29

Decimal of Amount should be changed regarding currency

For currency in Japan and Korea, it is not necessary decimal in Amount. Customers in Japan are familiar with entering amount without decimal. Decimal for Amount should be removed from display, regarding currency. Note: decimal is needed for prices. I mention only for Amount.

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3 Comments

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Category: General Ledger (365)

STATUS DETAILS
Under Review
26

Ability to export invoice pool from screen to Excel

The option to export the invoice pool into Excel is missing. Microsoft instead recommends using the invoice register journal, but this doesn't display which invoices are still in the pool. Therefore, we would like to be able to export the invoice pool data.

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3 Comments

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Category: General Ledger (365)

STATUS DETAILS
Under Review
26

GL to sub-ledger reconciliation: enable automatic GL settlements for entries settled at sub-ledger level

As one way to address the current GL to sub-ledger reconciliation challenges, please enable automatic GL settlements for entries settled at the sub-ledger level or having an explicit reversal link. For example:

  • Invoices and payments incl. partial ones
  • Payments in trans...

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    0 Comments

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    Category: General Ledger (365)

    STATUS DETAILS
    Needs Votes
    Ideas Administrator

    Thank you for the feedback!  We will consider this for future releases.  Kristi, Microsoft PM

25

Payment Reference on Advanced ledger settlement function

At the moment, the field “payment reference” is available in the form Ledger settlement only if the “Advanced ledger settlement” function is off. Once you activate the “Advanced ledger settlement” functionality, the field “Payment reference” is not available anymore. The functionality is basical...

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1 Comments

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Category: General Ledger (365)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback!  We will consider this for future releases.  Kristi, Microsoft PM

25

Multiple dimension configuration for integrating applications active

It would be very helpful to be able to setup multiple 'Financial dimension configuration for integrating applications' sets per type and use it for separate data entities. So e.g. For customer integrations we would like to use 2 out of 5 dimensions, for projects 3 dimensions out of 5 and for j...

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3 Comments

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Category: General Ledger (365)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the feedback, we will consider this on our roadmap. Sincerely, April, PM, Microsoft

24

Source document number on voucher transaction screen/form

on general ledger voucher transaction inquiry screen (General Journal > Inquiries and reports > Voucher transactions), there is a field already available called "Transaction type" which tells user the main source of the voucher which gets posted. (like Sales order, purchase order, production, inv...

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4 Comments

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Category: General Ledger (365)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion. We will consider this in our planning. 

Kristi, PM for Dynamics 365 Finance

24

To have a flag on the journal header that indicates if all lines have been successfully transferred to the target

Currently when use integration via Data management and Batch posting processing, journals with some lines in error are executed as partially succeeded ( correct lines as completed and incorrect ones as error ). After correcting the previously error lines still can not be copied to target because ...

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0 Comments

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Category: General Ledger (365)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback!  We will consider this for future releases.  Kristi, Microsoft PM

24

It should be possible to delete dimensions that are not used

It should be possible to delete dimensions that are not used. Right now system does not allow to delete dimension even though no transactions have been posted using the dimension. Right now the work around suggested y microsoft support is to rename the dimension name as "no use" . But a permanen...

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1 Comments

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Category: General Ledger (365)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback!  We will consider this for future releases.  Kristi, Microsoft PM

24

General Ledger - Ledger Allocation Rule Batch Job

 There should be batch job with rule grouping in order to process ledger allocation rules. Currently, clients have may allocation rules and have to execute each one by one with same parameter on monthly basis (part of monthly closing if there are many cost centers).

...

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2 Comments

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Category: General Ledger (365)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback!  We will consider this for future releases.  Kristi, Microsoft PM

23

Validation of account structure for all postings – do no allow blank financial dimensions on restricted accounts.

The system should always stop postings with blank financial dimensions if the account structure is restricted to not allowing any blank values. The system currently allows some ledger postings to have blank values in the financial dimensions which have been restricted by the account structure. ...

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0 Comments

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Category: General Ledger (365)

STATUS DETAILS
New