Management Reporter user account tip
We recently had a rough time installing Management Reporter. In this case, the client had renamed the SQL 'sa' account. Apparently you cannot do that as MR requires the use of the SQL 'sa' account when choosing not to use Windows credentials. It would be helpful to put some descriptive text on...
Add the possibility to post through the GL when doing a customer\Vendor transaction
It appears that there are no existing settings or configurations that would allow Customer\Vendor transactions to post 'Through' the General Ledger by default.
Typically, i...
1099 MISC & NEC Payer Copy
Would love to have the option to print the payer copy for record keeping and reporting purposes. Need more space on the new 1099 form for address and association names that are longer than current settings. A typical form has 2 lines for address information.
Button to setup a new fiscal year
When you go to the Fiscal Periods Setup window and want to open a new fiscal year you have to type the new year in the Year box over the top of what is currently there. It would be better if there was a 'New' button to create a new fiscal year. It is confusing to create the new year by overw...
Please enhance safepay configuration
Safepay configurator should prompt user the logic as to how many lines are allowed.
as of now the configurator is easily corruptible and one needs to start from scratch every single times.
Issue: SafePa...
Dynamics GP: Add date format with dashes (MM-DD-YYYY) to Safepay
Many banks require a date format with dashes such as MM-DD-YYYY or MM-DD-YYYY and there are no date formats like this available in Safepay. This is not a date format you can achieve in a CSV file and many banks require a comma delimited file to be submitted for Safe Pay/positive pay.
Deferral - Attachments & Reference Descriptions
If there is an attachment included on a financial deferral entry window and the document is opened prior to posting the module will delete any descriptions for each line of the deferral.
VAT Daybook Return - Box 6 should be updated when entering an Overseas Reverse Charge Purchase Transaction
When entering purchase reverse charge transactions there are 2 scenarios:
1.) Where box 6 should not be updated with the amounts (UK Local Reverse charges, aka Postponed Import VAT accounting (PIVA))
2.) Where box 6 should be updated with the amounts (Overseas Purchases, buying s...
Total Unit account quantities on JE's
It would be nice to have the option to have totals show on transaction entries when using unit accounts. It is too easy to key in the wrong amount/miss a decimal and there are no double checks before you hit post. If there were totals for the unit accounts you could check those.
Expand Bank Account Number on Checkbook EFT Bank Maintenance
Financial Institutions are starting to utilize the full 20 characters that are defined in the NACHA EFT formats. The Bank Account Number on the Checkbook EFT Bank Maintenance allows only for 17 characters (Table CM00101 - field EFTBANKACT). This results in having to create a user defined E...