68

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 (342)

STATUS DETAILS
Needs Votes
57

Customer open trasnsactions Entity

Create a new entity to check Customer Open Transactions, so these records can be exported or published to a portal, where customer could check if their invoices are paid or need to be paid.

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0 Comments

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Category: Accounts Receivable (342)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

Sincerely,

Shivam Pandey

PM, Microsoft

49

Import of Customer Payments ISO20022 - camt.54 status is set to Received instead of Approved

When importing camt.054 file for customer payments in Sweden the "Payment Status" is set to "Received" both on payments that are macthed correctly AND for those that are not matched with an invoice.


In earlier format BG MAX(SE), the ones that got a match to an invoice got Pay...

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5 Comments

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Category: Accounts Receivable (342)

STATUS DETAILS
New
48

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 (342)

STATUS DETAILS
Needs Votes
47

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 (342)

STATUS DETAILS
Needs Votes
45

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 (342)

STATUS DETAILS
Needs Votes
45

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 (342)

STATUS DETAILS
Needs Votes
42

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 (342)

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

Direct debits in GBP

In the UK, customer needs to collect direct debit in GBP currency. It would be good for customers to be able to collect direct debits in any currency other than EUR.

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0 Comments

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Category: Accounts Receivable (342)

STATUS DETAILS
Needs Votes
33

Improvement for free text invoice template

Free text invoice template does not copy following fields on header level: -Customer requisition -Customer reference -Contact -Attachment In several countries that send invoice electronically, they send free text invoices electronically to customers and therefore they need to have following fiel...

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0 Comments

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Category: Accounts Receivable (342)

STATUS DETAILS
Needs Votes