Dynamics GP

• Experience Dynamics 365
• Ideas
• Dynamics GP
• Financials - Accounts Payable

Suggest a new Idea

• Top
• Hot
• New
• From: Any
  • All Time
  • Today
  • This Week
  • This Month
  • This Year
• Status: Any
  • Any
  • New
  • Under Review
  • Planned
  • Planned – Mid-Term
  • Planned – Long-Term
  • Accepted
  • Rolling Out
  • Completed
  • Rejected
  • Not Planned
  • Not Reproducible

• 23

  Add DBA Name field on Vendor Maintenance window for 1099 Vendors

  Suggested by Michael Weaver – Under Review – 1
  Category: Financials - Accounts Payable

  Add an additional name field to the vendor maintenance window that represents the DBA information for vendors that need to report their 1099's this way. Then program the 1099 report to be smart enough to format the 1099's correctly depending on whether there is a value in the DBA name field or not.

  
  

  I have dealt with DBA 1099 reporting a number of ways over many years for many clients (e.g. modifying the 1099 report to pull in the Address 3 or contact, or creating a conditional report that prints one thing if one address ID is detected and another thing if another is detected. There are probably many other workarounds as well, however simply adding a field to track this scenario seems to me to be a simple fix that would save a lot of people a lot of time and effort modifying their 1099 reports and/or updating their vendor addresses in ways that otherwise don't make a ton of sense.

  Add an additional name field to the vendor maintenance window that represents the DBA information for vendors that need to report their 1099's this way. Then program the 1099 report to be smart enough to format the 1099's correctly depending on whether there is a value in the DBA name field or not.

  
  

  I have dealt with DBA 1099 reporting a number of ways over many years for many clients (e.g. modifying the 1099 report to pull in the Address 3 or contact, or creating a conditional report that prints one thing if one address ID is detected and another thing if another is detected. There are probably many other workarounds as well, however simply adding a field to track this scenario seems to me to be a simple fix that would save a lot of people a lot of time and effort modifying their 1099 reports and/or updating their vendor addresses in ways that otherwise don't make a ton of sense.

  ... more

• 16

  1099 Information

  Suggested by Mike Gilman – Completed – 1
  Category: Financials - Accounts Payable

  When you assign a vendor to be 1099 part way through the year or at the end of the year because it was forgotten, a window should pop up with all the payments for the year and let you pick the ones that should be 1099 with the appropriate amounts.

  
  

  Thanks

  
  

  Mike

  When you assign a vendor to be 1099 part way through the year or at the end of the year because it was forgotten, a window should pop up with all the payments for the year and let you pick the ones that should be 1099 with the appropriate amounts.

  
  

  Thanks

  
  

  Mike

  ... more

• 10

  Import Credit Card Transactions

  Suggested by Leslie Vail – New – 0
  Category: Financials - Accounts Payable

  GP needs the ability to import credit card transactions into payables a la QuickBooks.
  We now can pay them with a 'credit card' check run, please give us an easy way to get the invoice recorded.

  GP needs the ability to import credit card transactions into payables a la QuickBooks.
  We now can pay them with a 'credit card' check run, please give us an easy way to get the invoice recorded.

  ... more

• 9

  Use Tax tracking in PM/POP

  Suggested by Mike Giuffre – New – 0
  Category: Financials - Accounts Payable

  We need to track our purchases that are subject to Use Tax. This is not possible and the tax features in AP add the tax to the amounts owed the vendor.
  
  The Use Tax is an amount we owe the tax authority for our purchases, not the vendor. It would be much simpler if we could somehow flag or tag invoice amounts or POP items that are subject to use tax.

  We need to track our purchases that are subject to Use Tax. This is not possible and the tax features in AP add the tax to the amounts owed the vendor.
  
  The Use Tax is an amount we owe the tax authority for our purchases, not the vendor. It would be much simpler if we could somehow flag or tag invoice amounts or POP items that are subject to use tax.

  ... more

• 7

  Drop and Drag Images

  Suggested by Abby Dahms – New – 0
  Category: Financials - Accounts Payable

  Adding the capability to drag and drop files to attach them to transactions (typically images of invoices) within the various modules of GP, specifically, the payables module rather than having to open and attach an image/file.

  Adding the capability to drag and drop files to attach them to transactions (typically images of invoices) within the various modules of GP, specifically, the payables module rather than having to open and attach an image/file.

  ... more

• 6

  Ability to drill into Payables distribution history from smartlist when you post a journal per batch option

  Suggested by Terry Heley – New – 0
  Category: Financials - Accounts Payable

  The Payables Transactions are set to create a Journal per Batch. If you open the Journal via Enquiry -> Financial -> Journal Entry Enquiry all works ok. You can select a Distribution line, click the Source Document Link and drill down into the relevant Transaction.
  
  This does not work correctly when you try to drill down from the Smartlist

  The Payables Transactions are set to create a Journal per Batch. If you open the Journal via Enquiry -> Financial -> Journal Entry Enquiry all works ok. You can select a Distribution line, click the Source Document Link and drill down into the relevant Transaction.
  
  This does not work correctly when you try to drill down from the Smartlist

  ... more

• 5

  Negative Amount on a PO

  Suggested by Kelly Hobart – New – 0
  Category: Financials - Accounts Payable

  It would be OH SO AWESOME if you could create a way to add a negative amount to a PO. For instance, when we have a PO that the invoice comes in under the amount requested, add a line item of 1 item at negative amount to reduce the PO amount with description to document the change order reasoning.
  TRACKING of this for auditing would be awesome instead of just closing the PO (which may sit out there for a while until someone checks to see what's still open and needs to be closed) and having no paper trail to show why...

  It would be OH SO AWESOME if you could create a way to add a negative amount to a PO. For instance, when we have a PO that the invoice comes in under the amount requested, add a line item of 1 item at negative amount to reduce the PO amount with description to document the change order reasoning.
  TRACKING of this for auditing would be awesome instead of just closing the PO (which may sit out there for a while until someone checks to see what's still open and needs to be closed) and having no paper trail to show why...

  ... more

• 4

  AP Transaction Entry - add extra description field

  Suggested by Windi Epperson – New – 0
  Category: Financials - Accounts Payable

  Add an extra description field in AP transaction entry - possibly below the current description and much longer. Add a checkbox in AP setup to enable the additional description.

  Add an extra description field in AP transaction entry - possibly below the current description and much longer. Add a checkbox in AP setup to enable the additional description.

  ... more

• 4

  restrict the Voucher Number field to not allow special characters

  Suggested by Isaac Olson – Under Review – 0
  Category: Financials - Accounts Payable

  The Voucher Number field allows the user to enter special characters in it. There are no repercussions until later when the user tries to run the HATB report. Then they will receive SQL Errors.
  
  If GP is not designed to handle this, then I think there should be a restriction on what is allowed on the Voucher Number field when the user is entering the data.
  
  SQL Error:
  "Unclosed quotation mark after the character string ‘ and DocumentType = 6’ Incorrect Syntax near ‘XXXXX’"

  The Voucher Number field allows the user to enter special characters in it. There are no repercussions until later when the user tries to run the HATB report. Then they will receive SQL Errors.
  
  If GP is not designed to handle this, then I think there should be a restriction on what is allowed on the Voucher Number field when the user is entering the data.
  
  SQL Error:
  "Unclosed quotation mark after the character string ‘ and DocumentType = 6’ Incorrect Syntax near ‘XXXXX’"

  ... more

• 4

  Allow Credit Memos to go to Credit Card

  Suggested by Dawn Schwarz – New – 0
  Category: Financials - Accounts Payable

  When you received a credit from a vendor on your credit card you have no option to enter it to the vendor who issued and take it from "on account" to "credit card", this makes tracking of what you bought from a vendor incorrect if you look at a report. The credit they gave you is on the credit card vendor not the original purchase vendor

  When you received a credit from a vendor on your credit card you have no option to enter it to the vendor who issued and take it from "on account" to "credit card", this makes tracking of what you bought from a vendor incorrect if you look at a report. The credit they gave you is on the credit card vendor not the original purchase vendor

  ... more

• 1
• 2
• 3
• ›