Batch Recovery Edit List
Would be nice to have batch edit report printing capability here so you'll know what to fix quicker rather than having to go to original batch or transaction window to view report there.
Budget Document Attach At Account Level
Currently I only see where you can attach documents at the budget ID level. It would be nice to also be able to attach documents at the GL account level under the budget ID as well for deeper backup documentation.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Copy Checkbook
Would be nice to copy a checkbook setup like inventory item where it copies all information from the checkbook including direct deposit and ACH setup information.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Net amount fields (Boxes 6,7,8,9) on VAT Daybook summary report are incorrect if data had DOCDATE that is over a year old and crosses a year
VAT Daybook was redesigned in GP 2016, and so now the VAT Daybook summary report returns highly inflated and incorrect totals (as compared to sum of the detailed transactions) if the DOCDATE on the data being pulled crosses a year and includes dates back to a year old. The summary report has th...
Bank Reconciliation Edit Reports
Transactions > Financial > Bank Deposits window has a Save and a Print button which prints a report that can serve as an “Edit List” before posting the transaction. This is close enough to the batch functionality that other parts of GP have even though bank reconciliation doe...
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
NACHA Data Security Requirements June 2020 Changes for GP?
There are some NACHA Security Requirements for June 2020 Effective Dates: Phase 1 – June 30, 2020 for Originators and Third-Parties with ACH volume greater than 6 million in 2019 Phase 2 – June 30, 2021 for Originators and Third-Parties with ACH volume greater than 2 million in 202...
Please review an ISV for this if you need it, such as David Musgrave - GP Power Tools!
GP Power Tools Portal | Winthrop Development Consultants Blog (wordpress.com)
Thanks
Terry Heley
Microsoft
CSV imports into Financial Deferral Profiles in GP
Allow a CSV file import to create financial deferral profiles in Dynamics GP.
Hi Alex, thank you for the suggestion. We will consider this for a future release.
Jodi Christiansen
PM, Microsoft
Users may not get prompted that a deferral exist when modifying distributions amounts with different Orgin currencies
Ensure that you have Revenue Expense Deferrals installed and enabled. If you key a transaction other than your functional currency, then reopen that transaction, change the purchase amount and currency, then drill to distributions again, change your distributions, you are not prompted that the De...
1099 MISC & NEC Payer Copy
Would love to have the option to print the payer copy for record keeping and reporting purposes. Need more space on the new 1099 form for address and association names that are longer than current settings. A typical form has 2 lines for address information.
On 18.6 all the forms with lines for 1099. I don't think it matters much what the copy states at the bottom.
Microsoft Dynamics GP October 2023 - ALL Payables 1099 forms print with LINES and BOXES!!
Here is also the blog for year end on payables form printing for you.
Microsoft Dynamics GP Year-End Update 2023: Payables Management Form changes
Last the requirement this year is if you print more than 10 forms in the company, all up, W2's, 1099 etc.
You have to file electronically.
This is noted in the blog below to help you prepare for it
https://community.dynamics.com/blogs/post/?postid=2246f6af-3f2a-4faf-9da5-544613326c20
Thanks
Terry Heley
Microsoft
Please enhance safepay configuration
Safepay configurator should prompt user the logic as to how many lines are allowed.
as of now the configurator is easily corruptible and one needs to start from scratch every single times.
Issue: SafePa...
Administrator
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.