Add functionality for a 1099 withholding tax required in CA and PA
In year 2018, Pennsylvania is requiring a ‘withholding tax’ on out of state vendors that receive a 1099 form, CA is also requiring this. It is my understanding that PA withholdings need to be reported on the providers federal 1099 – in box 16 and 17 For CA there is no requirement on their 1099, h...
EFT Vendor with File Transfer Method of Not Specified, doesn't get included in the EFT file output and no warning is given
If a vendor is set up with a File Transfer Method of Not Specified, when the EFT file is generated that vendor is not included and no warning is given to the user. User does not understand why there is no EFT User should receive a warning “The EFT file format is based on the vendor and a file for...
Void Historical/Void Open Transactions
When Cards > Purchasing > Vendor > Accounts "Accounts Payable" account field is blank, we receive errors saying cannot void. It would be better to make the process look at the actual account the invoice/check was charged to and void based on that information since not all vendors can ...
Credit Memo On Check Stub
When a credit memo gets fully applied to an invoice, it does not show up on the check stub. It would be nice to have a setup flag that would show the credit memo and its total as a negative and also show the full invoice amount as if the credit has not been applied for clarity to those who rec...
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.
Fix PM GL Distribution Detail Report
The PM keys table is used when printing the PM GL Distribution Detail Report - however, when you post a recurring batch, the first date of the invoice is written to the doc date in the PM keys table instead of the most recent doc date. Running check links will update the dates to match the act...
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.
W2-G Form on Vendor Maintenance
Add the option for W2-G under Tax Type on Vendor Maintenance Options. W-2Gs are issued by many professional sports teams and casinos. Currently, these forms have to be filled out manually since the form is not available in GP.
Hi Kara,
Thank you for your suggestion. Do you currently have the data for this form in GP? If so, where is it stored? I will do more research on this too.
Jodi Christiansen
PM, Microsoft
Payables Remit to Address
It would be great to see the remit to address on the payables transaction entry screen. It is so time consuming to have to view the vendor record each time.
Allow Edit Payment Batch window to expand down
Allow Edit Payment Batch window to expand down to show more vendors and invoices on the screen without having to scroll down.
EFT - Add the 'IAT ADDENDA' remittance line to the IAT NACHA format in Dynamics GP
Many banks are offering 'check printing' services and so users need to get a flat file of EFT payments from Dynamics GP. The file format requirements often have several addenda lines needed for company and payee information that the user can achieve with the IAT addenda 1-7 lines. However, t...
EFT - add 'total of addenda records' to the detail line in NACHA formats, so a CTX format could be achieved
The 'CTX format for EFT is common but not an available file format in GP. The only field that cannot be achieved is a total of the addenda records in the DETAIL line. GP can count/sum records AFTER they are printed, but not before. If GP could total the addenda records in the DETAIL line, an...
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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.