Financial dimension based on transaction type / posting type (cross-module)
Transaction-based financial dimension:
There was an easy-to-implement possibility to largely improve GL reporting and analysis capabilities by extending the ledger integration by financial dimensions.
In several setups, a posting integration is defined by ledger account defined i...
Dimension Segments to be displayed in separate columns
In Dynamics 365 for Finance and Operations, Trial Balance (General Journal > Inquiries and reports > Trial balance) is displayed with Main accounts and Dimension segments in separate columns. This is enabled by the parameter "Display segments in separate columns". Hence, when the Trial B...
Ledger settlement - allow partial settlement
Today it is only possible to settle transactions that equal zero, and my suggestion is to make it possible to perform partial settlements. For instance, you have a voucher that is accrued over a period of 6 months, January to June. It would be great to settle monthly, so that the report at any g...
We are targeting multiple enhancements around ledger settlement, with the first being calculating a gain/loss when ledger settlement occurs. After that is complete, our next area of focus is likely partial settlement.
Be able to change the names of the custom posting layers
7 additional posting layers have been added in Dynamics 365 for Operations - I would like to suggest that the names of these additional posting layers can be changed to reflect what the individual posting layer is used for (preferable with the ability to provide language specific descriptions)...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kristi Weekley
PM, Microsoft
Awareness between ledger settlement and year-end close - for existing Users
The feature "Awareness between ledger settlement and year-end close"
Enforces the users to settle on the same account and same year.
At the year end user must settle the open account against the year-end closing transaction.
This feature solves so many problems in closing the...
Allow option to open/close Posting Layers within an accounting period
With posting layers being used to track IFRS, Local Stat or GAAP adjustments, it would be extremely helpful if D365 Finance gave the option to open/close by posting layer within an accounting period. Scenario Close the Current Layer for a given accounting period so no additional postings can be ...
Thank you for the suggestion.
Automatic settlement for General journal reversing entries for Accounts Payable and Accounts Receivable
Currently any General journal reversing entries for Accounts Payable and Accounts Receivable should be manually settled and the request for the future is that settlement will be automatically done when using the function reversing entry. In this case settlement means every possibility – only ledg...
Thank you for the feedback! We will consider this for future releases. Kristi, Microsoft PM
Enable option to dropdown into GL interim accounts open transactions and settle/post automatically at once via General journals
Dear all,
it would be very practical to enable option to dropdown into GL interim/balance sheet accounts open transactions, pick them up and post & settle them automatically all in one via general journals. There are numerous reasons and examples for this.
Men...
Views doesn't works with small view selectors
When creating a view in the General Journal page, the view doesn't filter under the criteria it was created for. This is a design limitation at this time under KB number 4619779, it would be great for an end user to be able to use the views on the general ledger page, payments and invoices which ...
Thank you for the suggestion. We will consider it for future planning.
Display original voucher when settling detailed opening transaction
When the new function "Awareness between ledger settlement and year-end close" is activated, the system lets you post detailed opening balance transactions during general ledger year-end close.
C...
Administrator
Thank you for the feedback. This is a great suggestion and we will consider it in our roadmap. Sincerely, April, PM, Microsoft