2

Copy Checkbook

Would be nice to copy a checkbook setup like inventory item where it copies all information from the checkbook including direct deposit and ACH setup information.

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

2

Net amount fields (Boxes 6,7,8,9) on VAT Daybook summary report are incorrect if data had DOCDATE that is over a year old and crosses a year

VAT Daybook was redesigned in GP 2016, and so now the VAT Daybook summary report returns highly inflated and incorrect totals (as compared to sum of the detailed transactions) if the DOCDATE on the data being pulled crosses a year and includes dates back to a year old. The summary report has th...

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes
2

Bank Reconciliation Edit Reports

Transactions > Financial > Bank Deposits window has a Save and a Print button which prints a report that can serve as an “Edit List” before posting the transaction. This is close enough to the batch functionality that other parts of GP have even though bank reconciliation doe...

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

2

NACHA Data Security Requirements June 2020 Changes for GP?

There are some NACHA Security Requirements for June 2020 Effective Dates: Phase 1 – June 30, 2020 for Originators and Third-Parties with ACH volume greater than 6 million in 2019 Phase 2 – June 30, 2021 for Originators and Third-Parties with ACH volume greater than 2 million in 202...

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Completed
Ideas Administrator

Please review an ISV for this if you need it, such as David Musgrave - GP Power Tools!
GP Power Tools Portal | Winthrop Development Consultants Blog (wordpress.com)

Thanks
Terry Heley
Microsoft

2

CSV imports into Financial Deferral Profiles in GP

Allow a CSV file import to create financial deferral profiles in Dynamics GP.

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Alex, thank you for the suggestion. We will consider this for a future release.

Jodi Christiansen
PM, Microsoft 

2

Users may not get prompted that a deferral exist when modifying distributions amounts with different Orgin currencies

Ensure that you have Revenue Expense Deferrals installed and enabled. If you key a transaction other than your functional currency, then reopen that transaction, change the purchase amount and currency, then drill to distributions again, change your distributions, you are not prompted that the De...

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes
1

Please enhance safepay configuration

Safepay configurator should prompt user the logic as to how many lines are allowed.

as of now the configurator is easily corruptible and one needs to start from scratch every single times.

Issue: SafePa...

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes
1

Deferral - Attachments & Reference Descriptions

If there is an attachment included on a financial deferral entry window and the document is opened prior to posting the module will delete any descriptions for each line of the deferral.

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes
1

Total Unit account quantities on JE's

It would be nice to have the option to have totals show on transaction entries when using unit accounts. It is too easy to key in the wrong amount/miss a decimal and there are no double checks before you hit post. If there were totals for the unit accounts you could check those.

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes
1

Expand Bank Account Number on Checkbook EFT Bank Maintenance

Financial Institutions are starting to utilize the full 20 characters that are defined in the NACHA EFT formats. The Bank Account Number on the Checkbook EFT Bank Maintenance allows only for 17 characters (Table CM00101 - field EFTBANKACT). This results in having to create a user defined E...

Read more...

0 Comments

Read more... 0 Comments

Category: Financials - Other (62)

STATUS DETAILS
Needs Votes