21

Allow separate due dates for credit notes in reminders.

Currently, the due date for credit notes is based on the payment terms defined on the customer's account. This can result in credit notes not appearing on collection or reminder letters until several weeks after they are posted, even though the credit is immediately applicable.


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Category: Accounts Receivable (492)

STATUS DETAILS
New
18

Issue with "Document" Field Not Retained When Importing JBA Format

Select "JBA(JP) - Format A" for "Import format" in "Methods of payment".

Specify any string for "Document" in the "Journal names" setting.

After selecting the "Journal names" created in the Journal in "Customer payment journal" and importing the JBA format file in "Import payments"...

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Category: Accounts Receivable (492)

STATUS DETAILS
New
17

Enhance Batch processing of 'Generate recurring invoices' function

The customer is looking for an option to enhance and automate the Batch processing of the Accounts receivable>Invoices>Recurring invoices>Generate recurring invoices function.


What they are looking for is when they submit the ‘Generate recurr...

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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
7

Invoice batch job criteria selection is cleared out every time the form is opened.

Invoice batch job parameters based on criteria is cleared out every time the form is opened.

For reference:1031399

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Category: Accounts Receivable (492)

STATUS DETAILS
New
6

Automated Creation and Settlement of Free Text Invoice Credit Notes in Compliance with EU Legal Requirements

Background:

Currently, reversing a Free Text Invoice (FTI) in D365 Finance requires a manual workaround due to limitations in the reversal functionality. The reversal process does not generate a legally compliant credit note, particularly in terms of invoice numbering, r...

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Category: Accounts Receivable (492)

STATUS DETAILS
New
6

Customer Account Statement Report: Repeating Table Header on All Pages

The customer account statement report does not display the table header on all pages. The current design uses individual tables for headers, which prevents applying properties consistently across pages. Users have difficulty referencing the column headers as t...

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Category: Accounts Receivable (492)

STATUS DETAILS
New
3

Customer Balance List Report Based on actual posted Accounts rather than customer posting profile

Customer Balance list Report currently showing balances based on main accounts indicated in customer posting profile. While actual amounts posted to other main accounts as main accounts used in posting profiles have been changed. We want to see customer balances based on actual main accounts t...

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Category: Accounts Receivable (492)

STATUS DETAILS
New
3

Deposit Slip - Autogenerate

Enable auto-generation of "Deposit Slip" on Payment journal lines.

  1. Enable checkbox for "Use Deposit Slip" to be auto-checked across all unposted journal lines wherever a default/designated set of data exists (Method of payment, Bank account, transaction date).
  2. Enable auto-ge...

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    Category: Accounts Receivable (492)

    STATUS DETAILS
    New
3

Deleted recurring invoice cannot be generated again with the same recurring invoice template due to error: No invoices were generated because none matched the criteria provided.

Deleted recurring invoice cannot be generated again with the same recurring invoice template due to error: No invoices were generated because none matched the criteria provided. The system checks the match criteria, but it does not verify if the previous ...

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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
2

Use email template in the print management

Hello,


The idea consists of using the email template even in print management in the form setup.

When we set the print destination as email, the idea is to have the possibility to choose even ...

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Category: Accounts Receivable (492)

STATUS DETAILS
New