In Dynamics 365 it is difficult to see if all retail transactions have been financially posted. Issues, errors and bugs sometimes results in that transactions are not included in the statements. In most companies it is common practice to perform financial period closing, and then closing the period. But to be sure that no more transactions will be posted, it would make sense to have some functionality to see transactions that have not been posted/financially updated. Also, a financial reconciliation would make sense to have, making sure that all statements have been calculated and posted. Also including steps in the financial period closing would help. Can we have more reconciliation functionality in the retail/Finance domain ?
Ideas Administrator

Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).



Extremely important and much missed functionality from a Finance perspective!

Category: End of Day and Financials