67

G/L Posting Descriptions from Purchase/Sales Document Lines

A very popular modification in Denmark for many years is copying the descriptions from the purchase invoice lines to carry over to the G/L entry description- instead of the "Posting Description" on the Purchase Order. This is something accountants and auditors prefer greatly. Could this be add...

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6 Comments

Read more... 6 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2019 release wave 2.   

On the Sales & Receivables Setup, Purchases & Payables Setup, and Service Management Setup pages, you can choose the Copy Line Description to G/L Entry check box to define for sales, purchase, and service documents that the description text on lines of type G/L Account is carried to the resulting general ledger entries.

Learn more about what's new and planned for Carry line descriptions to G/L entries when posting in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/carry-line-descriptions-general-ledger-entries-when-posting  

Your help was greatly appreciated,  
Business Central Team
57

Add Balance at Date to Bank Account List

The Bank Account table has a "Balance at Date" and "Balance at Date (LCY)" field on it that is not available on the list. Currently there is no easy way of checking a bank balance at a certain date. By adding these fields to the Bank Account List all the user has to do is add a Date Filter to be ...

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1 Comments

Read more... 1 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Add additional columns through personalization in various pages to gain more insight in Release Wave 2 2021. 

Please refer to the following link for more information: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/add-additional-columns-through-personalization-various-pages-gain-more-insight 

Sincerely, 
Business Central Team
44

Have the ability to add and/or change the dimension value on a posted transaction/invoice

We selected the Dimension value when we created a sales order under Sales section in Dyn for financials, then posted it, then opened this posted invoice to check out the Dimension, and saw some of Dimension values added to this posted invoice were missing. That's sad.

We have to use "co...

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4 Comments

Read more... 4 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. 

This is already tracked in this idea and a dimension correction tool (for G/L entries only) will be available in Wave 1, 2021 (April 2021)


Sincerely,

Brian Nielsen


46

Function Cancel / Correct on Posted Invoices / Credit Memos

The functions 'Cancel' and 'Correct' on Posted Purchase / Sales Invoices / Credit Memos do not work if you have sales/purchase lines with the type 'G/L Account'. This should also been foreseen that this type is possible for these functions. These functions works today only with the type 'Item'.

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2 Comments

Read more... 2 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2019 release wave 2.  

Your help was greatly appreciated,  
Business Central Team

45

External Document No. on Standard General Journal

When using Standard General Journals we are missing field External Document No. that can be transferred to journal lines. Can you add field to table 751 - Standard General Journal Line and page 752 - Standard Gen. Journal Subform.

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1 Comments

Read more... 1 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Add additional columns through personalization in various pages to gain more insight in Release Wave 2 2021.

Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/add-additional-columns-through-personalization-various-pages-gain-more-insight

Sincerely,
Business Central Team
45

Reversing Journal

There should be a tick box when entering a journal to say that it should be reversed next period

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8 Comments

Read more... 8 Comments

Category: Financial Management (892)

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
41

Chart of Account Card and List - Field No. 2 standard available

Make field No. 2 standard available on the Chart of Account Card and List.

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2 Comments

Read more... 2 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Add additional columns through personalization in various pages to gain more insight in Release Wave 2 2021.

Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/add-additional-columns-through-personalization-various-pages-gain-more-insight

Sincerely,
Business Central Team
40

Bank Reconciliation - 1 to Many & Many to 1 Function

Suggestion: Allowing for the auto bank reconciliation to post one to many as well as many to one transactions. Currently in Business Central: Multiple G/L transactions can be matched to a single bank transaction but we cannot match a single G/L transaction to multiple bank transactions Use Cas...

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2 Comments

Read more... 2 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback, we will consider this suggestion as we plan moving forward.

Regards.

40

"External Document No." should be shown on reports "Vendor Open Entries" and "Vendor Detail Trial Balance"

Given scenario:
External Document No field in the purchase document is used to register vendor invoice number. This information is also saved in the Vendor Ledger Entries when the purchase document is posted. It is therefore expected also to be shown in the two reports "Vendor Open Entrie...

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3 Comments

Read more... 3 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2019 release wave 2.  

Learn more about what's new and planned for Reconcile payables using the External Doc. No field in the Vendor Detail Trial Balance, Balance to Date, and Open Entries reports in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-business-central/reconcile-payables-using-external-doc.-no-field-vendor-detail-trial-balance-balance-date-open-entries-reports

Your help was greatly appreciated,  
Ivan Koletic
PM, Microsoft  
39

Add Edit In Excel to Recurring General Journal

Edit in Excel is missing from the Recurring General Journal. It is there in General Journal, Cash Receipt Journal, Payment Journal, so it should be also available for Recurring General Journal.

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4 Comments

Read more... 4 Comments

Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thnaks for your suggestion.
This feature is completed and will be available in the wave 2, 2021 release.

Best regards,
Brian Nielsen, Program Manager
Business Central Team