137

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Under Review
122

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....

Read more...

4 Comments

Read more... 4 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
Ideas 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.

101

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Under Review
80

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 ...

Read more...

3 Comments

Read more... 3 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
Ideas 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,

PM,

Microsoft.

49

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
48

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Under Review
Ideas Administrator

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

39

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
New
37

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 ...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
New
34

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

22

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (492)

STATUS DETAILS
New