1

Do not remove smartlist favorites for a company when company access is removed

SmartList Favorites get removed when a user ID is removed from access to the company.

I would like to have the favorites remain and not be dependent on if the user has access to that company.

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Category: Financials - Other (68)

STATUS DETAILS
New
1

Tax Transaction Reports need ability to add Date options

Need ability to add Beginning of Period or Previous Period date options like we can with other reports in GP on the Tax Transactions Reports.. This report only allows the user to enter a date.

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Category: Financials - Other (68)

STATUS DETAILS
New
1

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...

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Category: Financials - Other (68)

STATUS DETAILS
Declined
1

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...

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Category: Financials - Other (68)

STATUS DETAILS
Needs Votes
1

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.

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Category: Financials - Other (68)

STATUS DETAILS
Declined
3

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...

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1 Comments

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Category: Financials - Other (68)

STATUS DETAILS
Needs Votes
1

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...

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Category: Financials - Other (68)

STATUS DETAILS
Declined
5

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.

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Category: Financials - Other (68)

STATUS DETAILS
Needs Votes
1

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.

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Category: Financials - Other (68)

STATUS DETAILS
Declined
2

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...

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Category: Financials - Other (68)

STATUS DETAILS
Declined