Add Financial Tags to Reversals
When you add a tag to a general journal and then reverse it, the reversal does not show the financial tag. For reporting and tracking purposes, it would be very useful if the tag pulled through onto the reversal
Voucher Number not coming correctly when posting general journal using data management
Currently customer has to clear their status list regularly to resolve the issue, but customer wants this process to be automized. As all users won't be having access to status list field.
Possibility to select posting layer when creating journal type Allocation
It will be great to be able to select a posting layer for journal type Allocation. At the moment, we cannot change default posting layer Current for journal type allocation.
The idea would be to have a posting layer dedicated to Reallocation, so you don't modify your accountin...
Dynamics 365 Business relation gift expense ledger value limit tracking non inventory purchase expenses
Wish there is an option to easily identify from purchase expense purchase oder amount limits for ledge main expense account business relation gift expense. For purpose to easily identify, monitor, identify minimum, maximum or standard gift values, or other.
Side by Side attachment viewer for journals
Expend the side by side viewer functionality currently available on pending invoice form to the general journals form to help easily view the attachments for journals lines. This functionality could help the review and approval process for journals.
Dynamics 365 Dynamic reservations financial entries
Wish there is an option to easily dynamically update journal entries reservations (e.g. based on fixed value, percentage, accumulated balance, period base, or other), not featuring reservations, user may potentially process reservations on a month to month or year to year basis. (purpose to sa...
Ledger calendar - split project into project revenue & project cost or incorporate project into closing of other modules
In the month end closing process, when closing application modules separately there is an option to close the "project" module.
This will block any entries on the project subledger for that period. This will block both the registration of revenue transactions (new project invoices) and t...
Delete journals in batch
When we have a journal with many lines and when we try to delete it, it is taking too long time. Could you please consider to delete unposted journal in batch options?
Best regards,
Turgay Kayaer
Financial tags: add an optional validation for tags of Custom list and List type
Currently even if a financial tag of the List or Custom list value type is defined, the tag values aren't validated to ensure that they exist in the list. In our scenario w...
Automatic Chronological (Date range based) number sequence for Journal vouchers
On Journal names form, for each journal we need to assign a voucher series i.e., a number sequence. However, for every period end, the same has to be manually changed by the user, if the Customer wants the voucher number series to be maintained in chronological manner.
For an ...