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  • 23

    GP needs VAT electronic filing to be compliant with Making Tax Digital initiative

    Suggested by Terry HeleyPlanned 2
    Category: Financials - Other

    The UK Governments Making Tax Digital initiative has started to be piloted and will be in affect within a year.

    More info on the initiative;

    https://www.gov.uk/government/publications/making-tax-digital/overview-of-making-tax-digital
  • 10

    Document Attach - Bank Transaction windows

    Suggested by New 6
    Category: Financials - Other

    Please add Document Attach to Bank Transaction Entry and Bank Deposit Entry.
  • 7

    FIx Checkbook Register

    Suggested by Dan SaffoNew 0
    Category: Financials - Other

    The checkbook register runs very slowly after it was moved from a regular table in report writer to a temp table. The code to populate this temp table likely needs to be optimized because it takes up to 5 minutes just to run the report and I assume customers with higher volumes will take even longer.
  • 6

    Read Year field when defaulting First/Last Day dates in Fiscal Periods Setup window

    Suggested by Dawn PrigmoreNew 0
    Category: Financials - Other

    When creating a new year in the Fiscal Periods Setup window, the system assumes the next year when defaulting the First Day/Last Day dates.  If a client is adding history after going live, they may need to add historical years.  Suggested update:  read the year field to decide what First Day/Last Day to default.

  • 4

    Rule-Off Date in SafePay File

    Suggested by Roderick McCallNew 0
    Category: Financials - Other

    In the SafePay file there is no field to include a  'Rule-Off Date'. The only way to populate a date to show end of the current month is to set that field as TEXT and hard-code in the appropriate month-end date.  This would require this client to manually update that 'Rule-Off Date' at the start of each month.


    Having this functionality available in the SafePay file as a date option would be more efficient than manually having to change the file before sending to the bank. The 'Rule-Off Date' was required by the bank.

  • 3

    BAS Form field 7A - GST deferred on imported goods allow to be editable

    Suggested by Terry HeleyNew 0
    Category: Financials - Other

    The Business Activity Statement (BAS) Report system does have a 7A field for deferred GST which becomes enabled when you import a BAS form previously exported from the Electronic Commerce Interface (ECI) software. This field is usually pre-populated by the ATO and so is only activated once a BAS form has been imported.
    Basically the 7A figure is supplied by the ATO and does not come from anywhere in Microsoft Dynamics GP.
    Because of this it only gets populated when you import the form from the ECI software (which also populates the info behind that expansion button).
    Dynamics GP populates the data and then you export back to the ECI software.
    The issue is that ECI software was replaced by the ATO Business Portal website and you don't import and export the XML files anymore
    Thus it would be nice if we make this field editable to the customer on the window. They would as a minimum like to manually edit field 7A on the BAS form.
  • 3

    Multiple users cannot simultaneously post Cashbook Management batches

    Suggested by Lucas MillerNew 0
    Category: Financials - Other

    When 2 or more users try to post batches from CBM Batch Entry screen (Transactions>Financial>Bank Management>Batches) at the same time, at least 1 of the batches will fail with the error
    "Data entry errors exist in batch #BatchNumber# Use Batch Recovery window to process this batch."

    After recovering the batch you can successfully post it.

    It appears that the error involves GP trying to drop the TEMP table(represented by the ##) created during the process to move on to the next process during posting. It appears that the other batch had already done that during the posting since it is using the exact same table. In essence, both batch processes are doing the same thing and that procedure takes a bit longer that the others. Since the one batch is slightly ahead in the process it drops the TEMP table while the other batch was still completing the process. When the second batch tries to move forward, the TEMP table is already dropped and the system does not move forward correctly which is causing the issue.
  • 3

    Edit List interruption causes batches to post

    Suggested by Paige HorneNew 0
    Category: Financials - Other

    When a batch edit list is printed and interrupted, it can cause the batch to be put into batch recovery. When the batch is recovered, GP thinks that the batch was "posting" and finishes the posting process. This causes batches to post without workflow approval and can cause issues if the user has not had time to review the batch.

    The Batch Recovery process should not post the batch, but rather finish printing the Edit List or the interruption of the Edit list printing process should not put the batch in batch recovery.
  • 3

    security around bank to prevent duplicate checks

    Suggested by Laura PetrarcaNew 0
    Category: Financials - Other

    Right now you can prevent duplicate checks in AP but you can't prevent duplicate checks between AP and Misc checks. I would like to see no duplicate checks by bank account so it would include both Misc and AP checks.
  • 2

    Ability to handle regional settings of dd/MM/yyyy when using Date Effective Tax Rates

    Suggested by Terry HeleyNew 0
    Category: Financials - Other

    There is a workaround to change your regional settings so that is easy, but at times when you are using date effective tax rates and a regional setting of dd/MM/yyyy
    You will be prompted with this message based on dates entered.
    This change will affect current tax calculations. Do you want to recalculate taxes? ‘Recalculate’ and ‘cancel’