Suggest a new Idea

  • 15

    Print Cash Receipts

    Suggested by Enrique GarciaNew 0
    Category: Financials - Accounts Receivable

    Print cash / payment receipt document from the Dynamics GP cash receipts window.
  • 7

    Customer EFT notifications via E-mail

    Suggested by Matt LarionNew 0
    Category: Financials - Accounts Receivable

    Many companies pull funds automatically from their customer's accounts via EFT. This is typically based around subscription services or agreements. Currently GP does not have the built in functionality to automate emails to customer to inform them of the invoice(s) or the amount(s) that are pulled from customer's bank accounts.
  • 5

    Workflow for Customer Additons/Changes

    Suggested by Gary LegendreUnder Review 0
    Category: Financials - Accounts Receivable

    Add Workflow functionality similar to Vendor Approval for additions/changes. We would use this mainly for auditing purposes to verify who made changes related to payment terms, salesperson, and credit limits.
  • 5

    Update EFT for Receivables

    Suggested by Jennifer HershbergerNew 0
    Category: Financials - Accounts Receivable

    Would love a build batch feature for cash receipts where the customer is set-up for EFT. I'd also like to be able to e-mail EFT "remits" to customers to notify them of the payment being taken from their account and where it is being applied.
  • 4

    National Accounts addition

    Suggested by Keith KoopmansNew 0
    Category: Financials - Accounts Receivable

    If you give a credit to a specific customer who is part of national accounts, why is it necessary to create separate debit memos and credit memos when "moving" that credit to another child of a national account? Many companies pay with one check for many locations, mixing in credits from one child when paying for other childrens' invoices.

    The fact that this is not in GP is highly questionable. Is there a reason that this does not exist?
  • 3

    AR Payment Reports Should Show Check Number

    Suggested by Windi EppersonNew 0
    Category: Financials - Accounts Receivable

    Any report in AR that deals with cash receipts should show the related check number (instead of payment number) - ie Statements, Aging Reports
  • 2

    RM HATB Report should accommodate user defined fields

    Suggested by Habeeb KhanNew 0
    Category: Financials - Accounts Receivable

    The Historical Aged Trial Balance Report should accommodate user defined fields to allow some more information to display through report modifications. Since this report is based on temp table we add extra information to this report,
  • 1

    Integration of receivables transactions should not require setup/configuration rights

    Suggested by Bill JonesNew 0
    Category: Financials - Accounts Receivable

    When using Integration Manager to enter receivables transactions, IM requires that the user have rights to the Accounts Receivable Setup window. However, if the user keys in the transactions, the user is not required to have rights to the Accounts Receivable Setup window. For separation of duties and to secure the system configuration, not every user should have the ability to change this window. According to tech support, the DEX code to manually key transactions has the ability to get the field value from the setup window where IM does not have this ability. Fix IM so that data entry individuals do not have to have setup rights please.
  • 0

    Auto Bank Deposit

    Suggested by Jyothi AbhijitNew 0
    Category: Financials - Accounts Receivable

    If there is a large cash Receipts batch in GP, can we have the ability to automatically do a deposit by batch. It will save lot of time.

    If deposit screen can be enhanced to deposit by various forms of payment
    Credit card
    check Etc