Lock ability to override default JE number
Customer had a new user enter a JE number in 2024 that was used in 2017 - because it was a different year - it was allowed.
Can you add an option in the GL setup, like is in Payables, to not allow override the JE number at transaction entry? Seems like it would be an east fix...
GL Accounts - Filter to Active Accounts and Option to Set as Default View
The lookup screen for GL accounts does not allow users to only show "Active" accounts. Also, there is not an option to "Set as Default View".
Add the "Back Out A Journal Entry" functionality for an entire batch.
It is not uncommon to be asked if there is a way to reverse a batch of journal entries. I'd love to see an option added to Back Out a Batch of Journal Entries - I don't think this would work well for the Back Out and Correct option but would be great for the Back Out option!
Bank Rec Fields Exposed
We would LOVE to see batch posting for Bank Rec, but ESPECIALLY would love to see the Paid To/ Received From on the regular Bank Rec window in GP. Merely the Date and Amount are not enough - the window is not wide and would be awesome to see these 2 fields exposed in-line in the Select bank ...
Account Transaction Smart List shows intercompany transactions
As of now, the Account Transactions GL smart list doesn't show the company ID for intercompany transactions. For a journal entry in an intercompany transaction, the GL account will display for the corresponding Account Index within the current company, but not the "outside" company for that tr...
GL Account Details Inquiry window not taking criteria into account - Performance slow for large databases
After upgrading the GL Detail Inquiry now show the option for both Open and Historical information. When you have a large database, the performance can be slow, and it appears it's not taking into consideration the users criteria and pushes all data into a temp tab...
Dynamics GP: Allow users in other companies when you need 'Reverse Historical Year' or un-do a closed GL year in one company
In the GL year-end closing window (Tools | Routines | Financial | Year-end closing), when you use the button for REVERSE HISTORICAL YEAR, to reopen a closed GL year, it requires that ALL USERS are out of ALL COMPANIES in order to reopen a GL year in ONE company. Can you change it so that use...
Not require users to be out of ALL companies when reversing a GL historical year in one company
When you go to MDGP | Tools | Routines | Financial | Year-End Closing, click on the 'REVERSE HISTORICAL YEAR' button and click PROCESS, you get the error message: "You cannot reverse the historical year because other users are logged in to the system". It stops you from reopening the year, e...
Dynamics GP: make revenue and expense deferrals (RED) compatible with Intercompany
Dynamics GP: make revenue and expense deferrals (RED) compatible with Intercompany transaction processing. The Deferral allocations are booked in the originating company, but do not flow through to the destination company. Only the due to/due from accounts are used in the destination company...
Dynamics GP: make revenue and expense deferrals (RED) compatible with AA
Make deferral allocations compatible with AA. The work-around is to stop the batch in GL and add the AA codes to the GL batch in work before posting, or use the AA Edit Analysis window to edit/add the AA dimensions/codes to the Journal entry after it is posted.