Correctly stamp trial balance transaction lines as per free text invoice lines
Currently in Update 28 if you post free text invoice lines against the same main account, but different financial dimensions, when you look at trial balance transaction lines, the description is stamped from the first line of free text invoice on all the lines. For example: FTI line 1 Descript...
Customer open trasnsactions Entity
Create a new entity to check Customer Open Transactions, so these records can be exported or published to a portal, where customer could check if their invoices are paid or need to be paid.
Possible to define Destination in relation with Incoterms for both Inbound and Outbound (Legal requirement)
Of primary importance is that each Incoterms rule clarifies the tasks, costs, and risks to be borne by buyers and sellers in these transactions.
Since 2020 it has become a legal requirement to define a Destination in relation with Incoterms f...
Import of Customer Payments ISO20022 - camt.54 status is set to Received instead of Approved
When importing camt.054 file for customer payments in Sweden the "Payment Status" is set to "Received" both on payments that are macthed correctly AND for those that are not matched with an invoice.
In earlier format BG MAX(SE), the ones that got a match to an invoice got Pay...
Don't allow updates on customer transactions in a customer payment journal
When a customer payment journal is created and transactions are added in to the customer payment journal it should not be possible to update the customer transaction, since the transactions will be exported and posted afterwords into the proces. Especially the Payment mode and bank account ide...
Add button to print invoices by ranges or by selected
Hello, everyone.
In the form 'Free text invoice' we can print invoices by ranges or by selected but in the form 'Invoice journal' there isn't this button and it will be very useful. We think this funcionality should be standard.
Verification Customer "VAT Number" and "Fiscal Code"
Verification of VAT number and Fiscal code through an external service. Possibility of verification when entering the new customer and possibility of verification on existing customers in the system. In Italy there are this link for the validation - the link is a link of Italy government: VAT N...
Split of General ledger voucher transactions with the same accounting string
Request • Microsoft Dynamics for Finance & Operations is per design summarizing voucher transactions which have the same accounting string. • Current Batch transfer rules indicates that the general ledger transactions should NOT be summarized • The product is currently grouping the voucher tra...
Revenue recognition on free-text invoices
The revenue recognition module only works on (project) sales orders. Since revenue recognition is interesting for services / subscription sales, it in a good option to get this invoiced via (recurring) (project) free-text invoices. (Project) Free text invoices are also interesting if your invoice...
Send invoice to e-mail stored on address record
Many businesses have a customers that have multiple addresses and each physical address has a different e-mail address that you must send the invoice to. Dynamics does not allow you to do this as you cannot use Print Management to send to the e-mail address specified on the address record, onl...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Administrator
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft