4

Multiple users cannot simultaneously post Cashbook Management batches

When 2 or more users try to post batches from CBM Batch Entry screen (Transactions>Financial>Bank Management>Batches) at the same time, at least 1 of the batches will fail with the error "Data entry errors exist in batch #BatchNumber# Use Batch Recovery window to process this batch." After recov...

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Category: Financials - Other (28)

STATUS DETAILS
New
4

security around bank to prevent duplicate checks

Right now you can prevent duplicate checks in AP but you can't prevent duplicate checks between AP and Misc checks. I would like to see no duplicate checks by bank account so it would include both Misc and AP checks.

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Category: Financials - Other (28)

STATUS DETAILS
Planned
October 2018
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in Dynamics GP 2018 R2.

 

Sincerely,

Theresa Nistler,

Microsoft.

4

Rule-Off Date in SafePay File

In the SafePay file there is no field to include a  'Rule-Off Date'. The only way to populate a date to show end of the current month is to set that field as TEXT and hard-code in the appropriate month-end date.  This would require this client to manually update that 'Rule-Off Date' ...

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Category: Financials - Other (28)

STATUS DETAILS
Under Review
Ideas Administrator

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

Best regards. 

3

Company Tax Detail report when printed to printer cuts off the last column of the report Tax Amount

If you go to Reports > Company > Taxes >> Tax Transactions Report (check "In Detail" box) Printing the report to screen looks fine, but if you send it to the printer (even PDF) then the last column "Tax Amount" will not print. Go into report writer and you can see the layout of the...

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Category: Financials - Other (28)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks Terry, we will look into adding this to a future version. 

Jodi Christiansen
PM, Microsoft 

3

Voiding a debit memo in Receivables Management does not update the chequebook in Bank Management.

Voiding RM Debit Memos created as Cashbook AR Payments not update Cashbook Management in Dynamics GP The 'AR' Credit Memos can be voided in RM and update the Cashbook side without issue but Debit Memos won't.

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Category: Financials - Other (28)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion, we will consider this in a future release. 

Jodi Christiansen
PM, Microsoft 

3

Vendor Deferral Profile

Add the ability to assign default Deferral Profiles to Vendors

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Category: Financials - Other (28)

STATUS DETAILS
New
3

Bank Transfer does not drill back when you have 1 in OPEN & 1 in HIST

Bank transfers create 2 records in the CM20200 table. One for the 'from' checkbook and one for the 'To' checkbook. If you reconcile one checkbook and then move those reconciled transactions to history (CM30200), then the drill-back on this bank transfer from Checkbook Inquiry window is missing ...

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Category: Financials - Other (28)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Terry, 

Thank you for entering your suggestion. We will look to add this in a future release. 

Jodi Christiansen
PM, Microsoft

3

Filing VAT in multi-currency

Currently the VAT reports pull from the TX30000 tax table and reports are generated in the functional currency ID. (While most users are on a UK install and have GBP as their functional currency, this won't be a problem with the new digital tax filing requirements. ) However, you can install VA...

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Category: Financials - Other (28)

STATUS DETAILS
New
2

Add Ability to use/add Addenda Count field in Detail and Header lines in EFT File Format

Many banks require (per NACHA CTX specifications) that the addenda count field be on the 'Detail Line'. This is not currently possible in GP. Currently, it is only possible to successfully use the Addenda Count field for footer lines (batch total, file control) in the EFT File format. See KB 9...

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1 Comments

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Category: Financials - Other (28)

STATUS DETAILS
New
Ideas Administrator

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

Jodi Christiansen
PM, Microsoft 

2

MDA Improvements

Need a better way to connect Vendor information to MDA data on AP transactions. The vendor ID or Name should be included on the default smartlist. Also need to be able to add MDA datato AP batch edit lists.

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Category: Financials - Other (28)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion, we may consider adding this to a future release.