1

Computer Checks & Bank Reconciliation Errors

Our company uses the computer check functionality and when we undo and redo a bank reconciliation/statement, we are getting some major errors. When we try to repost the reconciliation, the system errors concerning the check ledger entries: "Statement status must be equal to open in check ledger e...

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
This has been fixed (for versions 18.5 and 19.0-)

Best regards,
Business Central Team
1

Delete Bank Rec Lines

When using the Legacy Bank reconciliation worksheet (not auto match) , you cannot delete check lines once they are suggested. This causes issues when trying to void a check from the Check Ledger Entry screen. The user will get a error on the void check routine if the line is in the bank rec (li...

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
In the Bank Rec. Worksheet you can use the Clear Lines.. action to remove lines from the bank rec.   [Under Actions > Functions >]
It's s batch job that deletes lines based on your filter criteria, which means you have to use Document No., Posting Date etc. to narrow down to a single line. On the other hand it can bulk delete lines if needed.

Best Regards,
Brian Nielsen, Program Manager
Business Central Team
1

Attachment on General Journal

Add ability to add Document Attachment on General Journal

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
You can attach documents in the Incoming Documents Factbox

Image

And the attachment will be available in G/L entries.

Best regards,
Brian Nielsen
Program Manager, Business Central Team


1

Sending email to all customer

Today we have to copy all customers emails and manually insert them in outlook/mail to e.g. send an email to all customer about new lokation, or closed days because of holidays etc. It could be nice to have a function under the customer list - which collect all the selected customer at one time ...

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
Thanks for your suggestion.

We do have a feature that can be used for these scenarios.
Find more info here about Segments and Interactions: https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-segments

Best regards,
Brian Nielsen, Program Manager
Business Central Team


1

Bank Reconciliation Page Space

We have several clients who prefer the bank rec format without auto match format, however each subpage only allows you to view about 5 records at a time. Any way to increase this would be much appreciated.

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
The Bank Rec. Worksheet page will have an improved UI in Wave 1, 2021  (April), allowing you to view more lines in each Fasttab. It also gives you the possibility to use Focus mode for the Fasttabs, opening the Fasttab in a separate page that will give much more space for lines.

Best regards,
Brian Nielsen, Program Manager
1

Add the FOCUS MODE page expansion option to the BANK RECONCILIATION page (Deposits & Checks portion)

Currently, the US version of the BANK ACCOUNT RECONCILIATION page is showing a limited number of lines for the Checks and Deposits section of the page. The user is NOT able to expand this section of the page. Adding the FOCUS MODE button to the TOP RIGHT-HAND Side of both the Deposits and Checks ...

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
Thanks you for your suggestion.
This has already been implemented and will be available with Wave 1, 2021 (April) release.
In addition to adding focus mode we have also expanded the Fasttab, so you now can have more lines visible if you prefer working on the worksheet page.

Best regards,
Brian Nielsen, Program Manager
1

Auto correct and suggest new for correcting journal postments

when finding out a specific journal post is incorrect you can use the reverse post function to automatically reverse the wrong post but it does not suggest the same post in the journal again so you can modify the post and submit it again.

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Category: Financial Management (1277)

STATUS DETAILS
Completed
1

Reversing journal entries

For accountants, for the month end closing, it would be good to have the ability to tag the entry as reversing and specify the revering date.

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1 Comments

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Use the copy journal function on Posted General Journals and control date for reversing entries in Recurring General Journals in 2020 Release Wave 2.

Please refer to the following link for more information: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/smb/dynamics365-business-central/use-copy-journal-function-general-journals-gl-registers-when-reversing-entries  
 

Sincerely,
Business Central Team
1

Create Look up field Swift Code

On several places in Microsoft Dynamics 365 Business Central is it possible to fill in the Swift Code of the bank card. It is possible to fill in any code, There is no check on the code. We would like to have this field being changed as look up field. There must by a table with all the possible S...

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central April 2019 release. Please refer to the following link for more information: https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-business-central/application-enhancements Sincerely,​ Business Central Team
1

Quick Entry not working in journals and document lines

It is not possible for the user to set quick entry in journals and in document lines. Quick Entry only works partially in the documents. It works for the header but not on the lines. This is a serious hinder for my users to adapt to the web client. Imagine entering 200 entries from travel expe...

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Category: Financial Management (1277)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in April 2019 release of Business Central.
Please refer to the following link for more information: 
https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-business-central/quick-entry

Sincerely, 
Business Central Team