Financial dimensions on transaction grids
Financial dimensions are visible only in the specific tab. Should be great, as in Trial Balance, to see and filter financial dimension on transaction grid, for example on Customer / Vendor / Ledger / Asset transaction. Exporting data with Excel add-in, this functional is already available for t...
Enable using different exchange rate providers when same currency is used for accounting and reporting
Currently, when reporting currency is the same as accounting currency, selecting exchange type is disabled for reporting currency. Since the amount in reporting currency is not longer calculated from accounting amount, but from transaction amount, I do not see the need for that. For local acco...
Allocation rule - destination posting - keep financial dimension from source
In the ledger allocation rule, the "Destination" form does not allow to keep the financial dimension (those not allocated) according to the original value.
If you want to allocate dimension 1, you need to even though define each value of dimension 2 for destination posting. This is not ...
Allocation Terms and Budget Control
Allocation terms (defined against the main account) are a great feature, as they post in real time with the original transaction. However, when using budget control, they don't work in all areas of the system. For example, I've found that while they work for sales order posting, they don't work w...
Import general ledger transactions from Excel including financial dimensions
In platform update 6 it is possible to import lines into a general journal, but it is only possible to import main account and not financial dimension values that must be included before the journal can be posted.
Customization are described by Microsoft, but instead of making the...
Hello, thank you for the suggestion. This is definitely in our goal to allow this without having to do a customization. We are working on a technical approach. Please watch our roadmap site for details. I appreciate the feedback. Sincerely, April
Be able to change the names of the custom posting layers
7 additional posting layers have been added in Dynamics 365 for Operations - I would like to suggest that the names of these additional posting layers can be changed to reflect what the individual posting layer is used for (preferable with the ability to provide language specific descriptions)...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kristi Weekley
PM, Microsoft
Configuration Enhancement of Default Descriptions
Organization administration -> Setup -> Default descriptions
Description: Vendor - payment, ledger
Description: Vendor - payment, vendor
As in Ax2012 it is not possible to configure new Optional variables ...
Improve settlement in general accounts transactions
In order to improve the settlement of general accounts transactions and the analysis of transactions settled together, the idea is to add two functionnalities : In "General ledger / inquiries and reports / trial balance - all transactions" 1) Add a check-box that enables to show only settled t...
A new inquiry has been added on release 10.0.31 called Ledger settlement inquiry. This page is patterned after the trial balance. It allows the user to define a date range, and then choose to view Settled transactions, Unsettled transactions or All transactions. We also added the Settlement ID as a way to group together transactions settled to each other. We also added an Aging column to view how long unsettled transactions have been open.
Currency revaluation: IFRS IAS 21 not fulfilled in Dynamics
Thrilled to announce that granular currency revaluation posting profile to allow you to define different ledger accounts for currency revaluation adjustment per module (GL, AP, AR and Bank). The feature planned to released in APP 10.0.32.
Sincerely,
Mohamed Aamer
Product Manager, Microsoft Dynamics 365 Finance
Ability to change/switch account structure on a live company
In D365FO there has been added a lot more validations when trying to remove an account structure from a ledger. These validations makes it next to impossible to replace and existing account structure in a company that is live. Validations on uncommitted tax and source documents means that we h...
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kristi Weekley
PM, Microsoft