Tax Details to have an Inactive option
Once tax transactions have been made against a tax detail, it cannot be deleted unless history is removed.
It would be helpful to have an 'Inactive' flag option against the Tax Detail. Checking this box would 'hide' the inactive Tax Detail from lookups and therefore selection when addin...
DYNAMICS GP: Need a unique 'file creation number' that increments for each Safepay file generated
Please add the functionality to have a "File creation number" or "unique file identifier" number that can be included on the header line in a SafePay file in Dynamics GP. It should increment over time. 1,2,3, etc. (This would mirror the same functionality that EFT has, (In EFT file format, map to...
Unreconcile Bank Statement Utility
Would be nice to have a utility that can un-reconcile an entire month or just a payment as needed without having to use SQL.
Increase the amount of Digits to Enter Exchange Rate in New Currencies
When creating a New currency, an attempt is made to create the exchange rate with the following amount: Bs. 103,225,562.85000000 in the Maintenance of multi-currency exchange rates screen, it only allows entering 7 digits in the integer part and 7 digits in the section for decimals. Problem: The...
Void bank reconciliation
Add a void and/or correct option for completed/reconciled bank reconciliations.
Enable Copy / Paste for Bank Transaction Distributions
Enable Copy / Paste for Bank Transaction Distributions in a manner similar to General Ledger and Payables.
Budget Import Template
It would be nice if the template could import with formulas in the cells into GP. I believe it used to do this in the past.
Electronic Bank Statement Feature
Any transactions keyed on Transactions > Financial > Bank Transactions window should be able to have a configurator code which will match these when electronically reconciling the bank statement using GP.
Checkbook ID Approval Workflow
Would be nice if there was a checkbook ID approval workflow tied to Cards > Financial > Checkbook ID window.
Transaction Entry ID
It would be helpful to see who actually entered a transaction and not just who posted it. This would work well for journal entries, payable transactions, sales transactions and more.