Journal lines dataentity with field Actual sales tax amount
When importing vendor invoices lines the caclulated tax by D365FO often will differ from the amount on the original imported invoice. Instead of having to update the imported files aftwerwards it should be possible to populate the Actual sales tax amount in the import. This will make sure all ...
Pending (Purchase) Invoice Management
When a purchase invoice is in pending invoice state it would be useful to know when the matching process was last performed/attempted. This would specifically assist in business instances where three-way matching is required, by the product has not yet been posted. Accounts payable teams will b...
Copy invoice image to transactions and journal
Now we have AP automation so we are able to import invoice images into pending vendor invoices, it would be nice, if the image was copied to: - invoice journal - project transactions - vendor transaction when the invoice was posted. NB This should have been posted under the AP category, but I ...
Side-by-side attachment viewer - print TIFF
In the July release it wil be possible to use the Side-by-side attachment viewer for TIFF, JPEG, PNG etc. This functionality will not be enabled for PDF files.
When adding images as TIFF, it will not be possible to print the image. The document is enlarged, and it will not be...
Vendor Aging is not able to filter out the data based on posting profiles
Hi There,
While selecting Filter of Dimensions.MainAccount before processing Vendor Aging or Customer Aging system is not generating the aging based on posting profiles, if any posting profile (Either Advance to Supplier GL account or Trade Payables GL Account) is selected then system s...
Standard Intercompany Balance Functionality in AP Module
Hi,
Would it be possible to have a standard form in the AP module that provides visibility on intercompany balances?
Many customers do not have intercompany automated purchase invoice posting. Therefore, having a dedicated functionality to verify intercompany ...
Require single click purchase order invoice reversal
Currently, reversing a purchase order invoice in Dynamics 365 involves a multi-step process that includes creating a purchase return order, selecting the specific invoice to be reversed, and then posting the reversal transaction. This process is time-consuming and can lead to inefficiencies fo...
Slowness in Pending Vendor Invoices
Facing slowness in editing the Pending Vendor Invoices with large records (More than 1000 lines). In some event, system took more than 30 mins to open the form to edit pending vendor invoices when records more than 4000 lines. Looking for the team to improve the performance of this functionali...
Add the 'Project' field on the Invoice capture app
Currently, there is no 'Project' field that can be configured and added into the Invoice capture app, for validation and linking purposes.
For businesses that deal with a high-volume of Project-related PO/PO Invoices, that information is pertinent and will help in correctly ca...
Invoice capture to support direct invoicing of purchase agreements
Why direct invoicing with Invoice capture?
The main challenge with indirect procurement (non-stock) is it mostly done based on a value rather than quantity. For example, a professional services firm like lawyers or architects do work overtime, normally there is an expectation the service...
Administrator
Re-categorizing to get it in front of the AP team.