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It's a great idea! let's hope they can add it soon!

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Revision for point number 3. A reconciliation rule with Action 'Mark new transactions' also provides an option for default Account type, Ledger, and Financial dimension option, so that once a rule runs for Mark new transaction, the new lines have Ledger, dimensions, and description by default. Reason: A transaction code in the bank statement can have multiple kinds of transactions from a business perspective. For example, bank statement transaction code number 699 shows various payments like Vendor payment, GST payment, Income tax payment, Payroll payment, withholding tax payment, etc with references. Businesses can create multiple rules based on statements for transaction code 699 which can auto-create new transactions but as 'Transaction code mapping' only supports one statement code to one D365 bank transaction type, it is not possible to assign different accounts. It leads to manual work and increases business costs. It would be good If the Main account type, account, description, and financial dimension could be available on Mark new transaction page. Once the rule runs, it should update the New transaction line with Account and dimension, description.

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Yes, that's a big problem, please take care of it.

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This will really help us and I would expect this to also help a number of other businesses!

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Yes, this is annoying issue. Please fix it MC

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Every customer develops a reservation batch one way or another...

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We have a similar requirement for this, replenishment by Zone Group.

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Absolutely. This was a special build we had to do in order to get daily currency trial balances. should be a standard oob offering

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I also have clients who work on a bi-weekly working pattern, this is valuable to our field service clients.

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I have voted for this, however if this gets up it would be good to be able to enable via a parameter. The transaction forms are busy" enough as it is, and not every customer needs this.

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