6

Analysis By DImension Export to Excel Remove Edit in Excel

The Edit in excel doesn't work on the 'View - Analysis by Dimension Matrix' page and there is no means of exporting to Excel. Support has indicated that the ‘Edit in Excel’ option is automatically added to list pages in Business Central. It doesn’t always make sense for it to be there and it d...

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2 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in October 2018 release of Business Central. 
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/business-central/across-work-with-excel#open-in-excel


Sincerely, 
Business Central Team 

4

Ability for Consultants to Login and Test Per Teant Extensions with real data and Extensions

We need the ability for our consultants to test modifications (either a per tenent extension or a pre-release AppSource app) with a copy of the production system that includes both production data and any other extensions that exist in the production environment. This could be either by allowing...

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0 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thanks for the suggestions. There are a few ideas in here, and based on your description, many of them are possible today. The first suggestion is that you be able to create a second sandbox. With the April major update, we released the ability to create up to three sandbox environments per tenant. 

The next piece is allowing consultants to log into the sandbox environments. CSP partners have the ability to log into the customer's environments as a delegated administrator. Partners in either the admin agent or helpdesk agent role have permissions to sign in. See Administration Center Overview on our documentation site for more information.

The next suggestion was being able to test modifications in a sandbox environment with a copy of the production system. With the October 2018 update we released the functionality to create a sandbox environment as a copy of production. This created the sandbox environment with a copy of just the production data. With the April 2019 update, we also added to the copy process to also copy per-tenant customizations from the production environment to the new sandbox. See Create a new sandbox environment on our documentation site for more info.

Thanks!

The Business Central Team
4

F8

Getting (financial) users to work with the NAV Web client is seriously hindered by the lack of the F8 button which copies the information of the above lying field in a list so nicely in the windows client. It would be great if a simular functionality could be provided in the web client.

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0 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator

We agree! Repetitive data entry is no fun: to make life easier for desktop users, we've introduced the F8 keyboard shortcut (copy the cell above) along with shortcuts to Copy & Paste rows. These features are available for browser and Windows store app in Business Central On Premises as well as Business Central October '18 cloud update.

Find all keyboard shortcuts at aka.ms/bckeys
Learn more about these and other productivity capabilities in the October '18 Release Notes for Business Central.

Thanks for your efforts in helping shape Business Central,
Mike Borg Cardona
Program Manager at Microsoft

4

Merge Customers / Vendors

Can you consider the ability to merge Customers and/or Vendors. Often a new customer is created when one already exisit. Search for possible matches such as name, phone, address to prevent... And the ability to merge two customers, and all associated transactions with it.

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0 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in April release of Business Central
4

Allow Reversing a Cash Receipt Journal at the Document No Level

It is possible to post the same Document No. multiple times in the Cash Receipt Journals area. However, in order to reverse the entry, you must choose a particular Entry No. and click reverse. This only reverses at the Transaction-level, though, so if you have posted portions of a document mul...

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0 Comments

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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. 

3

Recurring Journals -- "There is nothing to post"

If your Work Date is different from the Posting Date in a Recurring General Journal, the following error appears: "There is nothing to post".

Accountants like to change the Work Date for the purposes of posting Recurring Journals into the future. This, therefore, should be allowed.

<...

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0 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
This is how it already works (if I understand your scenario correct).

You can post recurring general journal if posting date <= work date.
This is to ensure you don't just post the journal for the next period by accident. You actively have to change work date to be able to do that.


Best Regards,
Brian Nielsen
Business Central Team 
3

Dimension Correction tool improvement

The new Dimension Correction tool on GL Entries is great. However in order to prevent problems with Cost Accounting it would make sense to disable it but be able to allow it when the change is needed. One of possible solutions would be to control whether dimensions are allowed to be changed in c...

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0 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Hi. Thanks for your suggest.
You can control which Dimensions - any or all - you want to block for Dimension correction. You do this in the Dimension Correction Settings page.

Best regards,
Brian Nielsen, Program Manager
Business Central Team
3

Allow Vendor Invoice Number on EFT data exchange definitions

Would like to be able to display the vendor invoice being paid on an EFT file. Can we have the Vendor Invoice Number (“Applies-to Doc. No.” value on the EFT Export Workset table (10811) ) be made available for use in Data Exchange Definitions? Thank you

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0 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We will consider adding it to our longer term roadmap. 

 

Your help is greatly appreciated, 

Theresa Nistler

PM, Microsoft  


3

enhance visibility control for Payment Discount G/L accounts

Payment Discount G/L accounts are not visible in Customer Posting Group / General Posting Setup if no Payment Term code exists where Paym. Disc % is <>0 So Payment Discount G/L accounts are empty. But you can still use Payment Discount % and Payment Discount Date on orders / invoices and get Pa...

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0 Comments

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Category: Financial Management (892)

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
3

Enable Advanced App Area Reports

There are a host of reports missing from BC that are in NAV. For example, in NAV when you search for “outstanding”, you will get sales order reports and purchase order reports. In D365BC you will only get Sales Order reports. But you go to Report layout selection, you will see the PO reports...

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1 Comments

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Category: Financial Management (892)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in sales and purchase orders.
In the list of Sales orders you will now find 2 new columns called Amount Shipped Not Invoiced and Amount shipped not invoiced including tax.
Same columns are available on purchase orders, but need to be added through personalization. 
 
During preparation of Business Central for UK, we noticed that there we reports being used to track shipped not invoice, received not invoiced sales and purchase orders.
We decided to make Amount Shipped Not Invoiced a part of Sales Order and Purchase order headers so users could easily export sales and purchase order headers filtered by these field to get the same thing as with reports. 
 
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics-nav/deprecated-features-uk#non-invoiced-stock-reports 
 
Sincerely,
Ivan Koletic
PM, Microsoft