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Automatically search for the customer if you enter the invoice number in General Journal

Marco Schoch on 5/26/2025 9:39:08 PM

Dear BC-Enthusiast,


If you want to reconcile for example the bank it happens you have the invoice number but don't know the exact client name or number. However, if you type in Applies-to Doc. No. the invoice number, BC does not suggest you the customer name nor the amount. It gives you an error.


It would be great if BC would automatically open the Apply Customer Entries page and it would suggest the invoice and you could hit ok and then it would populate the customer and the amount.


Tools like SAP have this feature that saves a lot of time.


I am looking forward to your likes and comments.


Best,


Marco



Category: General
STATUS DETAILS
New

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RE: Automatically search for the customer if you enter the invoice number in General Journal

Lucia Robayo on 10/6/2025 1:21:45 PM

Yes please. This happens to me constantly. Would love to see this feature.

Category: General

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RE: Automatically search for the customer if you enter the invoice number in General Journal

Giuliano Zito on 10/6/2025 9:18:16 AM

This is an excellent idea! It would be extremely valuable for Dynamics 365 Business Central users and greatly enhance workflow efficiency. Implementing this improvement would have a real impact on daily business operations and overall usability.

Category: General

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RE: Automatically search for the customer if you enter the invoice number in General Journal

David Merz on 10/6/2025 4:21:19 AM

This feature would be very useful!

Category: General

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RE: Automatically search for the customer if you enter the invoice number in General Journal

Yanir Kroter on 6/16/2025 3:01:21 PM

Agree, that would be great.

Category: General

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RE: Automatically search for the customer if you enter the invoice number in General Journal

Dominik Mayer on 5/27/2025 7:31:58 AM

That would be helpful.

Category: General

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RE: Automatically search for the customer if you enter the invoice number in General Journal

Sandy Mancari on 5/26/2025 9:42:54 PM

This feature would be very useful!

Category: General

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RE: Automatically search for the customer if you enter the invoice number in General Journal

Marco Schoch on 5/26/2025 9:41:40 PM

it would be great if this idea is on the roadmap!

Category: General