Warning message about closing period before check printing
The system will currently allow you to build and print a check batch using a date for a period that is closed. If you edit the batch in any way, it will warn you about it being a closed period. However, if you do not edit, it waits to give you a warning message at time of posting.
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Inactive Checkbook Warning in Vendor Maintenance
Add an 'Inactive Checkbook' warning message when an inactive checkbook is selected in Vendor Maintenance Options window.
Add date logic/drop down to Due Date/Discount Date Cutoff in Build Payment Select options
When selecting the Due Date/Discount Date Cutoff, give date drop down options (as you see in SmartList/Report Options). This will allow the saved Option ID to be used without having to modify the date, each time. I.E.: First of Month, Last Day of Month, 15th of Month, End of Quarter, etc.
Dynamics GP: Show the 'PAID DATE' in the Edit 1099 Transaction information window
In the 'Edit 1099 Transaction information' window (found under Transactions | Purchasing | Edit 1099 Transaction information), all the 1099 debit transactions (aka. 'invoices') are listed showing the 1099 tax type, box number and 1099 amount. However, since 1099's are reported by the PAID DA...
EFT for International ISO20022 with pain.003
We need to update the EFT format to the new standard ISO 20022 payment with XML pain.003. I am tired of selling the client Nolans piece
Ability to have 'State tax withholding' in Payables Managment
GP already has the ability to collect 'Federal Tax withholding' from a payables invoice. The WHT Vendor can be set up under Tools | setup | Company | Company | Options, and then the vendor card will have WITHHOLDING button where you can activate the withholding and set the ...
Add 1099 Box Number to Reports and SmartLists
When we print the 1099 Edit list - can you add the Box number? Also can the Box number be added to display on SmartLists?
So many times I see 1099-MIISC, Box 8, but don't know that until we actually try to print the forms, these are usually the wrong form altogether. If we co...
Print Previously Applied Documents on Remittance After Void
With the purchasing setup applied, 'Print Previously Applied Documents on Remittance', those documents will show on the payment remittance.
If you issue the remittance, post the payment, and VOID that transaction...
Once you issue the next payment, those previ...
PM WF Recurring Batch Trx Voucher Number after review
When using a PM recurring batch with Workflow, the user may edit and resubmit the batch but only one voucher number is displayed in the Workflow History window. It would be a useful feature to have all vouchers associated with the history of one batch number to display in this window.
Update Void Historical Trx window in AP
In the Void Historical Transactions window the Vendor ID shows up as a required field (if you've changed required field settings in User Preferences) but it really isn't required. Showing this field as required makes it look like you can only void for one vendor at a time and keeps people fro...