5

Document layouts for employees

Customers and Vendors have document layouts, as well as Contacts. It would be beneficial for the Employees to have the same options. Based on:

  • employee cards
  • employee ledger entries

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Category: Reports and Business Intelligence (302)

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2

Make Skip Zero Balance Lines filter available in Chart of Accounts list

Make Skip Zero Balance Lines filter available in Chart of Accounts list.

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Category: Reports and Business Intelligence (302)

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Needs Votes
1

India Reports for Sales Invoice - Need more information on Sales Lines

The Line Items in Sales invoice (Built-in

Report Id 18016) does not show HSN/SAC

codes, GST%, GST Amounts and Total

excluding and including GST Amounts.

When I looked at the exported

RDLC/Word layouts while trying to

customize it, the dataset does not have

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Category: Reports and Business Intelligence (302)

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Needs Votes
3

Account Schedule Header and Monthly Variables

It would be nice if we can add an official Company Name and report titles on account schedules (i.e. Company Name, Statement of Revenue).


Also, would be nice to be able to add variables for months (i.e. CM, FY[1], etc) to headers so they can be shown on reports.

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Category: Reports and Business Intelligence (302)

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2

Formulars allowing Trailing Twelve Months

We'd like to be able to create a formula in a Account Schedule to build TTM (Trailing Twelve Months) and Prior TTM (TTM from one year ago).


Trailing Twelve Months would be the revenue of the 12 months leading up to the current month (TTM = [April 22] + [March 22] + [Feb 22] + ...

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
5

Excel layouts for Business Central: Detail Trial Balance (4)

Detail trial balance is one of the most used reports, that could be brought on the next level by Excel layouts, in order to meet the needs of any accountant, if only the DataTable would contain:

4

Ability to add Headers and Footers on Account Schedules

Would be nice to add header and footers to account schedules to identify the company name (full legal name), type of report (i.e. Operations Schedule), and fully date (i.e. 'For the five months ending mm/dd/yyyy').

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
3

Add the Customer Price Group to the DataVerse Sync Engine to support multiple price levels for CRM Accounts

Currently, the Business Central customer integration mapping to the DataVerse only includes the core information and NOT the Customer Price Group. The Customer Price Group should be mapped to the PRICE LIST field in the DataVerse. This would allow a Dynamics 365 CRM user to create a sales quot...

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes
3

Account Schedule Enhancements

Accounts schedules are severely lacking in formatting capabilities. Many clients do not want to export an account scheudle to Excel to compelte formatting and printing options. For example, there is no control over column widths, number formatting (percentage sign, currency signs, etc) and pr...

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2 Comments

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Category: Reports and Business Intelligence (302)

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Needs Votes
6

Enable date formulas in report settings

When preparing reports, date formula functionality (e.g. "CM", "CY", "-CM-1D" etc.) is not working in date fields in the "Settings" fasttab of the reports. However it's working flawlessly in "Filter" fasttabs (Both "Show results" and "Limit totalts to").


Fixing this would al...

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Category: Reports and Business Intelligence (302)

STATUS DETAILS
Needs Votes