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.
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.
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...
Make it so revaluations do not use the GP User Date.
When running revaluations on the sales side using Posting and cutoff date of 12-31-2021 and a GP user Date of 1-5-2022, and all of 2022 soft closed, GP will think that the period is closed even though the periods are open in 2021.
As we are not doing anything in 2022, it shou...
Unreconcile Bank Statement Utility
Would be nice to have a utility that can un-reconcile an entire month or just a payment as needed without having to use SQL.
Electronic Bank Statement Feature
Any transactions keyed on Transactions > Financial > Bank Transactions window should be able to have a configurator code which will match these when electronically reconciling the bank statement using GP.
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.
Budget Changes
On Cards > Financial > Budget, I'd like to see it coded to where no changes can be made on this window if budget is "Actual". Only changes for "Actual" should occur on Transactions > Financial > Budget Transactions window. If budget is marked "Preliminary" on Cards > Financial > Budget window, ...
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.
Single-Account Budget Maintenance Window
Budget amounts were entered but appeared on the Management Reporter report as zero. When they are on the Single-Account Budget Maintenance window and pull up the Budget ID and then change the budget year field to another year, such as 2021, it updates all records for that budget ID to year 2021 i...
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.
Starting Check Number Default Issue
We process checks and ACH payment runs all of the time. If our last check on Friday was 203 and we ran travel (ACH file) on the Thursday of the following week, the next batch we had of checks would default to 205. If we would’ve had another direct deposit batch before we ran the next bat...
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.
VAT Daybook box 9 to include credits
A PO is raised and receipted and Invoiced for $4,000. The customer realizes that this should have been $3,000. At the moment box 9 on the VAT Daybook will say $4,000 as the credit note will not be included because no stock was involved. The only work around at the moment is to cancel the invoi...
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.
Administrator
For the Lifecycle of Dynamics GP, this will not be considered at this time.
Thanks
Terry Heley
Microsoft