger Calendar form that allows users to Update Module access. There is a request to be able to select multiple modules in one go and do a Mass Update module access. The current design only allows for one module to be selected at a time. It will...
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,
Kristi Slininger, PM
Microsoft
Ledger account vs accounts structure
From General ledger > Chart of accounts > Accounts > Main accounts, could we have a way to know in which account structure a main account is part of
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,
Kristi Slininger, PM
Microsoft
Provisions Table (DACH "Rückstellungsspiegel")
A provisions table is an essential component of a premium financial software. However, D365 still does not offer anything like this in standard. There are workarounds from partners. It would be nice to close this gap in standard.
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,
Kristi Slininger, PM
Microsoft
Exchange rate entry in GL journals as an amount in the accounting currency
In every ledger journal, introduce an "edit" field to enter the exchange rate expressed as an amount in the accounting currency. Example: I receive a payment in CHF to my EUR account. The rate in the system was 0,95 CHF, and I expect to receive 950 EUR for a 1000 CHF bill. Yet the rate for buyin...
Consider Start Date and End date in accrual scheme amortization in case of starting from mid of month
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...
A Reporting currency adjustment journal entity was added into Data management on 10.0.10.
Add production order number in fixed list financial tags
It would be very helpful if I could select production order numbers as a fixed list value in the financial tag configurations. Currently, I can only select order numbers such as sales and purchase order numbers.
Automating Ledger Settlement for Minor Currency Discrepancies
In the ledger settlement process, when there is a minor difference—such as a penny—between the balances of accounts being settled in the accounting or reporting currency, these small discrepancies remain unresolved and are not cleared during settlement.
Customers have expresse...
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,
Kristi Slininger, PM
Microsoft