GL Account Combiner
Would be nice to have a utility for general ledger accounts to combine or modify like there are for vendor and customers.
Fixed Allocations within Fixed Allocations
It would be helpful to us to allow a Fixed Allocation account within a Fixed Allocation account. We have sites that change all the time, affecting the percent distribution of one department (first and second segment), but not the others. It would save us a lot of time and confusion if we could...
Copy GL Account
Would be nice to copy a GL account setup like inventory item.
Revenue/Expense Deferral Distribution Reference In General Ledger
When a Revenue/Expense Deferral is used anywhere in GP, the distribution reference from the original transaction only shows in that journal entry. The ALTRN journal entries should grab the same distribution reference as the original transaction to show it in history for those transactions. If ...
Ability to Post a Budget Transactions to a historical year
Would like the ability to post a budget transaction to a historical year (Financial >> Transactions >> Financial >> Budget Transactions)
Detail Inquiry Account Balance
Inquiry > Financial > Detail It would be nice if "Account Balance" would show the as of balance of the date range if filters are used in the Date section. If Date is "All" the existing balance works fine.
Fiscal Periods Setup Window
Microsoft Dynamics GP > Tools > Setup > Company > Fiscal Periods Would be nice if it would open up with the fiscal year that the current user date resides in instead of assuming calendar year fiscal year are for everyone all of the time. If this doesn't work for all users, maybe a ...
Filter Budget to Active Accounts
Add a filter when creating or exporting a budget to exclude Inactive Accounts.
Drilling back from SmartList to Detail Inquiry window takes wrong date range.
When drilling back from SmartList the Detail Inquiry window takes the date range based on the GP user date instead of the year the transaction was posted to. To work around this; you have to either change date range in the Detail Inquiry window and refresh, or bring the entry up directly from ...
Batch Note Attachments - Make attachments retrievable after posting
Product suggestion/ improvement, --We are suggesting that the batch note attachments be retrievable after posting similar to transactions with note attachments after posting. Current functionality and pain: GP allows you to attach notes/attachments to any unposted batch. The attachments are st...