Ideas List

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47

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

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1 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator

https://community.dynamics.com/gp/b/dynamicsgp/posts/additional-user-defined-field-in-general-ledger-transaction-entry

31

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).

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0 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator

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

30

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).

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1 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator
This is a feature with the 18.5 Release of Dyanmics GP October 2022
Dynamics GP Resource Directory - Dynamics GP | Microsoft Docs
29

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...

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1 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator

This is completed in the 18.6 release.  
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
Microsoft

28

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...

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2 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator

Please review the feature documentation

27

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...

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1 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator

Please review the below blog for further information on this feature.

22

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.

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0 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator

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

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19

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.

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0 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator
This was completed in the 18.6 release.
Dynamics GP Resource Directory - Dynamics GP | Microsoft Learn
Thanks
Terry Heley
 
9

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...

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0 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator
This is a feature of the October 2023 release due to release 10.2.2023
Thanks
Terry Heley
Microsoft
1

Drillback Links used for Excel and SSRS do not work for posted GL Journal Entries in 18.3

In version 18.3, drillback links (dgpp) to Journal Entry Inquiry do not work. The script in 18.2 was looking for a string for TRXDATE, but 18.3 is looking for a date. The drilldown, however, is still passing the string that worked in 18.2. This is documented as Bug 93721. Please fix this so t...

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0 Comments

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Category: Financials - General Ledger (75)

STATUS DETAILS
Completed
Ideas Administrator
This was fixed in the 18.4 release, October 2021.
Thanks
Terry Heley

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