59

Correctly stamp trial balance transaction lines as per free text invoice lines

Currently in Update 28 if you post free text invoice lines against the same main account, but different financial dimensions, when you look at trial balance transaction lines, the description is stamped from the first line of free text invoice on all the lines. For example: FTI line 1 Descript...

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5 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
56

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....

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1 Comments

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Category: Accounts Receivable (267)

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.

45

Add button to print invoices by ranges or by selected

Hello, everyone.


In the form 'Free text invoice' we can print invoices by ranges or by selected but in the form 'Invoice journal' there isn't this button and it will be very useful. We think this funcionality should be standard.


...

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18 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
44

Split of General ledger voucher transactions with the same accounting string

Request • Microsoft Dynamics for Finance & Operations is per design summarizing voucher transactions which have the same accounting string. • Current Batch transfer rules indicates that the general ledger transactions should NOT be summarized • The product is currently grouping the voucher tra...

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1 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
42

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...

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0 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
42

Revenue recognition on free-text invoices

The revenue recognition module only works on (project) sales orders. Since revenue recognition is interesting for services / subscription sales, it in a good option to get this invoiced via (recurring) (project) free-text invoices. (Project) Free text invoices are also interesting if your invoice...

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0 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
37

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...

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1 Comments

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Category: Accounts Receivable (267)

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

34

FTI: Using same data source setup for SSRS and Electronic reporting

The data basis for the free text invoice is inconsistent.


SSRS:

The report uses the 3 temp-tables (FreeTextInvoiceTmp, FreeTextInvoiceHeaderFooterTmp, FreeTextInvoiceLocalizationTmp) that get filled in within the ...

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0 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
33

Standard Data entity for the import of free text invoice templates on the customerinvoicetemplate table

For Organizations doing large data migrations in the course of implementation Projects, Partners would be better aided having a data entity to import free text invoice templates required for the client day to day operations. Currently the process is to create the template manually in the Applica...

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0 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
32

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...

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0 Comments

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Category: Accounts Receivable (267)

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