Self Billing
The Italian VAT legislation allows the invoice to be issued not only by the seller / provider or by a third party (ie accountant, software house, etc.), but also by the customer on behalf of the supplier ("self billing"). The practice of "self billing" has spread to meet the needs of efficiency i...
Price tolerance set up should allow negative values.
The customer is looking for the option to enter the positive and negative values in the Price tolerance set. Navigation: Accounts payable --> Setup --> Invoice and matching --> Price tolerances
Need option to filter only the records which are unposted due to price variations in vendor invoice automation
The customer is looking for the option to filter only the records which are unposted due to price variations in vendor invoice automation. They are doing vendor automation, so some records are unposted due to price variations and missing the product receipts. They want to filter the records only...
How to Check VAT Amount Before Posting Journals, not per lines but for all lines combined view.
VAT Amount need to be easier to view instead of looking by individual lines.
Batch Process for Update of Vendor's 1099 Data
On the Vendor screen there is a option to update the vendors 1099 data. This performs a process which updates the vendor transactions based on the current tax settings of the vendor. For example, if half way through the year I determine that the vendor has the wrong box assigned, I can update t...
Submit Pending Invoices to Workflow Automatically
Many of our customers see Pending Invoices as an additional step in an automated process. When importing an invoice, if the invoice passes the matching and policy checking, they would like the system to automatically submit the invoice to a workflow. This could be in a separate batch job to al...
This is planned for Fall 2020 Wave 2
Add Project Name or Description to Expense report and Expense reports re-imagined
Add Project Name or Description where project ID is used to Expense report and Expense reports re-imagined.
This would allow readers of the Expense/Expense report to recognize the Project with out going into related windows.
Dynamics 365 Accounts payable invoice approval option to view and default requester responsible
Wish there is an option to easily view, inquiry, filter and report on vendor invoice requester responsible.
Enable project offset for Vendor Invoice and Vendor Invoice Journal Excel Add-in Templates
The excel add-in is great for loading lots of invoice lines and invoice journal lines.
It should be easy to offset a vendor invoice to a project using the excel add-in. (eg it shouldn't require ISV development)
It seems like most of the groundwork for this was...
Payment Proposal Parameters to Fill Invoice Dimensions to Payment Lines
When the payment proposal is generated, invoices are being created.
It would be wonderful if there is a parameter on the proposal that user can select "Group by dimension".
This parameter will group the payments per dimension and insert in to payment journal lines. And also dimen...
Administrator
In the 2020 year-end 1099 release, a new optional feature was added to allow multiple vendors to be updated. The feature is enabled in Feature Management. It is labeled "Update tax information for multiple vendors".