Reference to original customer credit note on a reimbursement transaction
When you want to reimburse a credit note of your customer, it should be wishfull that the reimbursement transaction has a reference to the original credit note, so that your customer knows which credit note is paid. However, the invoice field stays empty on the reimbursement transaction. Micro...
Change invoice address on the sales order
Would be useful if you can change the invoice address on the sales order like the delivery address. Right now a customer has a primary invoice address and when want to you change it for a sales order, you need to change the primary invoice address on the customer and that is a bit complicated....
Consolidated Account Statement if a customer is also a vendor and vice versa
Create an AR and AP consolidated Account Statement if both the AR part id and the AP party id is linked to each other. I know that we can reclassify a credit balance to the vendor side but they were actually looking for a consolidated Account Statement showing open and not settled transactions...
Print recurring invoices at posting
The idea is to use the print options when posting recurring invoices. From "Accounts receivable / Invoices / Recurring invoices / Post recurring invoices", you can only post the invoices. There are no print options. In ordre to print recurring invoices at the posting, here are 2 ideas : 1) In ...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
PM,
Microsoft.
Verification Customer "VAT Number" and "Fiscal Code"
Verification of VAT number and Fiscal code through an external service. Possibility of verification when entering the new customer and possibility of verification on existing customers in the system. In Italy there are this link for the validation - the link is a link of Italy government: VAT N...
Send invoice to e-mail stored on address record
Many businesses have a customers that have multiple addresses and each physical address has a different e-mail address that you must send the invoice to. Dynamics does not allow you to do this as you cannot use Print Management to send to the e-mail address specified on the address record, onl...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Italian Bollo stamp duty setup as auto charges and validation of Item charge group on header level
Italian Bollo stamp duty is required on invoices where the subtotal of the lines without VAT exceeds 77,74 EUR.
If the requirement is met, Bollo charge is applied only once per invoice document, the charge is fixed, set to 2...
Customer bank account change proposal workflow
Some business scenario, self-billing or credit notes, workflow for the Bank account is needed for the customers as well to make sure that no information is changed without being validated and reapproved. This is achievable with the Vendors accounts and it will be great to have the same to not ...
Generate recurring invoices by using the default values from free text invoice template AND customer account
When you apply a recurring invoice template to a customer, you have to choose if the default values comes from the template or the customer account. But, if we take the example of financial dimensions, some of them have to come from the template but they have to be completed by others from the...
ank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft
Allow for data entity "CustomerPaymentJournalLineSettledInvoiceEntity" to be used as "Open In Excel Add-in" from customer payment journal
Often business receives payments from financial service providers and an account statement excel file is received with the background for the payment. The payment file consist of hundreds of lines, where customers invoices are paid and all need to be settled.
We would like t...
Administrator
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft.