Allow more than 6 aging bucket definitions
The standard aging definition in our group of companies is more than 6 aging buckets. The workaround is to have multiple aging definitions that have the additional definitions and they are combined later. Ideally all this extra work would not be necessary. Example with 8 buckets: Not overdue (...
Sales tax not calculated on Interest note
For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...
Enhance Logic for Credit and Collection Automation
There seems to be a significant GAP in the Credit and collections automation process. Microsoft designed the product to look into only the oldest/leading invoice per customer and then apply the collection automation process only against this single invoice. Hence the suggestion to enhance this...
Inclusion of Project Invoices in the Collection Process Automation
The inclusion of invoices created in the Project Management and Accounting module in the Collection Process Automation feature is necessary, as currently, only invoices originating from sales orders and tax-free invoices are being considered.
Days Sales Outstanding and Average Days Paid available in Aging Snapshot data
Currently, the credit statistics within the Aged Balances form, i.e. High Balance date, DSO1, DSO2, Average payment days, average balance1, average balance2, etc., are only available to the user after they enter the form, select the customer and then click refresh. Having this information rea...
Credit limit support in foreign currency
The credit limit should enhance to support the following scenario:
Scenario 1:
Accounting currency = MYR
Customer currency = SGD
Credit limit currency = SGD
Expected outcome = The credit management module is allo...
Customer statement report template to include the company logo when the "include company logo" flag set to yes
When running the customer statement, there is a parameter to include the company logo on the statement.
This flag however does not work, it does not include the company logo to the statement when the statement is printed,
when this was raised with Microsoft, we were to...
Collection Process History include all the activities
The “Collection Process History” on the Collection Process Automation screen does not display all the configured activities of the collection process: email, collection letter, and call activity. When the batch job is completed, the collection process history displays only the...
Credit hold check - manual trigger
Would be nice to have a button on the sales order to trigger the credit limit check