Document Date should be mandatory for Recurring Invoices
The Document Date should be mandatory for Recurring Invoices because it drives the due date for Free text invoices when printing. At present, you can Post recurring invoices without a Document Date.
Purpose displayed in column "contact information"
All customers Tab Addresses - Purpose is displayed in column = OK Tab Contact information - Purpose is NOT displayed = NOT OK (To see purposes attached - you must open Advanced) Could a column be added to Contact information to display purpose(s)? The same issue regarding Contact.
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
Allow for data entity "CustomerPaymentJournalLineSettledInvoiceEntity" to be used as "Open In Excel Add-in" from customer payment journal
Often business receives payments from financial service providers and an account statement excel file is received with the background for the payment. The payment file consist of hundreds of lines, where customers invoices are paid and all need to be settled.
We would like t...
Possibility of considering the 1st day of next open period when a period is closed / on hold, and the Free text invoice workflow status is 'Approved'.
Description of the issue:
- Free text invoice has been created with a posting date in March and submitted to workflow
- While workflow was being processed, March period has been closed
- Workflow has been Approved.
- Attempt to post...
Customer is requesting prepayment functionality in Sales order process
Since we don't have prepayment option in customer sales order, client is requesting this functionality in D365
Customer bank account inactive state request
Not possible to block a customer bank account once the bank account isn’t valid anymore. Customers can easily switch bank accounts. When a customer is on direct debit, it is extremely important that a bank account won’t be used again after the customer \ or their bank does sent a m...
Additional note to add comment on Customer open transaction
After posting a customer invoice, going into the document it’s not possible to add any free text and also field invoice description is not editable.
This is very strange as it could happens that for a claim you need to write something in it, when you send account statement to client this...
Invoices print range filters
Under Sales ledger -> Free text invoices, users can select Print -> Range, under which they have the option to select 'from' and 'to' customer account and 'from' and 'to' dates. This is very useful as under 'printer setup', users can select the output format as file - PDF, and export multiple inv...
Allow Intercompany Accounting on the Free Text Invoice
On Free Text Invoices while in one legal entity (XXX) - it would be nice to allow the lines (revenue) to be coded to other legal entities. There does appear to be some functionality there because if you click on Distribute, you can add the legal entity field and change it, but the line still ...
Customer bank account change proposal workflow
Some business scenario, self-billing or credit notes, workflow for the Bank account is needed for the customers as well to make sure that no information is changed without being validated and reapproved. This is achievable with the Vendors accounts and it will be great to have the same to not ...
Administrator
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft