Add user-defined fields to Transaction Entry
Add at least 2 text user-defined fields (at least 20 characters) to Transaction Entry (entering journal entries). This is a very common request from our clients
Update account descriptions using Mass Modify
Add the option to update account descriptions using the segment descriptions in Cards > Financial > Mass Modify (without making any other changes to the accounts).
This feature was added in the Fall 2021 Release due out October 1, 2021
(99+) Microsoft Dynamics GP (2021) New Feature Blog Series Schedule! - Microsoft Dynamics GP Community
Add column sorts to Segments lookup window
In Financial > Setup > Financial > Segment, add the ability to sort by Number or Description in the Segments window (lookup on Number).
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
Don't ask to add new account when the lookup is engaged in Account maintenace
In the majority of lookup windows, you can type in the first several characters of the ID before doing a lookup, and when you select the desired record from the lookup window, it brings you back to the maintenance window and populates with the selected record. If you take those same step...
This is completed in the 18.6 release.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
Microsoft
Automate FULL (multi-year) reconcile
The GL Reconcile is a very common process that is required under many circumstances. It is very tedious to reconcile "the right way" which is to do it one year at a time from oldest to earliest historical years first, then repeat the process for the open years.
I think it would b...
Please review the feature documentation
Limit Excel Copy/Paste Decimals Places to Currency Setup
It is possible to do an Excel copy/paste for more than decimal places than the currency is setup for. These do not show in the UI, which is misleading, however, the extra values are in the GL10001 table. These will also post, if balanced. At the very least, an error should be thrown for entrie...
Please review the below blog for further information on this feature.
Add scrolling arrows to Account Segment Setup window
In Financial > Setup > Financial > Segment, ad the ability to scroll through number records once the Segment ID has been selected.
This is completed in the 18.4 Fall 2021 release
Terry Heley | Sr. Escalation Engineer | Microsoft Dynamics
701-492-6376 (o) | 701-412-5619 (m) | theley@microsoft.com
Have Refresh Button on Financial Inquiry screens (like on home page)
Have a refresh button on the top of various screens - like the financial inquiry detail/summary screens so the user doesn't have to scroll to another account and back or open another window to refresh the information.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
Ability to copy an account
The ability to copy an account from an existing one, then change a segment or two, would be very helpful.
| This can be done using the Mass Modify window. |
Jodi Christiansen
PM, Microsoft
Dynamics GP: Allow users in other companies when you need 'Reverse Historical Year' or un-do a closed GL year in one company
In the GL year-end closing window (Tools | Routines | Financial | Year-end closing), when you use the button for REVERSE HISTORICAL YEAR, to reopen a closed GL year, it requires that ALL USERS are out of ALL COMPANIES in order to reopen a GL year in ONE company. Can you change it so that use...
Thanks
Terry Heley
Microsoft
Administrator
https://community.dynamics.com/gp/b/dynamicsgp/posts/additional-user-defined-field-in-general-ledger-transaction-entry