Need the feature to send Vendor account statement to vendors via email from D365
Need the ability to send Vendor account statement to vendors via email on the email id's mentioned on the Vendor master. This feature is available for the Customer account statement in Accounts receivable module using the Print management setup/Print destination settings. Need a similar feature ...
Dynamics 365 Finance accounts payable vendor statement Enhanced Item vendor invoice search
Wish there is future option to potentially search for an item or item description or external item description or code from vendor statement, in the event, legal entity purchasing or account representative specialist may have a potential question or dispute from vendor statement. Not featuring i...
Have the option to setup Intercompany Journal posting to prevent Actual Sales Tax amount to be larger than transaction amount
In D365, users are able to post intercompany Accounts Payable invoices with an Actual Tax amount larger than the transaction amount. This is detailed in the LCS link below: https://fix.lcs.dynamics.com/Issue/Details?bugId=602138&dbType=3&qc=02e218dc39f7159ce6336e226ae83c186f065f325a122529b10dbc...
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
Provide support for more than one invoice journal name with invoice capture
Client would like to have the credit memos come into a different journal name (for voucher numbering, etc) through invoice capture.
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".